Investment Portfolio Manager, Sr. jobs in Medford, OR

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Sr Project Manager
  • Expert In Recruitment Solutions
  • California, CA FULL_TIME
  • Position: Sr Project Manager or Organizational Assessment Consultant

    Location: Remote

    Length: 12 months

    Must Have:

    7 years as a PM

    4 years public Sector exp (state, federal, government)

    good communication skills and easy to work with

    · Designs or conducts analytical studies, feasibility studies, cost-benefit analyses, or other research; evaluates, monitors, or ensures compliance with laws, regulations, policies, standards, or procedures.

    · Manage and develop status reports, gap analyses, risk analyses and mitigation recommendations, schedules, change control and quality assurance documents – PAL

    · Conduct research and develop reports as requested.

    · Conduct scheduled and ad-hoc project communications at all levels.

    · Develop and maintain detailed WBS and Project Schedule.

    · Experience creating Business Charter for the public sector

    CONSULTANT ROLES AND RESPONSIBILITIES

    Senior Project Manager

    Provide project management leadership and direction.

    Designs or conducts analytical studies, feasibility studies, cost-benefit analyses, or other research; evaluates, monitors, or ensures compliance with laws, regulations, policies, standards, or procedures.

    Manage and develop status reports, gap analyses, risk analyses and mitigation recommendations, schedules, change control and quality assurance documents

    Facilitate meetings, manage team dynamics, resolve conflicts, and conduct stakeholder communications.

    Act as a senior advisor to the Lottery on project related matters.

    Collaborate with the Lottery and its designees to achieve desired results.

    Lead medium to large complex project efforts.

    Develop accurate, comprehensive project management deliverables using Microsoft Word, Excel, PowerPoint, Outlook, Visio, and Project.

    Demonstrate strong interpersonal, oral, and written communication skills including telephone and presentation skills.

    Strong information technology knowledge.

    Demonstrate expertise developing Waterfall and Agile project plans.

    Work a flexible schedule when needed which may include evenings and weekends.

    CONSULTANT TASKS AND DELIVERABLES

    The following represent generic/high-level activities, tasks, and deliverables that a consultant in each classification may be expected to perform. Detailed/specific activities and tasks shall be identified in each approved Task Order Authorization and shall be performed in accordance with applicable Lottery standards and conventions. High-level activities, tasks, and deliverables include, but are not limited to, the following:

    SENIOR PROJECT MANAGER

    Activities and Tasks Performed:

    Direct, lead, manage and track all aspects of the engagement.

    Work closely with the Lottery project director to define work scope and deliverables.

    Ensure project and contract deliverables are met within resource estimates.

    Ensure good working relationships within team and with the Lottery technical and business contacts.

    Identify and resolve project issues.

    Conduct research and develop reports as requested.

    Develop estimates for Task Orders.

    Track and report on project progress.

    Conduct scheduled and ad-hoc project communications at all levels.

    Coordinate project work of consultants with the Lottery staff.

    Develop and conduct monthly and as requested project briefings.

    Develop and maintain detailed WBS and Project Schedule.

    Develop, maintain, and execute project management plans (risk and issue management, etc.).

    Project and contract-defined deliverables.

    Monthly project and ad hoc briefings.

    Weekly status meetings with updated agendas, minutes, and action items.

    Weekly updates to risk and issue tracking logs, WBS, etc.

    Scheduled and ad hoc project reports.

    Activities and Tasks Performed:

    Team Building and leadership.

    Estimate task resource requirements and completion estimates.

    Develop project and contract deliverables within resource estimates.

    Track project and contract deliverable progress.

    Develop monthly project reports.

    Develop ad hoc reports.

    Develop and conduct project communications.

    Track project and task progress.

    Develop and conduct project briefings as requested.

    Maintain detailed WBS and Project Schedule.

    Maintain and execute project management plans (risk and issue management, etc.).

    Deliverables Produced:

    Project-defined deliverables.

    Weekly status meetings with updated agendas, minutes, and action items.

    Weekly updates to risk and issue tracking logs, WBS, etc.

    Project briefings.

    Project status reports.

    Updated project documents.

  • 20 Days Ago

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Sr. Project Manager
  • Expert In Recruitment Solutions
  • California, CA FULL_TIME
  • Title : Sr. Project Manager Location: - Remote (must be comfortable working in PST) Duration: 12 months Must haves: A minimum of seven (7) years of broad, extensive, and increasingly responsible exper...
  • 7 Days Ago

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Commodity Product Manager or Sr
  • Boise Cascade default
  • White, OR FULL_TIME
  • Boise Cascade Company has been in the business of manufacturing wood products and distributing building materials for over half a century. We are one of the largest producers of engineered wood produc...
  • 13 Days Ago

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Maintenance Technician
  • CALIFORNIA COMMERCIAL INVESTMENT GR
  • Brookings, OR OTHER
  • Job Details Level: Experienced Job Location: Jerstad Manor - Brookings, OR Position Type: Part-Time, Non-Exempt Education Level: High School Diploma or Equivalent Salary Range: $19.00 - $20.00 Hourly ...
  • 1 Month Ago

1
Sr. Supervisor Candy Packaging
  • 1-800-FLOWERS FAMILY OF BRANDS
  • Medford, OR FULL_TIME
  • The Sr. Supervisor is responsible for training, supervision and accuracy of the work being performed by the line staff. This position has primary supervisory responsibility for product food safety, le...
  • 4 Days Ago

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Jr/Sr High School Counselor
  • CENTRAL CURRY SD 1
  • Gold Beach, OR FULL_TIME
  • JOB DEFINITION Perform counseling duties. General goals will include providing informational services to students and parents; to assist making appropriate decisions; to assist students with personal ...
  • 3 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Medford, OR area

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Assistant Branch Manager & Management Hire
  • Under Armour
  • White City, OR
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Signal Maintainer (Safety)
  • CSX
  • Medford, OR
  • Responsibilities Assist in the installation, repairing, testing and maintenance of various railroad signals and grade cr...
  • 4/24/2024 12:00:00 AM

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Carpenter Worker (FT)
  • IKEA
  • Medford, OR
  • Responsibilities Youll help enhance the in-store customer experience by creating a strong visual impression in line with...
  • 4/24/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Roster
  • Department Of The Treasury
  • Medford, OR
  • DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION?A description of the business units can be found at: htt...
  • 4/23/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Medford, OR
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Finance Manager/Treasurer
  • PTW
  • Medford, OR
  • PTW is a leading global gaming services company, committed to delivering exceptional gaming experiences. We are currentl...
  • 4/21/2024 12:00:00 AM

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Finance Manager/Treasurer
  • Ptw
  • Medford, OR
  • PTW is a leading global gaming services company, committed to delivering exceptional gaming experiences. We are currentl...
  • 4/20/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Grants Pass, OR
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/17/2024 12:00:00 AM

Medford is located approximately 27 miles (43 km) north of the northern California border at 42.3°N. According to the United States Census Bureau, the city has a total area of 25.74 square miles (66.67 km2), of which, 25.73 square miles (66.64 km2) is land and 0.01 square miles (0.03 km2) is water. The Pacific Ocean is about 75 miles (121 km) west of the city, and is the nearest coast. The nearest river is the Rogue River (8 mi or 13 km), and the nearest lake is Agate Lake (13 mi or 21 km). Nearby cities include Grants Pass, Klamath Falls, Ashland, Roseburg, Redding (California), and Crescent ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$144,026 to $239,181
Medford, Oregon area prices
were up 2.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020