Portfolio Management Senior Associate

DTCC • Jersey City, NJ

2d • Hybrid

About The Position

The Senior Associate, Portfolio Management supports DTCC’s enterprise “front door” advisory model through portfolio analysis, planning coordination, prioritization support, and value realization tracking. Working with Portfolio Management leadership and partners across Business, Technology, Finance, and Risk, this individual contributor independently manages assigned analyses and deliverables within established processes, validates portfolio information, and prepares insights that support investment decisions.

The role helps maintain visibility into portfolio health, monitors risks, dependencies, and expected benefits, and escalates issues requiring leadership attention. It contributes to execution discipline and informed decisions on funding, capacity, risk, and value. The position does not include responsibility for managing a team or approving enterprise investment priorities.

Requirements

• Minimum of 5 years of related experience in portfolio management, PMO/EPMO, business management, strategy execution, investment planning, or a related discipline, including experience performing analysis, coordinating cross-functional inputs, and independently delivering assigned work.
• Bachelor’s degree required or equivalent experience.
• Experience supporting portfolio or initiative analysis across operational (“Run”), business growth (“Grow”), or strategic transformation (“Transform”) initiatives, with an understanding of strategic alignment, investment priorities, risk, and value realization.
• Ability to organize and independently complete assigned work, manage competing deadlines, and coordinate stakeholder contributions without direct authority.
• Working knowledge of portfolio planning, prioritization, annual planning, intake, and demand management, with experience supporting planning cycles or portfolio reviews.
• Ability to relate initiative objectives, funding, capacity, risks, and expected outcomes, and organize relevant information into clear analyses for decision support.
• Working knowledge of business cases, benefits realization, KPI/OKR tracking, ROI/NPV concepts, and resource, demand, and capacity management; ability to apply established methods to validate inputs and support analysis.
• Strong written and verbal communication skills, including the ability to summarize findings, prepare concise presentations, facilitate working discussions, and follow up on actions.
• Strong analytical skills and attention to detail, including the ability to reconcile portfolio data, identify trends and inconsistencies, ask constructive questions, and develop evidence-based findings and draft recommendations.
• Experience collaborating across business, technology, finance, risk, or delivery teams; familiarity with regulated environments and the importance of accurate reporting, documented controls, and timely escalation.
• Proficiency with Microsoft Office tools.

Nice To Haves

• Professional certification, certification in progress, or relevant coursework or formal studies in portfolio management, program management, project management, Agile delivery, business analysis, or a related discipline.
• Experience with project or portfolio management tools such as Planview.

Responsibilities

• Manage assigned portfolio deliverables and analyses, coordinate stakeholder inputs, track commitments, and escalate obstacles to timely completion.
• Support portfolio intake and front-door advisory activities by gathering information, checking submission completeness, and coordinating reviews using established criteria and processes.
• Analyze initiative alignment with enterprise strategy, business priorities, risk appetite, capacity, and financial objectives, documenting gaps and findings for review.
• Monitor assigned portfolio information, including milestones, expected benefits, delivery risks, and business outcomes; follow up with initiative owners and escalate variances or data gaps.
• Coordinate assigned annual planning activities, consolidate demand, funding, and resource-capacity inputs, and prepare analyses and materials for prioritization and leadership reviews.
• Support recurring portfolio reviews by preparing agendas and reporting, documenting risks, issues, dependencies, and decision needs, and tracking actions through closure.
• Maintain portfolio dashboards and established KPI and OKR measures, validate underlying data, track value realization, and identify trends requiring further analysis or attention.
• Perform investment and scenario analyses using established criteria across strategy, value, risk, capacity, and funding; summarize trade-offs and draft recommendations for leadership review.
• Review plans, business-case assumptions, risk updates, and portfolio forecasts for completeness and consistency; raise questions and coordinate resolution of discrepancies with relevant owners.
• Collaborate with Business, Technology, Finance, Risk, and delivery teams to gather and reconcile portfolio inputs, prepare decision-support materials, and identify practical improvements to reporting and coordination.

Benefits

• Competitive compensation, including base pay and annual incentive.
• Comprehensive health and life insurance and well-being benefits, based on location.
• Pension and retirement benefits.
• Paid time off, personal/family care, and other leaves of absence to support physical, financial, and emotional well-being.
• Flexible/hybrid work model with three days onsite and two days remote.

What This Job Offers

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