Portfolio Program Manager

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading consulting firm in New York seeks a Portfolio Program Manager to oversee investment portfolios and coordinate initiatives across various programs. The ideal candidate will have a Bachelor's degree in a relevant field, strong analytical skills, and proficiency in Excel. Responsibilities include monitoring performance, developing dashboards, and ensuring alignment with strategic objectives. This position offers a competitive salary range of $140,000 – $185,000 annually.

Qualifications

• Understanding of portfolio management principles.
• Experience in portfolio oversight or investment program management preferred.
• Ability to manage multiple initiatives in a fast-paced environment.

Responsibilities

• Oversee and coordinate portfolio-level initiatives.
• Monitor portfolio performance and program execution.
• Develop dashboards and analytics for portfolio insights.

Skills

Analytical skills

Communication skills

Excel proficiency

Attention to detail

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Tools

Excel

PowerPoint

SQL

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Portfolio Program Manager position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with managing investment portfolios, coordinating portfolio-level initiatives, and optimizing program outcomes.

Actual openings may vary depending on employer focus, portfolio strategy, and program scope.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

The Portfolio Program Manager oversees the planning, execution, and monitoring of initiatives across investment portfolios. This role ensures that portfolio objectives are achieved, resources are allocated efficiently, and program performance is optimized.

The position involves collaboration with portfolio managers, investment teams, finance, and senior leadership to align strategies, monitor outcomes, and drive value creation across multiple investment programs.

Key Responsibilities

Oversee and coordinate portfolio-level initiatives to ensure alignment with strategic objectives

Monitor portfolio performance, capital allocation, and program execution

Develop and maintain dashboards, reporting tools, and analytics for portfolio insights

Coordinate with internal teams and external partners, including fund managers, auditors, and legal counsel

Conduct risk assessments, performance reviews, and compliance monitoring across portfolios

Identify opportunities to optimize portfolio performance, enhance operational efficiency, and improve program outcomes

Prepare detailed reports, presentations, and updates for senior leadership and stakeholders

Ensure adherence to governance frameworks, internal policies, and regulatory requirements

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or a related field

Understanding of portfolio management, investment operations, or program management principles

Experience in portfolio oversight, investment program management, or capital allocation (preferred but not required)

Strong analytical skills and attention to detail

Proficiency in Excel; familiarity with PowerPoint, SQL, or portfolio management tools is a plus

Excellent written and verbal communication skills for reporting and stakeholder engagement

Ability to manage multiple initiatives in a dynamic, fast-paced environment

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to portfolio management, investment, and program teams

Interview preparation for portfolio, investment, and program management assessments

To learn more or express interest in portfolio management roles, visit:
https://www.careerlaunch.ai/