lead portfolio manager

Risant Health

<div><b>Company Description</b><p><br>
Risant Health, a nonprofit affiliate of Kaiser Foundation Hospitals, is transforming healthcare by accelerating the adoption of value-based care across community health systems. Headquartered in the Washington, DC area, Risant Health partners with nonprofit, community-based systems&mdash;starting with Geisinger&mdash;to expand access to care that prioritizes health outcomes and affordability.</p><p>
Backed by nearly 80 years of Kaiser Permanente&rsquo;s value-based care expertise, Risant Health operates independently to support its portfolio of health systems with shared resources, strategic guidance, and operational support&mdash;while preserving their community roots.</p><b><br>
Job Description</b><p><br>
The Data &amp; Analytics (D&amp;A) team delivers strategic insights, analytics products, and decision-support capabilities across Risant Health, Risant Health&rsquo;s Value-Based Platform (VBP) and Risant Health Organizations (RHOs), and Kaiser Permanente (KP). Through four key pillars&mdash;Risant Strategic Analytics, VBP/Solution Intelligence, RHO Support &amp; Enablement, and Foundational Capabilities&mdash;the team translates data into actionable intelligence that drives clinical quality improvement, total cost of care reduction, better experiences for members and clinicians, and health equity.</p><p>
The D&amp;A Portfolio Management Lead drives strategic portfolio management across all D&amp;A initiatives, ensuring alignment with business priorities, optimal allocation of resources, and delivery of maximum value. This role establishes and governs intake, prioritization, and roadmap planning processes while coordinating dependencies across analytics pods, platform development, and other strategic initiatives. The Portfolio Management Lead is the central orchestrator of D&amp;A delivery, liaising with VBP teams, Risant Technology and RHO counterparts (as necessary) to balance stakeholder needs and resource constraints to maximize impact for Risant Health and RHOs.</p><p><b>
Job Responsibilities</b></p><p><b>
Portfolio Intake &amp; Prioritization: </b>Lead portfolio intake and prioritization across D&amp;A pillars, ensuring alignment with business strategy. Serve as point of contact for new analytics requests, including adhoc requests from Risant leadership. Facilitate intake evaluation process including business impact assessment, effort estimation, and resource allocation recommendations.</p><p><b>
Portfolio Backlog &amp; Roadmap Definition: </b>Develop and maintain portfolio roadmap, working closely with analytic asset owners, business and clinical partners to translate complex business needs into roadmap components. Maintain roadmap through close partnership with analytics product managers / owners / program managers.</p><p><b>
Portfolio Optimization &amp; Planning: </b>Partner with analytic product managers / owners / program managers and D&amp;A leadership to balance competing priorities and optimize overall portfolio value. Lead quarterly portfolio planning cycles, incorporating feedback from RHOs, VBP teams, and executive stakeholders. Incorporate updates into Risant Quarterly Business Review (QBR) and Monthly Business Review (MBR) as needed, working closely with D&amp;A leadership.</p><p><b>
Cross-Pillar Coordination &amp; Continuous Improvement:</b> Coordinate dependencies across each D&amp;A pillar, helping resolve resource conflicts and priority misalignments. Drive continuous improvement in portfolio management processes, tooling, and governance structures.</p><p><b>
Cross-Functional Alignment: </b>Serve as a liaison between D&amp;A, clinical, business, and technical stakeholders in key forums (including VBP Product Governance &ldquo;War Rooms&rdquo;).</p><p><b>
Performance Monitoring: </b>Establish and monitor portfolio-level KPIs including delivery velocity, resource utilization, business value delivered, and stakeholder satisfaction. Provide executive reporting on portfolio health, risks, and recommendations for strategic adjustments.</p><p><b>
Refine Analytics Strategy: </b>Actively inform and refine Risant Health&rsquo;s analytics strategy (including standards and approaches) for data sourcing and usage, measurement methodologies and analytics deployment based on evolving portfolio needs and industry trends.</p><p><b>
Vendor Management: </b>In coordination with D&amp;A and other functional leaders, help manage vendor relationships and provide oversight to their performance.</p><b><br>
Qualifications</b><p><b><br>
Required Qualifications: Education and Experience</b></p><p><b>
Education:
</b></p><ul><li>Bachelor&rsquo;s degree in Business, Healthcare Administration, Data Science, Engineering, Health Informatics, or related field</li></ul><p><b>
Experience:</b></p><ul><li>
Seven (7) years working with healthcare analytics or business intelligence functions in healthcare (payer, provider, health tech) with exposure to value-based care models in healthcare</li><li>
Five (5) years in portfolio management, program management, product management, or analytics delivery in healthcare or related industry</li><li>
Five (5) years demonstrated ability to lead cross-functional teams, influence stakeholders, and coordinate complex initiatives across multiple workstreams</li><li>
Experience with common analytics platforms (Tableau, Power BI, Snowflake)</li><li>
Familiarity with Total Cost of Care analytics, risk adjustment, clinical quality measures</li></ul><p><b>
Education Preferred:</b></p><ul><li><p>
Master&rsquo;s degree in Business Administration, Health Informatics, Public Health, or related field</p></li></ul><p><b>
Required Technical Competencies:</b></p><ul><li>
Deep expertise in strategic portfolio management methodologies, agile delivery frameworks, and prioritization techniques, including ability to balance short-term delivery needs against long-term capability building</li><li>
Strong understanding of healthcare analytics (including common data sources / standards and industry-standard analytic methodologies), value-based care models, data &amp; analytics solution delivery</li><li>
Analytical mindset with ability to assess business impact, technical complexity, and resource requirements</li><li>
Exceptional stakeholder management skills with ability to influence without explicit authority across clinical, operational, and technical teams</li><li>
Excellent communication skills with ability to present complex portfolio dynamics to executive audiences</li><li>
Strong financial acumen including budget management, ROI analysis, and value realization tracking</li><li>
Experience with portfolio management tools (Jira, Asana, Smartsheet) and data visualization platforms</li></ul><p><b>
Required Interpersonal Competencies:</b></p><ul><li>
Critical Thinking/Problem Solving</li><li>
Planning/Priority Setting</li><li>
Strategic Planning/Thinking/Creativity</li><li>
Communication</li><li>
Collaboration/Teamwork</li><li>
Business Acumen/Understanding the Organization</li><li>
Adaptability/Flexibility</li><li>
Influencing/Persuading</li></ul><p><b>
Preferred Technical Competencies:</b></p><ul><li>
Change management expertise to drive adoption of new portfolio processes and governance structures</li><li>
Proficiency in Microsoft Office Suite (e.g., Excel, PowerPoint, PowerBI) for reporting and presentations</li></ul><p><b>
Certification and/or Licensure Preferred:</b></p><ul><li>
PMI Portfolio Management Professional (PfMP)</li><li>
PMI Project Management Professional (PMP)</li><li>
Certified Scrum Product Owner (CSPO)</li><li>
Certified Scrum Master (CSM)</li><li>
SAFe Scrum Master (SSM)</li><li>
SAFe Product Owner / Manager (POPM)</li><li>
SAFe Agile Product Manager (APM)</li><li>
SAFe Lean Portfolio Manager (LPM)</li><li>
SAFe Practice Consultant (SPC)</li><li>
Lean Six Sigma Black Belt</li><li>
Lean Six Sigma Green Belt</li></ul><p><b>
This hybrid role requires working onsite up to two days per week in either our Washington, DC or Renton, WA office. Bi‑monthly travel is also required.</b></p><b><br>
Additional Information</b><p><b><br>
Compensation and Benefits: </b>The projected base salary for this position ranges from $195,000 to $257,400 depending on experience and qualifications. This role is also eligible for incentive compensation and a comprehensive benefits package, including wellness programs, retirement savings, and relocation support as applicable.</p><p><b>
Join us! </b>If you are passionate about improving healthcare through innovative solutions and want to make a meaningful impact, we encourage you to apply. Risant Health is an equal opportunity employer committed to creating a diverse and inclusive workplace. We welcome applicants from all backgrounds and experiences. All your information will be kept confidential according to EEO guidelines.</p></div>

Analytics Portfolio Management Lead

The Emirates Group

<div><h5 class="jobSectionHeader"><b>Job Purpose
</b></h5><div>At Emirates, we believe in connecting the world, to and through our global hub in Dubai and in constantly innovating to ensure our customers &lsquo;Fly Better&rsquo;. As one of the most recognised and admired brands globally, we&rsquo;re driven by innovation and excellence.<br>
</div><div></div><br>
<div>Emirates Group IT thrives on the dynamic nature of technology. As pioneers in aviation innovation, we are always pushing boundaries and continuously evolving our ways of working. We are seeking an experienced <b>IT Portfolio Lead &ndash; Cloud ERP </b>to play a critical role in strengthening portfolio governance, driving delivery excellence, and enabling data‑driven investment decisions across our enterprise technology landscape.<br>
</div><p></p><br>
<p><b>This is a 36-month fixed-term contract based in Dubai, with 5 days per week in the office.<br>
</b></p><p></p><br>
<br>
<div>As <b>IT Portfolio Lead &ndash; Cloud ERP </b>, you will be responsible for designing, implementing, and continuously improving Portfolio and Programme Management Office (PMO) practices that ensure the successful, timely, and cost‑effective delivery of complex Cloud ERP initiatives. You will also play a key role in supporting the organisation&rsquo;s transition to new ways of working by evolving governance frameworks, processes, and reporting to support an increasingly dynamic and integrated portfolio.<br>
</div><div></div><br>
<p>As an IT Portfolio Lead, you will:
</p><div><ul><li>Design and implement consistent PMO best practices across Cloud ERP portfolios and programmes to ensure the successful and timely delivery of initiatives within approved cost, scope, and funding constraints.
</li><li>Implement and uphold portfolio funding and investment governance, monitoring performance and providing data‑driven insights to senior stakeholders to support informed prioritisation and investment decisions.
</li><li>Design and deliver portfolio, programme, and project‑level reporting for senior management, supported by effective tools enablement, coaching, mentoring, and quality assurance.
</li><li>Lead the evolution of PMO processes, frameworks, and governance models to support new ways of working and an increasingly dynamic Cloud ERP portfolio environment.
</li><li>Drive the transition from traditional PMO practices to an Agile PMO, supporting objective milestones, Lean‑Agile budgeting, and outcome‑focused delivery.
</li><li>Act as a trusted advisory and communication partner on portfolio strategy, enabling strong collaboration between the PMO, Product Portfolio Managers, and Business Partners.
</li><li>Develop and implement a consistent PMO methodology for managing schedules, resources, budgets, risks, dependencies, and performance metrics in line with governance standards.
</li><li>Measure and manage overall programme and portfolio performance, ensuring accurate tracking of delivery, cost, risk, issues, dependencies, and benefits.
</li>Play a key role in annual budget preparation, capacity planning, expenditure tracking, and cost recovery across the Cloud ERP portfolio.<br>
<li>
</li></ul></div><p></p><br>
<h5 class="jobSectionHeader"><b>Qualification
</b></h5><p>To be considered for the role you must meet the below requirements
</p><div><ul><li>Degree or Honours (12+3 or equivalent) with extensive experience in portfolio, programme, or enterprise ‑ scale delivery management within a large, complex organisation.
</li><li>Minimum of 5 years proven experience designing and operating PMO or Portfolio Management frameworks, including funding governance, performance reporting, and executive ‑ level decision support.
</li><li>Strong experience driving organisational change, including the transition from traditional PMO models to Agile or Lean ‑ Agile portfolio governance.
</li><li>Demonstrated ability to engage and influence senior stakeholders, executives, and cross ‑ functional teams in a matrix and global environment.
</li><li>Strong analytical capability with a proven track record of delivering data ‑ driven insights to support investment, prioritisation, and capacity decisions.
</li><li>Experience with portfolio, programme, and project management tools and enterprise reporting platforms.
</li><li>Professional certifications in portfolio, programme, project, or agile delivery management are desirable.
</li></ul></div><p><b>Leadership role: </b>No<br>
</p><p></p><br>
<h5 class="jobSectionHeader"><b>Salary &amp; benefits
</b></h5><p>Join us in Dubai and enjoy an attractive tax-free salary and travel benefits that are exclusive to our industry, including discounts on flights and hotels stays around the world. Find out what it&rsquo;s like to live and work in our fast-paced, cosmopolitan home city in the Dubai Lifestyle section of our website www.emirates.com/careers</p></div><p></p>

IT Portfolio Lead

BMO Financial Group

201 S Grove Avenue Barrington Illinois,60010
<br>
<div><p>Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.</p><ul><li>
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.</li><li>
Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies.</li><li>
Develops investment proposals and participates in meetings with prospects/clients.</li><li>
Provides investment management, fiduciary expertise and strategic leadership for business, products, and policies to Investment professionals within the assigned portfolio / jurisdiction.</li><li>
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.</li><li>
Acts as a subject matter expert on relevant regulations and policies.</li><li>
May network with industry contacts to gain competitive insights and best practices.</li><li>
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.</li><li>
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.</li><li>
Helps determine business priorities and best sequence for execution of business/group strategy.</li><li>
Conducts independent analysis and assessment to resolve strategic issues.</li><li>
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.</li><li>
Acts as the prime subject matter expert for internal/external stakeholders.</li><li>
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.</li><li>
Defines business requirements for analytics &amp; reporting to ensure data insights inform business decision making.</li><li>
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.</li><li>
Monitors and tracks performance, and addresses any issues.</li><li>
Designs and produces regular and ad-hoc reports, and dashboards.</li><li>
Collects data needed for quarterly performance reporting and analyzes the performance of each mandate on the platform.</li><li>
Develops and recommends model portfolios based on the statistical evaluation of risk, return, and correlations.</li><li>
Prepares spreadsheets and reports with information about performance information, portfolio summaries, asset allocation targets, etc.</li><li>
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.</li><li>
Leads the development of the communication strategy focusing on positively influencing or changing behaviour.</li><li>
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.</li><li>
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.</li><li>
Leads / participates in the management of governance meetings and maintenance of governing body mandates, oversight and approval guidelines.</li><li>
May provide specialized support for other internal and external regulatory requirements.</li><li>
Oversees the design, development, and implementation of tools and training required to deliver business results.</li><li>
Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.</li><li>
Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.</li><li>
Leads/supports contract negotiations with vendors, balancing cost, risk and performance.</li><li>
Leads/participates in the design, implementation and management of core business/group processes.</li><li>
Develops and manages a business/group program.</li><li>
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.</li><li>
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.</li><li>
Performs sales &amp; service support activities as required to meet client needs and maintain overall service levels.</li><li>
Provides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports.</li><li>
Meets high-quality service standards to maximize relationship retention and growth.</li><li>
Develops rapport and instills confidence with the client to develop credibility and earn their trust.</li><li>
Builds effective relationships with internal/external stakeholders.</li><li>
Ensures alignment between stakeholders.</li><li>
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, act in their best interests, and ensures an effectively run function.</li><li>
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.</li><li>
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.</li><li>
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.</li><li>
Implements changes in response to shifting trends.</li><li>
Broader work or accountabilities may be assigned as needed.<p><b>
Qualifications:</b></p></li><li>
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.</li><li>
MBA or Finance certification preferred.</li><li>
In-depth / expert understanding of portfolio management principles and asset mix determination.</li><li>
In-depth / expert understanding of fiduciary law and applicability to trust investment accounts.</li><li>
In-depth / expert knowledge of equity and fixed income markets.</li><li>
In-depth / expert understanding of tax-related issues affecting investments.</li><li>
In-depth / expert knowledge of the regulatory environment.</li><li>
Seasoned professional with a combination of education, experience and industry knowledge.</li><li>
Verbal &amp; written communication skills - In-depth / Expert.</li><li>
Analytical and problem solving skills - In-depth / Expert.</li><li>
Influence skills - In-depth / Expert.</li><li>
Collaboration &amp; team skills; with a focus on cross-group collaboration - In-depth / Expert.</li><li>
Able to manage ambiguity.</li><li>
Data driven decision making - In-depth / Expert.</li></ul>
<p><b>Salary:</b></p><p>
$102,000.00 - $190,000.00</p><p><b>
Pay Type:</b></p><p>
Salaried</p><p>
The above represents BMO Financial Group&rsquo;s pay range and type.</p><p>
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.</p><p>
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards</p>
<p><b>About Us</b></p><p>
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.</p><p>
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.</p><p>
To find out more visit us at https://jobs.bmo.com/us/en
</p><p>BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.</p><p>
BMO 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 BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.</p><p>
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</p></div>

Senior Portfolio Manager, Director

Ameriprise Financial

<div>The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><br>
Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</p></li><li><p>
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</p></li><li><p>
Build and analyze investment portfolios tailored to HNWI clients.</p></li><li><p>
Prepare detailed portfolio reports and client-facing investment presentations.</p></li><li><p>
Complete quarterly tasks to maintain the investment team&rsquo;s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</p></li><li><p>
Leverage Morningstar Direct and Preqin databases for research and analysis.</p></li><li><p>
Collaborate with internal teams to ensure high levels of client satisfaction.</p></li><li><p>
Monitor market trends and identify investment opportunities.</p></li><li><p>
Maintain strong communication with internal teams and product partners.</p></li></ul><p><b><br>
Required Qualifications</b></p><ul><li><p><br>
Bachelor's Degree or equivalent experience.</p></li><li><p>
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</p></li><li><p>
Familiarity with Financial planning concepts and strong analytical and reporting skills.</p></li><li><p>
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</p></li><li><p>
Experience with financial tools like Morningstar Direct, Preqin etc.</p></li><li><p>
Detailed oriented with strong analytical skills.</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</p></li><li><p>
Ability to take direction and work independently with minimal supervision.</p></li><li><p>
Ability to establish and maintain strong relationships with internal teams and across the organization.</p></li></ul><p><b><br>
Preferred Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in mathematics, Finance, Statistics, Economics, or Accounting</p></li><li><p>
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.</p></li></ul><p></p><p><b><br>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Lead Portfolio Investment Analyst

<div>The HNWI Portfolio Analyst will build and analyze investment portfolios for high-net-worth individuals (HNWI). This role demands strong financial acumen, deep product knowledge, and proficiency in portfolio tools and databases. The ideal candidate will have prior experience in the HNW space and demonstrate the ability to work independently while collaborating effectively with internal stakeholders.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
Provide support to the US-based Portfolio Strategist in servicing the HNWI portfolios and learn the US investment landscape.</p></li><li><p>
Review, verify, and input investment holding data into portfolio analytic tools to analyze current client/prospect portfolios.</p></li><li><p>
Build and analyze investment portfolios tailored to HNWI clients.</p></li><li><p>
Prepare detailed portfolio reports and client facing investment presentations.</p></li><li><p>
Complete quarterly tasks to maintain the investment team&rsquo;s operational readiness (e.g., update quarterly performance metrics, approved investment strategies lists, etc.)</p></li><li><p>
Leverage Morningstar Direct and Preqin databases for research and analysis.</p></li><li><p>
Collaborate with internal teams to ensure high levels of client satisfaction.</p></li><li><p>
Monitor market trends and identify investment opportunities.</p></li><li><p>
Maintain strong communication with internal teams and product partners.</p></li></ul><p></p><p><b>
Required Qualifications</b></p><ul><li><p>
Bachelor's Degree or equivalent experience.</p></li><li><p>
5-7 years of relevant experience, preferably in the financial services industry, including 3-5 years in the HNW wealth management space.</p></li><li><p>
Familiarity with Financial planning concepts and strong analytical and reporting skills.</p></li><li><p>
Strong investment products knowledge or willingness to acquire it (critical for discussions and recommendations).</p></li><li><p>
Experience with financial tools like Morningstar Direct, Preqin etc.</p></li><li><p>
Detailed oriented with strong analytical skills.</p></li><li><p>
Strong communications skills, both oral and written, to interact with team, business partners, advisors, and senior management.</p></li><li><p>
Ability to take direction and work independently with minimal supervision.</p></li><li><p>
Ability to establish and maintain strong relationships with internal teams and across the organization.</p></li></ul><p></p><p><b>
Preferred Qualifications</b></p><ul><li><p>
Bachelor&rsquo;s degree in mathematics, Finance, Statistics, Economics, or Accounting</p></li><li><p>
Preferred certifications (not mandatory): CFA and/or CFP and/or Series 7/63/66 and/or SIE, or progress towards.</p></li></ul><p></p><p><b><br>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Senior Portfolio Investment Analyst Lead

Apple

<p>Imagine what you could do here. At Apple, new ideas have a way of quickly becoming great products, services, and customer experiences. Bring passion and dedication to your job, and there's no telling what you could accomplish. Do you love taking on bold new challenges? Do you possess a deep knowledge of intellectual property (IP) and patents, care about details, drive efficient execution, and have a passion for innovation? We uphold Apple&rsquo;s high ethical and corporate standards as we protect Apple&rsquo;s Intellectual Property. You&rsquo;ll provide legal support for the development of world-class products and services. Working for a company that invents new product categories and creates new industries means you&rsquo;ll be challenged to creatively apply your knowledge and expertise to rare and often unexplored aspects of the law.<br>
<br>
<b>Description</b><br>
<br>
We&rsquo;re hiring a Patent Attorney to help protect Apple&rsquo;s rapidly evolving operating systems, ecosystem technologies, device security, interoperability capabilities, and software development. You&rsquo;ll lead engagements with the business to build and leverage the associated worldwide patent portfolio and strategy. Responsibilities includes identifying patentable inventions; securing high-quality, strategic patent assets; providing expert technical and legal analysis; handling patent challenges; providing guidance in support of patent transactions and licensing matters; assigning and managing work performed by outside law firms; and working with engineering and other business organizations to understand priorities and challenges. This position also will provide cross-functional support for acquisitions, regulatory, IP licensing, enforcement, standards, and litigation activities.<br>
<br>
<b>Preferred Qualifications</b><br>
<br>
Advanced degree in computer science or software engineering; and/or<br>
<br>
In-house experience;<br>
<br>
experience working in and/or providing support for standards, open source, transactions, regulatory, M&amp;A, and litigation efforts;<br>
<br>
<b>Minimum Qualifications</b><br>
<br>
6+ years of patent experience, such as drafting and prosecuting patent assets, developing patent strategies, conducting patent analyses;<br>
<br>
Experience working with software operating systems, security and encryption technologies, and software development; and<br>
<br>
Juris Doctor, USPTO Registration and BS degree in computer science or related discipline.<br>
<br>
Apple is an equal opportunity employer that is committed to inclusion and diversity. We seek to promote equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about your EEO rights as an applicant .<br>
<br>
<b>Pay &amp; Benefits</b><br>
<br>
At Apple, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay range for this role is between $230,500 and $346,500, and your base pay will depend on your skills, qualifications, experience, and location.<br>
<br>
Apple employees also have the opportunity to become an Apple shareholder through participation in Apple's discretionary employee stock programs. Apple employees are eligible for discretionary restricted stock unit awards, and can purchase Apple stock at a discount if voluntarily participating in Apple's Employee Stock Purchase Plan. You'll also receive benefits including: Comprehensive medical and dental coverage, retirement benefits, a range of discounted products and free services, and for formal education related to advancing your career at Apple, reimbursement for certain educational expenses - including tuition. Additionally, this role might be eligible for discretionary bonuses or commission payments as well as relocation. Learn more about Apple Benefits.<br>
<br>
Note: Apple benefit, compensation and employee stock programs are subject to eligibility requirements and other terms of the applicable plan or program.</p>

Senior Patent Portfolio Manager

<p>Imagine what you could do here. At Apple, new ideas have a way of quickly becoming great products, services, and customer experiences. Bring passion and dedication to your job, and there's no telling what you could accomplish. Do you love taking on bold new challenges? Do you possess a deep knowledge of intellectual property (IP) and patents, care about details, drive efficient execution, and have a passion for innovation? We uphold Apple&rsquo;s high ethical and corporate standards as we protect Apple&rsquo;s Intellectual Property. You&rsquo;ll provide legal support for the development of world-class products and services. Working for a company that invents new product categories and creates new industries means you&rsquo;ll be challenged to creatively apply your knowledge and expertise to rare and often unexplored aspects of the law.<br>
<br>
<b>Description</b><br>
<br>
We&rsquo;re hiring a Patent Attorney to help protect Apple&rsquo;s rapidly evolving software and AIML technologies. You&rsquo;ll lead engagements with the business to build and leverage the associated worldwide patent portfolio and strategy. Responsibilities includes identifying patentable inventions; securing high-quality, strategic patent assets; providing expert technical and legal analysis; handling patent challenges; providing guidance in support of patent transactions and licensing matters; assigning and managing work performed by outside law firms; and working with engineering and other business organizations to understand priorities and challenges. This position also will provide cross-functional support for acquisitions, regulatory, IP licensing, enforcement, standards, and litigation activities.<br>
<br>
<b>Preferred Qualifications</b><br>
<br>
Juris Doctor; and<br>
<br>
Advanced degree in computer science or software engineering; and/or<br>
<br>
Experience supporting standards, open source, transactions, regulatory, M&amp;A, and litigation efforts;<br>
<br>
<b>Minimum Qualifications</b><br>
<br>
5+ years of patent experience, such as drafting and prosecuting patent assets, developing patent strategies, conducting patent analyses;<br>
<br>
Experience working with software and AIML technologies; and<br>
<br>
USPTO Registration and BS degree in computer science or related discipline.<br>
<br>
Apple is an equal opportunity employer that is committed to inclusion and diversity. We seek to promote equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about your EEO rights as an applicant .<br>
<br>
<b>Pay &amp; Benefits</b><br>
<br>
At Apple, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay range for this role is between $200,700 and $301,700, and your base pay will depend on your skills, qualifications, experience, and location.<br>
<br>
Apple employees also have the opportunity to become an Apple shareholder through participation in Apple's discretionary employee stock programs. Apple employees are eligible for discretionary restricted stock unit awards, and can purchase Apple stock at a discount if voluntarily participating in Apple's Employee Stock Purchase Plan. You'll also receive benefits including: Comprehensive medical and dental coverage, retirement benefits, a range of discounted products and free services, and for formal education related to advancing your career at Apple, reimbursement for certain educational expenses - including tuition. Additionally, this role might be eligible for discretionary bonuses or commission payments as well as relocation. Learn more about Apple Benefits.<br>
<br>
Note: Apple benefit, compensation and employee stock programs are subject to eligibility requirements and other terms of the applicable plan or program.</p>

Patent Portfolio Manager

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