Investment Portfolio Manager, Sr. jobs in Worcester, MA

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 & Portfolio Manager
  • University of Massachusetts Medical School
  • Shrewsbury, MA OTHER
  • Overview

    Under the general direction of the Director or designee, the Senior Project and Portfolio Manager is responsible for overseeing, planning, developing and implementing large scale projects while strategically managing complex portfolios. The overall goal of this position is to ensure that large scale mission driven projects are executed within an established timeframe and budget utilizing established project management practices.

    Responsibilities

    • Leads major project development, management and implementation teams for large scale projects within ForHealth Consulting.
    • Identifies required resources for project and implementation teams; assess necessary skill sets and competencies to accomplish Project Management (PM) objectives. Makes recommendations for project staffing models.
    • Develops and maintain an effective relationship with clients, team members, ForHealth Consulting leadership and other staff.
    • Convenes, directs and leads a PM team to effectively address the client’s requirements according to the project’s objectives, schedule and budget.
    • Assists the project sponsors and champions to sustain project results.  Coaches to and creates process observation boards.
    • Manage resource allocation in consideration with and aligned to current project portfolio, sales pipeline and with diversity of skills, talents and domain expertise to ensure fluidity in managing and staffing for core and growth initiatives.
    • Construct a collaborative network and virtual team of project management resources across including blended and cross functional teams.
    • Ensures consistency in the project and portfolio for all phases of projects from project scoping to post mortems and directs use of standard project management tools and resources.
    • Key stakeholder in growth of current external project management and program development business, improving market penetration, enhancing and expanding product and service lines, diversifying revenue and identifying new and emerging markets.
    • Serves as a coaching and mentoring resource to PM Consultants, PM Managers, and PM Coordinators.
    • Develops joint responses to RFRs and other proposal developments in support of ForHealth Consulting product and solution design and deployment at the proposal development stage or post-award deployment stage and provides expert consultation on responses to solicitations and new business opportunities. Develops competitive cost proposals and compelling explanation of services that position ForHealth Consulting to succeed.
    • Conducts and collaborates on annual performance assessments and skill development and training.
    • Participates in strategic planning and  implementation  for ForHealth Consulting and aligns programs, projects and operations to strategic objectives.
    • Leads project management teams and participate as a member of strategic management teams.
    • Provides ongoing documentation and status reports of progress on project, program and portfolio development and implementation to ForHealth Consulting senior staff
    • Prepares and submits budget and project reports and executive summaries and presentations to senior executives.
    • Performs other similar and related duties as required or directed.

    Qualifications

    REQUIRED EDUCATION

    Bachelor's Level Degree in Management, Healthcare, Business Administration or related field  

     

    REQUIRED WORK EXPERIENCE

    • 7- 9 years of experience in leading client facing healthcare project management engagements.
    • Project Management Professional (PMP) Certification or the ability to obtain certification.
    • Extensive practical business experience in a large, dynamic organization with strong program management knowledge and skills through wide-ranging experiences in the field of program management.
    • Strong track record of managing healthcare programs in rapidly changing and pressured environments to successfully deliver business benefits within specified timescales, budget and in accordance with client expectations.
    • Familiarity with Agile/Waterfall software development.
    • Strong analytical skills with track record of problem solving and decision making.
    • Excellent judgment and ability to work with others, inspires trust with strong communication & presentation skills.
    • Self-starter with positive, proactive, assertive presence, ability to motivate, inspire and establish/maintain credibility with external clients, internal stakeholders and senior management.
    • Excellent written and verbal communication and influencing skills, with the ability to tailor messages to all levels of internal/external audience.
    • Strong collaboration skills.
    • Demonstrates ability to deal with change and ambiguity and to solve challenges creatively.
    • Superior teamwork skills, both as a leader and a team member. 
    • Strong sense of ownership and high level of accountability, persuasive/takes charge. Adaptable and strategic thinker. 
    • Ability to develop innovative and feasible solutions to problems of unusual complexity that require a high degree of ingenuity, creativity, and innovation.
    • Complies with established departmental policies, procedures and objectives.
    • Attends variety of meetings, conferences, seminars as required or directed.
    • Demonstrates use of Quality Improvement in daily operations.
    • Complies with all health and safety regulations and requirements.
    • Respects diverse views and approaches, demonstrates standards of respect, and contributes to creating and maintaining an environment of professionalism, tolerance, civility and acceptance toward all employees, patients and visitors.
    • Maintains, regular, reliable, and predictable attendance.

     

    PREFERRED EDUCATION

    Master's Level Degree or equivalent

  • Just Posted

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Small CL Sr Portfolio Underwriter
  • The Hanover Insurance Group
  • Worcester, MA FULL_TIME
  • Our Small Commercial Lines Underwriting team is currently seeking a Sr Portfolio Underwriter for the Midwest/Great Lakes region. This is a full time, exempt role. POSITION OVERVIEW: Small Commercial S...
  • 12 Days Ago

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Commercial Portfolio Manager
  • Clinton Savings Bank
  • Clinton, MA FULL_TIME
  • Job Description:The Portfolio Manager provides a wide range of credit related and monitoring functions relative to the ongoing management of the commercial loan portfolio while supporting one or more ...
  • 1 Day Ago

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Commercial Portfolio Manager
  • UniBank for Savings
  • Whitinsville, MA FULL_TIME
  • Opportunity Overview:We have a Unique opportunity for a dedicated commercial loan professional to become our next Portfolio Manager. We're looking for someone who believes in the mission of a communit...
  • 9 Days Ago

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Sr. Project Manager
  • Flexible & Integrated Technical Services, LLC
  • Worcester, MA CONTRACTOR
  • For Project Manager services in the Utilities and facilities area.WHAT MAKES YOU A FIT: The Technical Part:Bachelor’s Degree in Sciences or Engineering with six (6) years of experience directly in Pro...
  • 17 Days Ago

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Sr. Product Marketing Manager
  • Hologic Careers
  • Marlborough, MA FULL_TIME
  • The Downstream Service Marketing lead is responsible for all downstream initiatives relating to the growth, development, and execution of Global Services, maximizing Hologic’s international service ma...
  • Just Posted

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0 Investment Portfolio Manager, Sr. jobs found in Worcester, MA area

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Merrill Financial Solutions Advisor - Wellesley Market
  • Bank Of America
  • Burlington, MA
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the po...
  • 4/24/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/23/2024 12:00:00 AM

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Product Specialist - Charles River - Assistant Vice President
  • State Street Corporation
  • Burlington, MA
  • Who we are looking for Provide operational/application support to CRD customers and internal business functions to minim...
  • 4/23/2024 12:00:00 AM

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VP, Wealth Planner - Chestnut Hill, MA
  • Fidelity TalentSource LLC
  • Newton, MA
  • Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you lo...
  • 4/23/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 4/22/2024 12:00:00 AM

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VP, Credit Alternatives
  • Fidelity TalentSource LLC
  • Smithfield, RI
  • Job Description: The Role \u200BAre you an experienced capital introduction professional with deep knowledge of the alte...
  • 4/21/2024 12:00:00 AM

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VP, Liquid Alternatives
  • Fidelity TalentSource LLC
  • Boston, MA
  • Job Description: The Role Are you an experienced capital introduction professional with deep knowledge of the alternativ...
  • 4/21/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 4/21/2024 12:00:00 AM

Worcester has a total area of 38.6 square miles (100 km2), 37.6 square miles (97 km2) of land and 1.0 square mile (2.6 km2) (roughly 2.59%) of water. Worcester is bordered by the towns of Auburn, Grafton, Holden, Leicester, Millbury, Paxton, Shrewsbury, and West Boylston. Worcester is known as the Heart of the Commonwealth, because of its proximity to the center of Massachusetts. The city is about 40 miles (64 km) west of Boston, 50 miles (80 km) east of Springfield, and 38 miles (61 km) northwest of Providence, Rhode Island. The Blackstone River forms in the center of Worcester by the conflue...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$152,405 to $253,096
Worcester, Massachusetts area prices
were up 1.6% 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