Invest & Operate Portfolio Manager

Truist; Atlanta (GA); On-site; USD 105,000 - 145,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k

Job summary

Truist is seeking a senior operations professional to consolidate analysis across portfolio areas and oversee governance of transformation and run-the-bank work. You will manage intake, evaluation, and funding governance while providing integrated reporting and decision support to Risk & Regulatory, Operate, Core Technology, and Discretionary portfolios.

The role requires leading tech projects, driving process improvements, and coaching junior staff, with in-office requirements and no visa

Qualifications

• Bachelor’s degree or equivalent education, training, and work-related experience.
• Minimum of 7 years of relevant experience in business operations or related professional roles.
• Strong knowledge of business processes, technology applications, and operational management.
• Proficiency in standard office software (e.g., Microsoft Office).

Responsibilities

• Leads the execution of larger technology projects, coordinating operational activities to ensure efficiency, reliability, and alignment with business objectives.
• Identifies, designs, and implements process and technology improvements to enhance operational workflows within area of responsibility.
• Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
• Analyses and reports on performance metrics to drive continuous operational improvements.
• Executes on operational technology strategies and initiatives to support business objectives.
• Integrates innovative solutions to improve business outcomes and operational effectiveness.
• Guides key external partnerships and leading cost-optimization efforts that enhance financial performance and support organizational objectives.
• Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
• Communicates operational status, risks, and improvement plans to senior stakeholders and leadership.
• Provides coaching, guidance, and leadership to junior team members and supports their professional development.

Skills

Project leadership

Cross-functional collaboration

Analytical skills

MS Office

Education

Bachelor's degree

Tools

Power BI

Microsoft Office

Job description

Need Help?

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Consolidates Operate, Discretionary, and integrated portfolio analysis into a single management function — overseeing prioritization, governance, and delivery of business-as-usual (run-the-bank) work, the largest recurring spend category and source of most self-funding levers. Manages intake, evaluation, and governance of transformation and discretionary funding requests, and provides integrated analysis, reporting, and decision support across the Risk & Regulatory, Operate, Core Technology, and Discretionary portfolios.

*Please note that for this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)

**Please also note that candidates must be located in *or* willing to self-relocate to one of the following locations: Charlotte, NC or Atlanta, GA. Truist has 'in office' requirements that must be honored.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Leads the execution of larger technology projects, coordinating operational activities to ensure efficiency, reliability, and alignment with business objectives.
2. Identifies, designs, and implements process and technology improvements to enhance operational workflows within area of responsibility.
3. Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
4. Analyses and reports on performance metrics to drive continuous operational improvements.
5. Executes on operational technology strategies and initiatives to support business objectives.
6. Integrates innovative solutions to improve business outcomes and operational effectiveness.
7. As applicable, drives strategic alignment and operational excellence by guiding key external partnerships and leading cost-optimization efforts that enhance financial performance and support organizational objectives.
8. Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
9. Communicates operational status, risks, and improvement plans to senior stakeholders and leadership.
10. Provides coaching, guidance, and leadership to junior team members and supports their professional development.

Qualifications
Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor’s degree or equivalent education, training, and work-related experience.
2. Minimum of 7 years of relevant experience in business operations or related professional roles.
3. Strong knowledge of business processes, technology applications, and operational management.
4. Proficiency in standard office software (e.g., Microsoft Office).

Preferred Qualifications

1. Bachelor’s degree in business administration, finance, technology, or related field.
2. Experience managing run-the-bank (Operate) and discretionary/transformation portfolios, including intake, prioritization, and funding governance.
3. Familiarity with integrated portfolio analysis and reporting tools (e.g., Power BI portfolio metrics, investment and demand governance forums).

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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