Portfolio Management Process Specialist Jobs

Prepare detailed reports and presentations for management, outlining cost insights, trends, and recommendations for optimizing resource allocation.

Collaborate with IT teams to enhance data collection, processing, and reporting capabilities for cost-related data.

Completed at least 1-2 previous work terms with positive feedback from your manager(s)

Basic knowledge of accounting practices – budget vs actuals, forecasting, report creation

An ability to build good visual and/or user experience designs for financial models

Good collaboration skills, are a helpful teammate, and are a proactive contributor

Demonstrated experience with Project and Portfolio Management (PPM) systems, such as Planisware, Accolade, and similar software applications.

Streamline the planning, communication, execution, and performance management of R&D portfolio, including value creation, operation efficiency, etc.

Lead the implementation and improvement of the R&D portfolio management process.

Ensure R&D portfolio investment process compliance with portfolio governance required by the company's finance and technology development policies.

Bachelor's degree in Engineering, Science, Finance, or related business administration disciplines. A Master's degree is preferred,

Especially if the candidate has completed advanced degree education in both engineering/science and business administration.

Director Portfolio Management - Montreal, Full Time In Office, Mid-Level Experience

Experience in analytical finance and M&A is a plus.

Manage business development and operations for key sections of our website.

Bachelor's Degree in Business, Finance, or a related field.

3-5 years of relevant work experience.

Excellent analytical abilities and leadership qualities.

Demonstrated project management skills and proven skills to deliver to time, cost and quality in large scale complex projects

Extensive experience in the development and management of Business Process to deliver business performance

Experience in working successfully and collaboratively with partners delivering mutual benefit

Director, Process Management – Business Process Management and Optimisation

Document the process to appropriate level of detail and to relevant regulatory requirements

Manage continuous improvement and change

7-10 years project management experience leading business and IT programs/projects.

Provide month-end incident and problem management reporting, including trends, SLAs, and actions taken to mitigate similar incidents from re-occurring.

Ensure adequate and sufficient I&T-related capabilities (people, processes, and technology) are available to support business objectives effectively at optimal cost.

Manage the annual budget and continue to develop strategies to optimize operating costs.

Experience with IT service costing/cost allocations.

Flexible benefits for you and your family

Lead the Portfolio Management Team at UBS Bank (Canada)

Assist the management of a discretionary Structured Products Strategy

Expertise in Canadian Fixed Income management a plus

lead the Portfolio Management Team at UBS Bank (Canada)

assist the management of a discretionary Structured Products Strategy

expertise in Canadian Fixed Income management a plus

Experience in strategy development and/or portfolio management within a pharmaceutical environment

Qualifications in Project and Financial Management

Oversee portfolio of commitments and lead effective capacity management, planning and controls.

Familiar with large capacity and portfolio management systems

Bachelor’s degree or equivalent qualification in relevant scientific discipline

Min. 5+ years of experience

Working knowledge of Master Data Management with direct business experience in best practice design and reporting (BI) relationship

Plan, and implement project management best practices and reporting capabilities to streamline project processes and procedures and maximize operational effectiveness

Experience with project portfolio and project management tools; examples include MS Project, Smartsheet or JIRA

Experience in program management, product management, management consulting, corporate strategy, business operations or strategic planning in a SaaS Company

Responsible for establishing, standardizing, and leading project management practices for multiple programs, across all areas of the business

Build and support a best-in-class team structure to promote and continuously improve the demand and vendor management programs

Core Know-how & Experience Requirements

Position closes at 12:01am on the close date identified below.

personalized service, specialized expertise, customized solutions, and faster response times.

client-centric, collaborative, and change-ready culture,

CWB is a Great Place to Work®

Our employees love CWB. You’ll love it here too.

1) 3+ years of experience in Financial Services industry and process management

2) Change management experience is an asset

• Manage and support change management activities including stakeholder communications and user training

• Assess current Finance processes to identify internal control weakness and opportunities to improve process efficiencies

• Accountability for alignment of business processes/requirements with different workstreams

• Other ad-hoc responsibilities as assigned.

Improve project management knowledge in the IT organization through training and coaching

7-10 years of experience delivering IT project and strong understanding of Project Management methodology and processes

Perform quality reviews of detailed project plans prepared by project managers

Coordinate efforts to solve for resource needs with IT managers and project leads

Degree in Computer Science, Information Systems, Business Administration, Accounting or other related field or equivalent work experience;

Strong analytical, organizational and multi-tasking skills;

Knowledge of portfolio management processes

Supports analysis of portfolio demand, resource capacity, and other areas of need within business performance management

Analytical and data management expertise.

Maintain CAPIT (R&D resource planning tool Headcount/ Vacancies) accuracy and alignment with Finance’s FTE tracking tool

Drive MYTIME (R&D time tracking tool) compliance; improve data quality and reporting/analytics capabilities

Bachelor’s degree or equivalent experience in relevant discipline

Works with team members to establish goals, drive performance management, support career development and reward strong performance

US Cash Management USCM) Business

Minimum of 7-12 years of related experience and Bachelor’s degree

Strong communication skills with ability to communicate complex messages, trade-offs and tell a compelling story

Experience leading or shaping large transformational efforts preferred

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Maintain knowledge of regulatory requirements and operational procedures, and ensure documentation is relevant and updated

At least 1-2 years of experience in a related role.

Teamwork experience and ability to collaborate with others

A day in the life of a Capital One Associate, Process Manager

Develop and perform quality assurance routines, controls, and monitoring to measure and analyze process performance on existing processes

A bachelor’s degree or higher.

Performing other related duties as assigned by management. Qualifications:

Mid-level position, with previous experience in process management or related roles.

Strong project management experience is desired.

Generating reports and monitor metrics as required by the management.

Knowledge of ERP systems, with Oracle Fusion experience preferred.

Job type: Full-time, temporary Responsibilities:

CIM Designation (Chartered Investment Management)

Management that supports your work and progression

A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met

Finally, you will assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.

Minimum of 2 years’ experience in a similar role

Advanced MS Office skills (Word, Excel, Power Point)

At least 2-3 years of experience in a Process Management role

Maintain knowledge of regulatory requirements and operational procedures, and ensure documentation is relevant and updated

Manage remediation & containment for potential breakdowns, while ensuring risk management procedures & timelines are followed

Continually review and assess our records management system and process to ensure we are always audit ready

Manage our Mastercard benefits program

At least 2-3 years experience capturing process requirements and translating them into process documentation, and workflow diagrams

Demonstrated experience with IT financial management practicing including Technology Business Management considered an asset

Provide people management to the Portfolio Management & Governance team.

AVP, Portfolio Management & Governance

Establish project dependencies, funding requirements, resource requirements and business impact assessments.

Ensure delivery of programs and projects in accordance with approved budgets, scope, schedule, benefits, and quality measures.

Manage the overall delivery budget and provide detailed spend / expense data for the purpose of tracking, prioritization, and decision making.

At least 5 years of relevant credit risk management experience with a major financial institution.

Working knowledge of financial modeling and portfolio management strategies – risk based pricing, aggregation, securitization, hedging, optimization

Expert analytical capabilities, with working knowledge of credit risk models

Strong credit skills, experienced in lending and credit qualified

Portfolio Management, Credit Risk Analysis

Graduate degree in business, finance, economics degree