Portfolio Manager jobs in Dayton, OH

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Dir, Portfolio Management
  • CareSource
  • Dayton, OH FULL_TIME
  • Job Summary:

    The Director, Portfolio Management establishes a trusted advisor relationship with assigned strategic pillar executives and acts as primary liaison to ensure the delivery of assigned projects/programs.

    Essential Functions:

    • Integrate continuous improvement and innovation into all projects and programs for the assigned strategic pillar
    • Provide support to VP EPMO in prioritization of initiatives
    • Become a subject matter expert in the assigned strategic pillar
    • Represent assigned portfolio in stakeholder committees
    • Partner with EPMO Governance, Enterprise Delivery, Legal (Compliance/Regulatory) and IT teams to ensure compliance, on time delivery and operational readiness of projects/programs for the assigned strategic pillar
    • Partner with the business to define, deploy, and continuously improve EPMO governance processes
    • Identify risks, issues and lead implement of mitigation strategies, contingency plans, and stakeholder communication
    • Identify and assist project/program managers with rapid resolution or escalation of issues, blockers, and hindrances using company best practices
    • Own and drive accountability with the assigned program delivery team to collaborate with business areas, finance and IT for compliance with EPMO governance
    • Conduct management reviews of EPMO deliverables such as project schedules, status, RAID, etc. to ensure completeness and accuracy
    • Assist managers, business analysts, program managers and project managers with the control of scope, budget and schedule through standard change control practices
    • Assist with the continuous improvement of project management and service delivery best practices and tools
    • Accountable for hiring, training, coaching, career and succession planning, performance appraisals and disciplinary actions, and motivating collaboration and performance
    • Responsible for contributing to the EPMO governance budget
    • Collaborate with PM's, IT Business Management, Finance, and Senior Leadership to ensure initiatives are properly funded
    • Assist with driving maturity based upon the EPMO maturity roadmap
    • Work closely with EPMO governance on vendor management, updates to standards, policies and procedures
    • Perform other job related duties as requested

    Education and Experience:

    • Bachelor's degree in related field or equivalent years of relevant work experience is required
    • Master's degree is preferred
    • A minimum of fifteen (15) years of progressive work experience to include at least five (5) years management experience, five (5) years of driving large strategic initiatives, and five (5) years of experience driving systemic innovation and improvement is required
    • Computer Science background or work experience in Health Care business domain or application development preferred

    Competencies, Knowledge and Skills:

    • Strong background or knowledge in one or more of following:
    • Leading large scale cross functional transformational programs with multiple work streams
    • Implementation of health insurance products and/or markets including service area changes
    • Onboarding new lines of business including those acquired with merger/acquisition
    • Leading health payer operations
    • Exceptional planning, negotiating and influencing skillset
    • Flexibility in leading innovation and organizational change
    • Exceptional collaboration and relationship building skills
    • Excellent critical listening and systematic thinking skills
    • Excellent decision making/problem solving skills
    • Working knowledge of health care subject areas, to include member and provider services, health plan operations, clinical management, and product lines, is required
    • Proven ability to effectively interact at all organizational levels
    • Excellent written and verbal communication skills
    • Demonstrated excellence in analysis and collaboration skills
    • Hands on proficiency in Microsoft Office tools, including Project, Word, PowerPoint and Excel
    • Business acumen and politically astute-ability to act with diplomacy and sensitivity to cultural diversity
    • Ability to work independently and within a team environment
    • Leadership experience and skills
    • Energetic, enthusiastic self-starter, time management skills
    • Outcome and Customer service oriented

    Licensure and Certification:

    • PMP preferred

    Working Conditions:

    • General office environment; may be required to sit or stand for extended periods of time

    Compensation Range:
    $130,300.00 - $228,100.00 CareSource takes into consideration a combination of a candidate's education, training, and experience as well as the position's scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. We are highly invested in every employee's total well-being and offer a substantial and comprehensive total rewards package.

    Compensation Type:
    Salary


    CareSource is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, age, national origin, disability, sexual orientation, gender identity, genetic information, protected veteran status or any other characteristic protected by applicable federal, state or local law.

     

  • 1 Month Ago

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Manager
  • Jersey Mike's Subs
  • Liberty, OH FULL_TIME,PART_TIME
  • Jersey Mike's Subs is seeking high energy, Rock Stars to join our family. Shift leaders help to oversee in-store operations alongside the General Manager. The Shift leaders plays a major role in ensur...
  • Just Posted

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Manager
  • Steak n Shake
  • Dayton, OH FULL_TIME
  • ManagerJob Description Summary Description: The Manager is a business partner accountable for leading the Restaurant Associate team to deliver Steak 'n Shake operational and financial standards on eac...
  • Just Posted

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Manager
  • Wendy's
  • Springboro, OH FULL_TIME
  • Why Wendy's General Managers are the leader of the restaurant management team. General Managers provide direction, training and the expertise required to ensure the customer's expectations are exceede...
  • Just Posted

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Manager
  • Wendy's
  • Franklin, OH FULL_TIME
  • Why Wendy's General Managers are the leader of the restaurant management team. General Managers provide direction, training and the expertise required to ensure the customer's expectations are exceede...
  • Just Posted

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Manager
  • Wendy's
  • Vandalia, OH FULL_TIME
  • Why Wendy's General Managers are the leader of the restaurant management team. General Managers provide direction, training and the expertise required to ensure the customer's expectations are exceede...
  • 1 Day Ago

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0 Portfolio Manager jobs found in Dayton, OH area

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Inventory Control Coordinator
  • Cox Enterprises, Inc
  • Hamilton, OH
  • **Primary Location:** 4969 Muhlhauser Rd , Hamilton , OH , US **Inventory Control Coordinator** * Accountable for locati...
  • 4/23/2024 12:00:00 AM

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Driver (Part Time)
  • Cox Enterprises, Inc
  • Hamilton, OH
  • **Primary Location:** 4969 Muhlhauser Rd , Hamilton , OH , US **Driver (Part Time)** VACCINE POLICY: WHERE PERMITTED BY ...
  • 4/23/2024 12:00:00 AM

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Vice President Finance
  • Ciresi & Morek
  • Dayton, OH
  • We are currently assisting our client, a global company based in Dayton, OH, with a VP of Finance search. Reporting to t...
  • 4/23/2024 12:00:00 AM

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Facilities Manager
  • BlueHalo
  • Dayton, OH
  • Facilities Manager – ID 2024-4972 Key Roles: BlueHalo is offering an exciting opportunity to join our team as a Senior F...
  • 4/22/2024 12:00:00 AM

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Director of Maintenance and Capital Infrastructure
  • Butler County Regional Transit Authority
  • Hamilton, OH
  • POSITION PURPOSE AND OBJECTIVES: As the Director of Maintenance and Capital Infrastructure, you will oversee all aspects...
  • 4/22/2024 12:00:00 AM

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Deputy Division Chief DO-2210-04, AFRL/IZX
  • Air Force STEM
  • Dayton, OH
  • Job Overview This job announcement will be accepting candidate submissions until 25 April 2024. The Digital Capabilities...
  • 4/21/2024 12:00:00 AM

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IT and Infrastructure Support Specialist
  • Illumination Works
  • Dayton, OH
  • Location and Travel Details: Dayton, OH area Illumination Works is looking for an IT and Infrastructure Support Speciali...
  • 4/21/2024 12:00:00 AM

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Financial Representative
  • Northwestern Mutual
  • Dayton, OH
  • GET MORE OUT OF YOUR CAREER Choose a career where changing someone elses life for the better is also life-changing for y...
  • 4/21/2024 12:00:00 AM

Dayton (/ˈdeɪtən/) is the sixth-largest city in the state of Ohio and the county seat of Montgomery County. A small part of the city extends into Greene County. The 2017 U.S. census estimate put the city population at 140,371, while Greater Dayton was estimated to be at 803,416 residents. This makes Dayton the fourth-largest metropolitan area in Ohio and 63rd in the United States. Dayton is within Ohio's Miami Valley region, just north of Greater Cincinnati. Ohio's borders are within 500 miles (800 km) of roughly 60 percent of the country's population and manufacturing infrastructure, making t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$111,471 to $154,509
Dayton, Ohio area prices
were up 1.3% from a year ago