Investment Portfolio Manager, Sr. jobs in Reading, PA
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)
Recently Added Investment Portfolio Manager, Sr. jobs
Product Portfolio Insights & Analytics (Sr. Manager)
- Visa
-
Reading, PA
FULL_TIME
-
Job Description
The Value-Added Services organization creates and delivers products to Visa clients and accelerates the seamless delivery of our products into markets. We are at the core of Visa’s overall vision to be the best way to pay and be paid for everyone, everywhere. We are fueled by a diverse team of talented team-members who continuously raise the bar on delivering best-in-class products and services to people all over the world.
The VAS Portfolio Operations team is accountable for managing, prioritizing, and commercializing the entire portfolio of Visa’s Value-Added Services offerings and we are looking for a dedicated and detail-oriented Portfolio Insights & Analytics Sr. Manager to join the VAS Portfolio Operations Team. In this role, you will enable better decision making with data and you will be responsible for gathering, extracting, manipulating, analyzing and modelling data. In addition, you will create compelling and accurate dashboards, visuals, charts and other designs that convey lean portfolio insights, data analysis and thought leadership across a variety of formats. As part of this role, you will partner closely with the members of the team, as well as with external stakeholders, including the central owner of all the transformation dashboards. Close partnership, collaboration and alignment will be key to be successful in this role.
Key Responsibilities:
Develop and implement data-driven insights and analytics for lean/agile portfolio management
Lead problem solving sessions to develop those analytical solutions that help the VAS organization make data driven decisions
Independently partner with cross-functional business and technical teams to deliver reports that include data insights, interesting trends and opportunities, and answer key business questions.
Lead reporting automation requirements gathering for report/dashboard automation.
Drive detailed data analysis including the identification of data sources and data elements, as well as detailed metrics calculations
Assist in developing documentation around system integration, data flows, data dictionary, user guides and best practices.
Obtain data steward approvals for data access for various data sources and help establish connectivity of data sources with the data warehouse and data lake.
Support the creation of UX wireframes as well as the actual reports and dashboards and perform appropriate quality checks to ensure accuracy.
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.
- 5 Days Ago
Real Estate Portfolio Manager
- Penske
-
Reading, PA
OTHER
- Position Summary: The Real Estate Portfolio Manager is a key member of the Penske Real Estate Department. This role requires an in-depth knowledge of an assigned portfolio of leased and owned properti...
- 8 Days Ago
Transmission Project Manager - Portfolio Management - Reading or New Jersey
- FE Utilities
-
Reading, PA
FULL_TIME
- FirstEnergy at a Glance We are a forward-thinking electric utility powered by a diverse team of employees committed to making customers' lives brighter, the environment better and our communities stro...
- 12 Days Ago
Project Manager - Sr
- Artech LLC
-
Reading, PA
FULL_TIME
- Leads the delivery of a complex project. Maintains a tactical focus. Sets clear objectives and defined deliverables. Develops cost benefit analyses for the project, communicates to an executive commit...
- 3 Days Ago
Investment Banking Internship - Saint Petersburg
- Into City Prep
-
Saint Petersburg, PA
INTERN
- Investment Banking InternSeeking a hardworking undergraduate or recent graduate passionate about investment banking. You may get involved with analysing markets, creating complex financial models, pro...
- 1 Month Ago
SR DEALER
- Hollywood Casino Morgantown
-
Morgantown, PA
FULL_TIME
- WE’RE CHANGING ENTERTAINMENT. COME JOIN US. We’re always looking for talent that believes in having fun. At PENN Entertainment, you’ll get to be a part of an exciting industry, where the days and nigh...
- Just Posted
Filters
- Current Active Filter
- Reading, PA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Investment Portfolio Manager, Sr. jobs found in Reading, PA area
Vice President, GRA CMC, Biologics and Advanced Therapy Medicinal Products (ATMP)
- Takeda Pharmaceutical
-
Reading, PA
- By clicking the Apply button, I understand that my employment application process with Takeda will commence and that the...
- 4/15/2024 12:00:00 AM
Director, Global Regulatory Project Management, GI
- Takeda Pharmaceutical
-
Reading, PA
- By clicking the Apply button, I understand that my employment application process with Takeda will commence and that the...
- 4/15/2024 12:00:00 AM
Investment Analyst
- QUAD, a SolomonEdwards Company
-
King of Prussia, PA
- Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
- 4/13/2024 12:00:00 AM
Finance & Administration Manager
- Mennonite Disaster Service (MDS)
-
Lititz, PA
- Company Description Mennonite Disaster Service (MDS) is a volunteer network of Anabaptist churches that responds to natu...
- 4/13/2024 12:00:00 AM
Financial Services Operations Specialist
- Chatham Financial
-
- Overview: We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering profess...
- 4/13/2024 12:00:00 AM
Senior Financial Analyst
- Craft Recruiting
-
Bethlehem, PA
- We are a manufacturer of electronics with over $1 billion in revenue and operations in Pennsylvania, Massachusetts, Texa...
- 4/12/2024 12:00:00 AM
Senior Manager, Governance, Risk & Compliance
- Vanguard
-
Malvern, PA
- The Senior Manager, Technology Governance Leader, will manage a team which recommends, develops, implements, and monitor...
- 4/12/2024 12:00:00 AM
Chief Compliance Officer, Fund Compliance
- Vanguard
-
Malvern, PA
- As the Chief Compliance Officer of Vanguard Global Advisors and Head of Vanguard Fund and Advisor Compliance, this role ...
- 9/13/2023 12:00:00 AM
About Reading, Pennsylvania
Reading (/ˈrɛdɪŋ/ RED-ing; Pennsylvania German: Reddin) is a city in and the county seat of Berks County, Pennsylvania, United States. With a population of 87,575, it is the fifth-largest city in Pennsylvania. Located in the southeastern part of the state, it is the principal city of the Greater Reading Area, and is furthermore included in the Philadelphia-Reading-Camden PA-NJ-DE-MD Combined Statistical Area.
The city, which is approximately halfway between the state's most populous city, Philadelphia, and the state capital, Harrisburg (as well as about halfway between Allentown and Lancaster)...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$143,738 to $238,702
Reading, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Investment Portfolio Manager, Sr. do?
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