Portfolio Management Senior Associate

DTCC • Jersey City, NJ

4h • Hybrid

About The Position

DTCC’s Enterprise Transformation (ET) team drives the effective execution of the firm’s most strategic enterprise-wide imperatives. As a Portfolio Management Senior Associate, you will play a pivotal role in ensuring programs and initiatives deliver maximum value through disciplined portfolio oversight and strategic alignment. DTCC is seeking a strategic, outcomes-driven, and commercially oriented Senior Associate to join the Portfolio Management team. The ideal candidate will bring expertise in portfolio governance, investment prioritization, and stakeholder collaboration. The Portfolio Management Senior Associate will partner closely with Finance, business units, and initiative teams to optimize resource utilization, monitor OKRs, and deliver executive-level reporting on portfolio health and outcomes.
Being a member of DTCC’s Enterprise Transformation (ET) team, the Portfolio Management Senior Associate, will play a pivotal role in ensuring programs and initiatives deliver maximum value through focused portfolio oversight and strategic alignment. The ideal candidate will bring expertise in portfolio governance, investment prioritization, and stakeholder collaboration. The Portfolio Management Senior Associate will partner closely with Finance, business units, and initiative teams to optimize resource utilization, monitor OKRs, and deliver executive-level reporting on portfolio health and outcomes.

Requirements

• Minimum of 5 years of related experience
• Bachelor's degree preferred or equivalent experience
• Communicates clearly and effectively in both verbal and written formats across diverse audiences.
• Understands financial management principles and is able to interpret and apply budgets, variances, and resource utilization metrics.
• Proven ability to collaborate and build trusted relationships, navigate stakeholder dynamics, and influence outcomes effectively
• Ability to leverage data to generate actionable insights, inform decisions, track progress, and optimize performance.
• Comfortably navigates change and adapts to changing priorities.
• Proficient in Excel, including experience with pivot tables, lookup functions, and data visualization using charts and conditional formatting.
• Proficient in PowerPoint with the ability to create executive-level presentations that clearly communicate complex data, strategic insights, and portfolio performance to senior stakeholders.
• Working knowledge of portfolio management tools and reporting platforms (e.g., Power BI, Planisware, Planview, PPM, etc.
• Ability to create, leverage, and critically evaluate OKRs and KPIs to drive accountability and alignment across multiple programs
• Familiarity with Stage-Gate governance processes and ability to support decision-making at key portfolio checkpoints.

Responsibilities

• Provide end-to-end tracking of portfolio performance, including execution health, trend analysis, and actionable recommendations for improvement.
• Collaborate with Finance and initiative teams to monitor budgets, address variances, and optimize resource utilization across the portfolio.
• Develop and implement performance tracking frameworks, ensuring consistent measurement across programs and portfolios.
• Prepare and deliver senior management reports and presentations highlighting portfolio performance, analyze data to identify trends, patterns, and insights that inform business decisions.
• Facilitate the intake and vetting of new initiatives and programs, ensuring alignment with business priorities
• Ensure compliance with governance standards by monitoring adherence to Stage-Gate protocols and escalating deviations or risks as needed.
• Collaborate with cross-functional teams to prepare gate review materials, including financials, OKRs, risk profiles, and value realization plans.
• Facilitate gate reviews by coordinating with initiative and program teams, stakeholders, and governance committees to assess readiness, execution health, and alignment with strategic objectives.

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).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level