VP, Portfolio Management

Trinity Structural Towers; Dallas (TX); On-site; USD 190,000 - 270,000; Full time

Job summary

Trinity Industries in Dallas, TX, is seeking a Vice President, Portfolio Management to lead strategy and performance for the lease fleet, optimizing utilization, yield, profitability, and asset deployment. You will direct a team of portfolio managers and analytics professionals, translating market and fleet data into disciplined portfolio strategies and decisions.

The role requires a strong track record of executive-facing leadership, deep financial acumen, and the ability to partner with

Qualifications

• Bachelor's degree in Business, Finance, Economics, Engineering, Supply Chain, Data Analytics, or related field required.
• 12+ years of progressive leadership experience in portfolio management, leasing, rail, transportation, logistics, asset management, or related.
• Experience leading teams and cross-functional collaboration.
• Railcar leasing, freight rail, or fleet management experience strongly preferred.
• Strong financial acumen including revenue, utilization, profitability analysis.
• Ability to translate complex operational, financial, maintenance, and market data into clear strategic recommendations.

Responsibilities

• Set strategic direction for the lease fleet portfolio balancing utilization and revenue.
• Lead renewals, remarketing, redeployment, and asset exits.
• Coach portfolio managers and analytics team.
• Own portfolio performance insights and executive reporting.
• Collaborate with Commercial, Maintenance Operations, Finance, IT and others to improve portfolio decisions.

Skills

Portfolio leadership

Financial acumen

Data analytics

Executive communication

Cross-functional collaboration

Education

Bachelor's degree in Business, Finance, Economics, Engineering, Supply Chain, Data Analytics, or related field

Advanced degree preferred

Tools

Power BI

Qlik

Databricks

Salesforce

ERP systems

Job description

Delivering Goods For The Good Of All - TrinityRail

While _TrinityRail_ has built one of the broadest and deepest railcar platforms in the world, it’s what’s inside our cars that counts. We are proud to manufacture, maintain, and manage the railcars that deliver the indispensable goods that keep our lives, and our economy, rolling. “Delivering Goods For The Good Of All” is why we proudly come to work each day, and this is why our company exists. This is our purpose._TrinityRail_ provides- Railcar Manufacturing: https://www.trinityrail.com/products/ - Railcar Leasing Solutions: https://www.trinityrail.com/leasing/ - Railcar Maintenance & Parts: https://www.trinityrail.com/maintenance/ - Fleet Management Services: https://www.trinityrail.com/fleet-management/For more information, visit us at trinityrail.com.Learn more about Trinsight: https://www.trinityrail.com/trinsight/Trinsight is _TrinityRail_ 's cloud-based platform purpose-built to bring your fleet into focus, allowing you to transform and streamline your supply chain with real-time tracking, analysis and management features that modern logistics demandsVideo tranFor decades, _TrinityRail_ has been delivering the goods that keep North America moving. A humble promise to transport the everyday things that make everybody's lives better. It’s our commitment to being stewards of the supply chain connecting companies with customers. People with products and Delivering Goods for the Good of All. While we've built one of the broadest and deepest railcar platforms in the world, to us it's what's on the inside that counts. And the purpose these products serve for you like grain the secret ingredient for making memories, or gravel that paves the way for a getaway, fuel to power the road trip of a lifetime, cars that transport us to exciting new places, and essential chemicals that purify our water food and promote a healthy way of life. Indispensable goods that truly move us and keep our lives, and our economy rolling. TrinityRail is proud to

Trinity Industries is seeking a Vice President, Portfolio Management in Dallas, TX. This role leads portfolio strategy and performance for Trinity's lease fleet, with accountability for optimizing utilization, yield, profitability, asset deployment, customer alignment, and long-term portfolio value. The VP leads a team of portfolio managers and a data analytics team, and partners closely with Commercial, Maintenance Operations, Finance, Structured Finance, IT, and Business Intelligence to translate market, fleet, financial, and customer data into disciplined portfolio strategies and decisions.

What You’ll Do:

• Set the strategic direction for the lease fleet portfolio, balancing utilization, revenue, lease economics, customer demand, maintenance requirements, asset mix, and long-term economic return.
• Lead decisions related to renewals, remarketing, redeployment, blend-and-extend opportunities, fleet modernization, and asset exits
• Identify underperforming assets or leases and drive action plans with Commercial and Operations to improve performance

Leadership of Portfolio Management & Analytics:

• Lead, coach, and develop portfolio managers and the supporting data analytics team
• Establish clear priorities, operating rhythms, decision frameworks, and performance expectations that strengthen commercial judgment, financial discipline, data literacy, and execution across the full portfolio function

Financial Performance & Executive Reporting:

• Own portfolio-level performance insights including utilization, availability, yield, maintenance cost exposure, termination and assignment expense, capital expenditure trends, and variance to plan

Lead executive-ready reporting, annual operating plan support, quarterly forecasts, and performance reviews that identify risks, opportunities, and actions to improve results

Cross-Functional Execution:

• Partner with Commercial on pricing, renewal planning, bid strategy, and fleet positioning
• Work with Maintenance Operations to anticipate asset readiness, shop capacity, and maintenance cost drivers
• Collaborate with Structured Finance, Finance, IT, and Business Intelligence to improve portfolio transactions, asset replacement strategies, data governance, dashboards, and scalable analytics
• Ensure portfolio decisions support a premier customer experience while maintaining commercial and financial discipline
• Use customer, market, and fleet intelligence to improve earnings, strengthen lease structures, and enhance retention — including per diem leasing, minimum guarantees, revenue sharing, and rate optimization where applicable
• Maintain and improve portfolio data accuracy, availability, and reliability to support better business decisions and growth
• Ensure data is current and properly maintained in industry platforms to meet regulatory and compliance requirements
• Leverage technology and AI tools to improve visibility into fleet and customer information, increase efficiency, and identify opportunities to capture more orders and improve portfolio performance.

Education & Experience:

• Bachelor's degree in Business, Finance, Economics, Engineering, Supply Chain, Data Analytics, or related field required; advanced degree preferred
• 12+ years of progressive leadership experience in portfolio management, leasing, rail, transportation, logistics, asset management, finance, or commercial operations in an asset-intensive industry
• Experience leading teams and building capability across commercial, financial, operational, and analytical functions
• Railcar leasing, freight rail, transportation equipment, or fleet management experience strongly preferred.
• Strong financial acumen — revenue, utilization, profitability, forecasting, variance analysis, and asset-level performance metrics
• Ability to translate complex operational, financial, maintenance, and market data into clear strategic recommendations

Executive presence with ability to influence senior leaders and build alignment across a matrixed organization

• Commercial judgment, customer orientation, disciplined risk assessment, and focus on long-term portfolio value
• Comfort with enterprise analytics environments such as Power BI, Qlik, Databricks, Salesforce, ERP, or asset management systems
• High accountability, sound decision-making, and ability to lead through ambiguity in a fast-paced environment.

Preferred Qualifications

• Experience with per diem leasing, car hire, rate audits, customer minimum guarantees, or revenue-sharing arrangements
• Background supporting executive-level portfolio reviews, capital planning, long-range fleet strategy, or enterprise transformation initiatives
• Familiarity with TrinityRail systems, ERP, AMS, Salesforce, Databricks, or comparable enterprise data environments

EOE

Trinity Industries, Inc., and its subsidiary or affiliated companies (hereinafter “Trinity”) are committed to equal employment opportunity. It is our policy to consider candidates for employment without regard to race, color, sex, sexual orientation, gender identity, religion, age, national origin, disability, or veteran status.

Trinity participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Trinity is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [e-mail] . This email address should only be used for accommodations and not general inquiries or resume submittals.