Portfolio Management Senior Associate

DTCC•Jersey City, NJ

11h•Hybrid

About The Position

The Client Interfaces Portfolio Delivery Manager drives delivery excellence, governance, planning, and operational transparency across the Client Interfaces portfolio. Working closely with Product Managers and Owners, Engineering Leads, Tribe Leadership, the EPMO, Finance, and other stakeholders, this role ensures initiatives are planned, governed, tracked, and delivered effectively. It combines portfolio management expertise with working knowledge of machine-to-machine client interaction technologies, including APIs, messaging, streaming, file transfer, connectivity, onboarding, and client integration platforms. The role acts as the primary liaison between the EPMO lead and Client Interfaces Platform, coordinating platform-wide planning and leadership reporting. It provides the Tribe Lead and Product Management team with actionable portfolio insights and recommendations, and helps ensure investments produce measurable outcomes while meeting enterprise governance and delivery standards. The successful candidate will coordinate portfolio governance and financial reporting; facilitate quarterly business and operating reviews; manage portfolio metrics, roadmaps, dependencies, risks, and delivery health; support planning, investment reviews, and business cases; maintain operating procedures and governance frameworks; and prepare, synthesize, and present executive communications. The position also requires sufficient knowledge of the Client Interfaces ecosystem—including connectivity and onboarding, API enablement, cyber resilience and recovery, client communications and data exchange, and network connectivity services—to understand portfolio priorities, dependencies, risks, and outcomes.

Requirements

At least 5 years of experience in portfolio, program, delivery, product operations, or related technology management functions.
Experience coordinating multiple complex, cross-functional technology initiatives.
Experience supporting portfolio-level financial management.
Proven experience working in Agile and product-centric delivery organizations.
Demonstrated success driving large-scale cross-functional initiatives.
Experience preparing portfolio reporting, financial updates, governance materials, and leadership communications.
Working knowledge of machine-to-machine integration platforms and client connectivity technologies.
Familiarity with APIs, messaging middleware, file transfer, streaming platforms, and enterprise integration patterns.
Familiarity with the software development lifecycle and Agile delivery practices.
Ability to understand portfolio interdependencies and translate delivery information into business and financial implications.
Bachelor's degree preferred or equivalent experience.

Nice To Haves

Financial services industry experience.
Experience supporting regulatory, operational resiliency, or infrastructure modernization programs.
Experience working with EPMO, technology governance, or enterprise delivery standards.
Experience coordinating quarterly planning, business cases, financial reviews, or investment governance.
PMP, PgMP, SAFe, Agile, or equivalent certifications.

Responsibilities

Coordinate operational management of the Client Interfaces portfolio across initiatives and products with Product Managers and delivery leads.
Maintain transparency into portfolio financial reporting, including forecasts, investment performance, variances, and supporting explanations.
Facilitate quarterly business reviews, operating reviews, and executive status reporting.
Establish and maintain portfolio-level KPIs, OKRs, and delivery metrics.
Align funding, initiative objectives, milestones, and delivered outcomes.
Identify, assess, and escalate portfolio risks, issues, and dependencies, and coordinate mitigation and resolution actions.
Serve as primary liaison between the EPMO lead and Client Interfaces Platform, coordinating requests, deliverables, and follow-up.
Coordinate platform-wide planning events, including Sprint 0 and Quarterly Planning.
Coordinate with EPMO and Delivery Excellence teams to support adherence to enterprise delivery standards.
Coordinate governance and investment reviews, enterprise governance forums, portfolio health assessments, and other gated reviews.
Partner with Product Managers and Product Owners to confirm initiative readiness and maintain portfolio roadmaps and dependency views.
Communicate EPMO framework, process, and reporting changes to Client Interfaces stakeholders.
Create and maintain RACI models, operating procedures, governance frameworks, and delivery playbooks.
Monitor milestone performance, dependency health, and execution risks, and facilitate cross-team coordination for strategic initiatives.
Support investment planning, business cases, staffing assumptions, and annual planning activities.
Partner with Finance and initiative leads on financial forecasting, investment tracking, and explanations of material variances.
Provide portfolio transparency through dashboards and executive reporting, and track decisions and actions through completion.
Prepare senior leadership review materials and coordinate recurring leadership reporting, including QBRs, weekly Enterprise Services leadership updates, and Squad Delivery Efficacy scores.
Aggregate and synthesize portfolio information so reporting drafts are accurate, consistent, and ready for Product Management review.
Develop portfolio scorecards, executive summaries, and leadership-ready updates.
Present portfolio performance, risks, financial position, and strategic recommendations to leadership.
Translate technical delivery information into business-focused messaging.
Advise the Tribe Lead with objective analysis and recommendations on portfolio priorities, risks, and delivery effectiveness.
Develop and maintain knowledge of the Client Interfaces ecosystem, including connectivity and onboarding, API enablement, cyber resilience and recovery, client communications and data exchange, and network connectivity services.

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 and family care, and other leaves of absence.
Flexible/hybrid work model with three days onsite and two days remote.

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