Portfolio Management Senior Associate

DTCC; Boston (MA); Hybrid; USD 110,000 - 155,000; Full time

Benefits offered by this job

Health and life insurance

Pension/Retirement benefits

Flexible/hybrid work model (onsite Tue

2 remote days)

Job summary

DTCC is seeking a Senior Associate, Enterprise Portfolio Office Governance Execution & Decision Enablement in Boston. You will support governance forums, coordinate committee readiness, and maintain action and decision logs to ensure timely, executive-ready decisions.

The role requires experience in portfolio management, PMO functions, and collaboration across risk, finance and delivery teams. You will partner with multiple teams to strengthen input quality, improve reporting consistency, and

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 4+ years of experience in portfolio management, PMO/EPMO, governance, or related delivery functions.

Responsibilities

• Support enterprise governance forums with clear agendas, pre-reads, and meeting outputs.
• Coordinate committee readiness, calendars, content standards and follow-up with teams.
• Maintain action, escalation, and decision logs with owners and closure tracking.
• Translate complex portfolio topics into clear decision points, options, and escalation paths.
• Provide consolidated visibility into risks, dependencies, and change items for governance leadership.
• Collaborate with Portfolio Advisory, Controls, Data & Continuous Improvement teams on reporting quality and standards.
• Streamline forums and reporting to improve decision quality and accountability.
• Prepare regular status updates and insights for senior leadership with portfolio partners.

Skills

Executive governance

PMO/EPMO

Portfolio management

Stakeholder collaboration

Education

Bachelor's degree preferred

Equivalent experience

Tools

Planview

JIRA

Microsoft Office

Job description

JOB DESCRIPTION

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

Pay and Benefits:

• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Pension / Retirement benefits
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).

The Impact you will have in this role:

The Senior Associate, Enterprise Portfolio Office Governance Execution & Decision Enablement, supports the governance operating cadence and decision enablement routines that convert portfolio and program information into clear decisions, ownership, escalation paths and follow-through. The role helps run efficient executive governance forums, coordinate committee readiness, strengthen decision quality, maintain action and decision records, and provide consolidated visibility into risks, issues, dependencies and blockers across the enterprise portfolio.

Your Primary Responsibilities:

• Support the execution of enterprise governance forums through crisp agendas, pre-reads, decision asks, materials, meeting outcomes and post-forum communications.
• Coordinate committee readiness activities, including submission calendars, content standards, review cycles, readiness checks and follow-up with initiative and program teams.
• Maintain action, escalation, decision record and follow-through routines to ensure decisions are clearly documented, owners are identified and next steps are tracked to closure.
• Help translate complex portfolio and program topics into clear decision points, options, impacts, risks and recommended escalation pathways.
• Provide consolidated visibility into risks, issues, dependencies, blockers and change control items requiring governance attention or leadership decisions.
• Partner with Portfolio Advisory and Standards, Controls, Data & Continuous Improvement teams to strengthen input quality, reporting consistency and executive material standards.
• Support rationalization of forums, meetings and reporting routines to reduce administrative burden while improving decision quality, accountability and transparency.
• Prepare regular program and portfolio status updates, insights and recommendations for senior leadership and key stakeholders in coordination with portfolio partners.

Leadership Expectations:

• Champion Inclusion: Embrace Individual differences and create an environment of support, belonging and trust. Invite every voice, every day.
• Communicate Clearly: Listen to understand, ask questions for clarity and deliver messages with purpose. Be intentional to ensure your message is understood
• Instill Ownership: Ensure accountability, manage execution, and mitigate risk to deliver results. Be proactive to make a positive impact.
• Inspire Growth: Develop yourself and others through coaching, feedback and mentorship to meet career goals. Build capabilities of others, strengthen our organization.
• Propel Change: Think critically, respectfully, challenge, and create innovative ways to drive growth. Be bold and challenge to make things better.

Qualifications

• Bachelor's degree preferred or equivalent experience
• Minimum of 4 years of related experience in portfolio management, PMO/EPMO, governance, program delivery, business management, strategy execution or a related discipline

Talents Needed for Success

• Experience supporting executive committees, governance forums, portfolio councils, executive-level workflows or senior management review routines.
• Strong organizational skills with experience managing calendars, agendas, materials, decision logs, action trackers, escalations and follow-through routines.
• Ability to synthesize complex program and portfolio information into clear decision points, options, risks, dependencies and executive-ready communications.
• Working knowledge of risk, issue, dependency, change control and portfolio health reporting practices.
• Demonstrated ability to collaborate across business, technology, risk, finance and delivery teams in a complex organization.
• Proficiency with Microsoft Office tools; experience with project or portfolio management tools such as Planview and JIRA preferred.

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

ABOUT US

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC’s subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn , X , YouTube , Facebook and Instagram .

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you’ll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It’s the chance to make a difference at a company that’s truly one of a kind.

Learn more about Clearance and Settlement by clicking here .

ABOUT THE TEAM

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.