lead portfolio manager

Aramco Overseas Company

<p></p><div><div><div><div><div><div><div><b>Job Req ID: </b>17737
</div></div></div></div><div><div><div><div><b>Description:
</b><div><b>Aramco energizes the world economy.</b></div>
<div>Aramco occupies a special position in the global energy industry. We are one of the world&rsquo;s largest producers of hydrocarbon energy and chemicals, with among the lowest Upstream carbon intensities of any major producer.</div>
<div>With our significant investment in technology and infrastructure, we strive to maximize the value of the energy we produce for the world along with a commitment to enhance Aramco&rsquo;s value to society.</div>
<div>Headquartered in the Kingdom of Saudi Arabia, and with offices around the world, we combine market discipline with a generations&rsquo; spanning view of the future, born of our nine decades experience as responsible stewards of the Kingdom&rsquo;s vast hydrocarbon resources. This responsibility has driven us to deliver significant societal and economic benefits to not just the Kingdom, but also to a vast number of communities, economies, and countries that rely on the vital and reliable energy that we supply.</div>
<div>We are one of the most profitable companies in the world, as well as amongst the top five global companies by market capitalization.</div>
<div><div><div><div><b>
Overview</b></div>
</div><div><div>
We are seeking a Lead Portfolio Manager to join the Portfolio Management Department (PMD).</div><br>
<div></div>
<div>
The Portfolio Management Dept (PMD) serves as a centralized ownership and capital stewardship function for Saudi Aramco&rsquo;s diversification investments and joint ventures.</div><br>
<div></div>
<div>
Your primary role will be acts as the designated shareholder representative across assigned portfolio companies and is responsible for post-investment value realization, governance oversight, capital efficiency improvement, and performance accountability.</div></div></div><div><div><div><b>
Key Responsibilities</b></div>
</div><div><div>
As a successful candidate you will be required to perform the following:<br>
<ul><li>Continuously assess portfolio company performance against original investment thesis.</li><li>Identify thesis erosion risks and recommend strategic realignment where necessary.</li><li>Provide structured shareholder-level perspective on long-term strategic positioning.</li><li>Develop and implement structured Value Creation Plans (VCPs) following investment close.</li><li>Establish measurable financial and operational targets (EBITDA growth, ROACE improvement, cash generation, working capital efficiency).</li><li>Monitor implementation rigor and quantify value capture.</li><li>Lead periodic value realization reviews.</li><li>Review reinvestment proposals and capital allocation decisions at portfolio company level.</li><li>Evaluate liquidity, leverage, covenant compliance, and refinancing risk.</li><li>Assess capital efficiency relative to Weighted Average Cost of Capital (WACC) and shareholder return expectations.</li><li>Recommend capital structure optimization initiatives.</li><li>Assess governance effectiveness, including Board and sub-committee structure.</li><li>Support Aramco-nominated Directors with analytical pre-briefs and recommendations in advance of meetings.</li><li>Ensure reporting transparency and alignment with Aramco governance standards.</li><li>Promote disciplined decision-making at Board level.</li><li>Implement standardized KPI dashboards across assigned portfolio companies.</li><li>Monitor variance against approved budgets and long-range plans.</li><li>Identify emerging operational or financial risks.</li><li>Recommend structured corrective actions and escalate material risks to the CIO where appropriate.</li><li>Monitor industry trends, competitive positioning, and macroeconomic developments.</li><li>Translate market developments into shareholder-level implications.</li><li>Identify growth, consolidation, or restructuring opportunities within the portfolio.</li></ul></div></div></div><div><div><div><b>
Minimum Requirements</b></div>
</div><div><div>
As a successful candidate, you will hold a:</div>
<ul>
<li>Bachelor&rsquo;s degree in Business, Management, Engineering, or related discipline from an accredited university. An Advanced degree is preferred.</li>
<li>Minimum 10 years of experience in Private Equity, Sovereign Wealth Funds, Direct Industrial Investments, Consultants with experience of designing and implementing value creation plans and turnaround plans, and Investment Banking (restructuring / industrial sector coverage)</li>
<li>Experience in the Middle East or in emerging markets more broadly is a plus.</li>
</ul></div></div><div><div><div><b>Work Location and Work Schedule</b></div>
</div><div><div>
Work Location: Within Saudi Arabia &ndash; To be specified in Job offer<br>
Work Schedule: Full Time - To be specified in Job offer</div></div></div><div><div><div><b>
Posting Duration</b></div>
</div><div><div>
Job posting start date: 03/12/2026</div>
<div>
Job posting end date: 12/31/2026</div></div></div></div><div><b>
Working environment
</b></div><div>Our high-performing employees are drawn by the challenging and rewarding professional, technical and industrial opportunities we offer, and are remunerated accordingly.
</div><div>At Aramco, our people work on truly world-scale projects, supported by investment in capital and technology that is second to none. And because, as a global energy company, we are faced with addressing some of the world&rsquo;s biggest technical, logistical and environmental challenges, we invest heavily in talent development.
</div><div>We have a proud history of educating and training our workforce over many decades. Employees at all levels are encouraged to improve their sector-specific knowledge and competencies through our workforce development programs &ndash; one of the largest in the world.</div><br>
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</div></div></div></div><div><div><div><div><b>Country/Region: </b>SA</div></div></div></div></div></div></div><p></p>

Lead Portfolio Manager

Wells Fargo

<div><p><b>Corporate &amp; Investment Bank (CIB) </b>delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.</p><p></p><p><b>
Commercial Real Estate (CRE)</b> provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.</p><p></p><p><b>
About this role:</b></p><p>
Wells Fargo is seeking an Executive Director, Senior Lead Commercial Real Estate Portfolio Manager to manage a portfolio of complex LIHTC equity investments, providing strategic leadership of exit pathways, workouts, and portfolio direction across some of Wells Fargo&rsquo;s largest and most sophisticated affordable housing clients. This Executive Director role requires deep experience in exit strategies and workout scenarios, including leading the development, direction, and execution of exit plans for LIHTC and affordable housing assets. The ED will oversee complex disposition and workout decisions, guide partners through resolution pathways, and set the strategic approach to maximize outcomes for the portfolio.</p><p></p><p><b>
In this role, you will:</b></p><ul><li><p>
Set portfolio-level exit and workout strategy; lead negotiation and execution of dispositions for LIHTC investments, partnering with senior leaders to align on strategic pathways and optimize outcomes.</p></li><li><p>
Independently manage a portfolio of complex LIHTC equity investments, serving as the primary point of contact for general partners and internal stakeholders.</p></li><li><p>
Monitor performance across construction, lease-up, and stabilized stages, directing market assessments, reviewing third-party inspections, conducting site visits, and identifying emerging risks.</p></li><li><p>
Lead risk governance for the portfolio, including surveillance for changes in risk ratings and delivering recommendations to credit partners and senior management.</p></li><li><p>
Analyze financial statements, tax returns/audits, and partnership documentation; review and underwrite general partner consent requests; and evaluate capital contribution and reserve withdrawal requests.</p></li><li><p>
Drive issue identification and execution of action plans for troubled investments, while championing asset-management process improvements and cross-functional resolutions.</p></li><li><p>
Provide executive leadership through coaching and mentoring talent, leading projects and teams, and collaborating with CRE partners and managers to resolve complex issues and achieve strategic goals.</p></li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li><p>
7+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</p></li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li><p>
7+ years of LIHTC experience across underwriting, portfolio/asset management, workouts, and dispositions, with strong knowledge of Section 42 and affordable housing fundamentals</p></li><li><p>
Proven experience negotiating Investor Limited Partner (ILP) exits and leading exit/workout strategies, including interpreting partnership agreements and executing disposition plans</p></li><li><p>
Manage, strategize and execute action plans to resolve troubled tax credit investments</p></li><li><p>
Advanced financial and tax analysis capabilities, with demonstrated ability to model exit economics and assess credit/portfolio impacts</p></li><li><p>
Proficiency with complex CRE and partnership documentation, including underwriting perm loan conversions and evaluating construction-stage transactions</p></li><li><p>
Executive-level communication and stakeholder management, with a track record of influencing cross-functional partners and senior leaders</p></li><li><p>
Leadership experience includes coaching, training, mentoring, and directing project teams in a fast-paced environment</p></li><li><p>
Strong analytical skills and advanced Excel proficiency, with exceptional attention to detail and sound judgment in complex situations</p></li><li><p>
Bachelor&rsquo;s or Master&rsquo;s degree in Real Estate, Finance, Accounting or related field</p></li></ul><p><b><br>
Job Expectations:</b></p><ul><li><p>
Ability to travel as needed</p></li><li><p>
Willingness to work on-site in accordance with current office requirements</p></li><li><p>
Ability to work additional hours as needed</p></li><li><p>
Visa sponsorship is not available</p></li><li><p>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</p></li><li><p>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</p></li></ul><p></p><p>
Pay Range: $200K - $250K</p><p></p><p>
#LI-AD5</p></div>

Executive Director - Senior Lead CRE Portfolio Manager

PROZ TECHNOLOGIES

<p>Hello,<br/>Greetings from Proztec Qatar! I hope everything is going well with you.</p><p>We are thrilled to extend multiple exciting job opportunities, and currently, we are hiring for the role of Senior Web Developer with one of our prestigious clients in Qatar. Below, you will find details of the role, key responsibilities, and requirements.</p><p><b>JOB OVERVIEW</b></p><p><b>Product Portfolio Lead</b></p><p><b>LOCATION :</b> Doha, Qatar</p><p><b>GENERAL JOB DESCRIPTION</b></p><p>The Product Portfolio Lead is responsible for managing the organization&rsquo;s product and initiative portfolio, ensuring alignment with strategy, prioritization of investments, and successful delivery of value.</p><p>The role ensures that product initiatives are selected, prioritized, and monitored based on business impact, customer value, risk, and resource capacity.</p><p>This role acts as the bridge between strategy, business units, technology, and delivery teams, ensuring the right products and initiatives are funded and executed.</p><p><b>DUTIES &amp; RESPONSIBILITIES</b></p><p><b>Portfolio Strategy &amp; Planning</b></p><p>Define and manage the product portfolio governance framework.</p><ul><li>Translate strategic objectives into product and initiative roadmaps.</li><li>Support annual and quarterly portfolio planning and prioritization.</li><li>Evaluate new product ideas and investment proposals.</li></ul><p><b>Portfolio Prioritization &amp; Investment Decisions</b></p><ul><li>Establish prioritization criteria based on value, cost, risk, and capacity.</li><li>Facilitate portfolio review and prioritization workshops.</li><li>Support business case development and investment approvals.</li><li>Ensure alignment between portfolio, budgets, and strategic goals.</li></ul><p><b>Portfolio Monitoring &amp; Reporting</b></p><p>Track portfolio performance, milestones, and benefits realization.</p><ul><li>Monitor risks, dependencies, and resource constraints.</li><li>Provide executive dashboards and portfolio performance reports.</li><li>Support governance forums and steering committees.</li></ul><p><b>Cross-Functional Coordination</b></p><p>Coordinate with Product Managers, PMO, Finance, and Technology teams.</p><ul><li>Ensure transparency and alignment across initiatives.</li><li>Resolve prioritization conflicts and dependencies.</li></ul><p><b>Continuous Improvement</b></p><p>Improve portfolio governance, tools, and processes.</p><ul><li>Promote data-driven decision-making and value realization.</li></ul><p><b>SKILLS &amp; ABILITIES</b></p><p><b>Core Competencies</b></p><p>&middot; Portfolio and product management</p><p>&middot; Stretegic planning and prioritization</p><p>&middot; Business case and investment analysis</p><p>&middot; Performance tracking and reporting</p><p>&middot; Stakeholder and governance management</p><p><b>Leadership &amp; Behavioral Skills</b></p><p>&middot; Strategic and analytical thinking</p><p>&middot; Decision-making and prioritization</p><p>&middot; Strong communication and facilitation skills</p><p>&middot; Ability to influence senior stakeholders</p><p>&middot; Problem-solving and structured thinking</p><p><b>POTENTIAL BACKGROUND</b></p><p><b>Education:</b></p><p>&middot; Bachelor&rsquo;s in business, Engineering, IT, or related field (MBA is a plus</p><p><b>Experience:</b></p><p>&middot; 8&ndash;12+ years in product, portfolio, PMO, or strategy roles</p><p>&middot; Experience in digital transformation or product-driven environment</p><p><b>Preferred Certifications:</b></p><p>&middot; PMP / PRINCE2</p><p>&middot; Agile / Scrum / SAFe</p><p>&middot; Product management certifications (advantage</p><p><b>Typical Previous Roles:</b></p><p>&middot; Portfolio Manager, Senior Product Manager, PMO Manager, Strategy Manager, Program Manager.</p><p><b>PREFERRED TOOLS / SOFT SKILLS</b></p><p><b>Preferred Tools</b></p><ul><li>Portfolio &amp; Planning: Jira, Azure DevOps, MS Project, Smartsheet</li><li>Reporting &amp; Analytics: Power BI / Tableau, Advanced Excel</li><li>Collaboration &amp; Documentation: Confluence, SharePoint, Microsoft Teams</li></ul><p><b>Soft Skills</b></p><ul><li>Strong prioritization and decision-making skills</li><li>Effective stakeholders and executive communication</li><li>Strategic thinking and value-driven mindset</li><li>Ability to manage conflicts, dependencies, and trade-offs</li><li>Collaboration and continuous improvement mindset</li></ul><p>If you are interested and ready to proceed, kindly share your CV in Word format along with the following details:</p><p>Name:</p><p>Nationality:</p><p>Total Experience:</p><p>Relevant Experience:</p><p>Current Location:</p><p>Visa Status:</p><p>Current Salary:</p><p>Expected Salary:</p><p>Notice Period:</p><p>About Proztec:<br/>Proz Technologies (PROZTEC) is a leading ICT specialist firm based in Doha, Qatar (a tax-free country) with over 300 employees. We look forward to the possibility of welcoming you to our growing team.</p><p>Thanks &amp; regards,<br/>Syeda Humera<br/>Recruitment Consultant<br/>Proz Technologies<br/>M: 974-70955929<br/>P: 974-4442-0050 Ext: 109<br/>www.proztec.com</p><p>Job Type: Permanent</p><p>Pay: QAR15,000.00 - QAR30,000.00 per month</p>

Product Portfolio Lead

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

T. Rowe Price

<div><div><div>At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.</div></div><div></div><div><div>
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You&rsquo;ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you&rsquo;ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.</div></div><div></div><div><div>
Join us for the opportunity to grow and make a difference in ways that matter to you.</div></div><div></div><div>
Role Summary<br>
The Lead PAM Analyst serves as the primary analytical and strategic partner to the Portfolio Managers (PMs) in the Private Asset Management Group (PAM). This role is responsible for leading complex portfolio analysis, supporting PAM accounts, including modeling, client onboarding, RFPs, and ensuring the highest standards of investment messaging and client service. The Lead PAM Analyst acts as a subject matter expert on PAM accounts, collaborating across the PAM team and investment organization to deliver accurate, timely support and to provide outstanding service to gather and retain assets. This person leverages the time of the portfolio manager while working to ensure the accuracy, and integrity of strategy content and investment messaging with clients.</div><div></div><div>
Responsibilities</div><div>
Investment Management:</div><ul><li>
Establish and maintain understanding of Portfolio Managers&rsquo; investment process.</li><li>
Measure strategy performance and work with Portfolio Managers to ensure seamless implementation of investment and trading strategies.</li><li>
Perform portfolio modeling at the direction of PAM PMs, including investing/raising cash, harvesting unrealized tax losses (when/if appropriate), and maintaining proper portfolio construction.</li><li>
Develop bespoke analyses to anticipate client needs and respond to inquiries.</li><li>
Maintain deep subject matter expertise on equity markets and portfolio manager perspectives to inform both existing and new client interactions.</li><li>
Engage in advanced project work to further the team&rsquo;s research and development efforts.</li></ul><div></div><div>
Analytical Support:</div><ul><li>
Serve as the lead analytical partner to the PAM Portfolio Manager, supporting the design, monitoring, and adjustment of accounts in line with client requirements.</li><li>
Conduct advanced analysis on strategies, incorporating market conditions, asset class characteristics, portfolio construction, and risk management to support the PAM Portfolio Managers.</li><li>
Facilitate responses to client requests and periodic reviews of investment performance to enable discussions with clients.</li><li>
Support the PAM Portfolio Managers in representing the PAM function in prospect and client meetings, as well as internal forums, articulating the value and capabilities of the team.</li></ul><div></div><div>
Franchise Support:</div><ul><li>
Respond to inbound inquiries regarding PAM investment services and new business referrals from internal and external sources.</li><li>
Prepare responses to RFPs and maintain database of current and past prospects, as well as related reports.</li><li>
Support the favorable reputation of the PAM business by assisting PMs in maintaining service levels of existing relationships (account holders and third parties) and marketing the service to existing relationships and prospective clients.</li><li>
Educate and train teams across the organization on PAM and related investment processes.</li><li>
Support the full sales cycle, including RFPs, sales meeting preparation, and client retention efforts.</li></ul><div></div><div>
Qualifications</div><div>
Required:</div><ul><li>
Bachelor&rsquo;s degree required AND</li><li>
6+ years of relevant investment experience, with a focus on equities or multi-asset strategies.</li></ul><div></div><div>
Preferred:</div><ul><li>
Advanced degree or progress towards (CFA, MBA, or equivalent)</li><li>
Proven ability to partner with senior investment professionals and influence organizational outcomes.</li><li>
Outstanding analytical and communication skills</li><li>
Strong project leadership skills and the ability to drive initiatives to completion.</li><li>
Ability to work independently and collaboratively in a dynamic environment.</li></ul><div></div><div>
FINRA Requirements</div><div>
FINRA licenses are not required and will not be supported for this role.</div><div></div><div>
Work Flexibility</div><div>
This role is eligible for hybrid work, with up to one day per week from home.</div><div></div><div>
Base Salary Ranges</div><div>
Please review the job posting for the location of this specific opportunity.</div><div></div>
$140,000.00-$175,000.00 for the location of: Maryland, Colorado, Washington and remote workers<br>
$140,000.00-$175,000.00 for the location of: Washington, D.C.<br>
$140,000.00-$175,000.00 for the location of: New York, California<div></div><div>
Placement within the range provided above is based on the individual&rsquo;s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.</div><div></div><div>
Commitment to Diversity, Equity, and Inclusion</div><div>
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.</div><div></div><div>
Benefits</div><div><div><div>
We value your goals and needs, at work and in life. As an associate, you&rsquo;ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.</div></div><div></div><div><div><br>
Featured employee benefits to enrich your life:</div></div><div><ul><li><div>
Competitive compensation</div></li></ul></div><div><ul><li><div>
Annual bonus eligibility</div></li></ul></div><div><ul><li><div>
A generous retirement plan</div></li></ul></div><div><ul><li><div>
Hybrid work schedule</div></li></ul></div></div><div><div><ul><li><div>
Health and wellness benefits, including online therapy</div></li></ul></div><div><ul><li><div>
Paid time off for vacation, illness, medical appointments, and volunteering days</div></li></ul></div><div><ul><li><div>
Family care resources, including fertility and adoption benefits</div></li></ul></div><div></div><div><div><div><br>
Learn more about our benefits.</div></div></div></div><div></div><div>
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.</div></div>

Lead Analyst – Private Asset Management

State Street

<div><div>Transition Portfolio Manager, Vice President</div><div></div><div>
Who we are looking for</div><div>
We are seeking candidates with 10+ years of experience to join our Transition Management (TM) team in Riyadh, Saudi Arabia. In this role, you&rsquo;ll work within State Street Investment Management&rsquo;s global TM business, delivering transition and interim exposure management solutions to institutional investors worldwide. You&rsquo;ll support and manage complex transitions across multiple asset classes, including equities, fixed income, FX, and exchange‑traded derivatives, serving clients domiciled in the Kingdom of Saudi Arabia while contributing to the firm&rsquo;s broader global transition management platform, including interim exposure management and reporting and analytics.</div><div></div><div>
This role can be performed in a hybrid model, requiring at least 4 days of work in the office.</div><div></div><div>
Why this role is important to us</div><div>
State Street Investment Management (SSIM) is a global asset manager partnering with some of the world&rsquo;s most sophisticated investors. Backed by State Street&rsquo;s scale and stability, SSIM offers employees the opportunity to work on complex, high‑impact investment solutions in a collaborative, forward‑looking environment&mdash;where expertise, partnership, and long‑term thinking truly matter</div><div>
This role will enable local delivery of our industry-leading TM service to clients domiciled in the KSA, and enhance our global coverage model by adding TM analysts in the Middle East. Expanding our global presence aligns with our continued commitment to providing the highest level of service to our clients.</div><div></div><div>
What you will be responsible for</div><div>
As a Transition Portfolio Manager, you will:</div><ul><li>
Utilize your in-depth understanding of the transition life cycle (pre-trade, implementation, and post-trade aspects) to lead portfolio restructures for KSA-domiciled clients including complex multi-manager, multi-asset class events.</li><li>
Support KSA-domiciled clients and our global transition desk with pre- and post-trade analysis and execution reporting; planning and project management including communication across parties (clients, custodians, record-keepers, investment managers and consultants); portfolio management and order generation; collaboration with trading desk on trade strategy and instructions; and monitoring of daily middle office support functions (trade communications, reconciliations, corporate actions).</li><li>
Cover trade reconciliation process between internal systems for accuracy and completeness as needed prior to sending to middle office and custodians to ensure timely settlement of trades.</li><li>
Represent transition and interim exposure management products as a subject matter expert on multi-asset agency trading, exposure management, and hedging strategies.</li><li>
Apply your expertise on benchmarking and measurement of transition and trade execution performance through Transaction Cost Analysis (TCA)</li><li>
Support sales and business development initiatives and contribute to thought leadership on transition, exposure management and trading topics</li><li>
Assess internal business operations (trading strategies, performance, technology, data management, marketing, research) and develop solutions to enhance product positioning</li><li>
Lead and contribute to strategic projects in partnership with other groups / businesses within State Street as well as external vendors</li><li>
Assist in evolving and industrializing our suite of trading, hedging and exposure analysis tools &ndash; including ongoing enhancement of pre- and post-trade analytics and interim exposure management platform &ndash; working with our Exposure Solutions team, reporting and analytics specialists, and external vendors</li></ul><div></div><div>
What we value</div><div>
The following skills will help you succeed in this role:</div><ul><li>
Portfolio management, trading and/or operational experience, preferably across multiple asset classes</li><li>
Familiarity with Charles River Development, Axioma, or other portfolio and order management systems / tools</li><li>
Client-facing experience leading complex transitions or portfolio implementations; strong verbal, written and interpersonal communication skills</li><li>
Technical proficiency, with experience using Bloomberg and other market-data sources for analytical purposes</li><li>
Self-starter with ability to work and problem solve independently under tight deadlines in a fast-paced environment, all while maintaining a critical focus on details</li><li>
Strong project management and organizational skills; pro-active in seeking out the next project to help the team</li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li>
Bachelor&rsquo;s degree in engineering, mathematics, economics, finance or similar</li><li>
10+ years of experience in a portfolio management, trading, consulting, analytical or operational role</li><li>
MBA, graduate degree in a quantitative discipline, or CFA designation preferred</li></ul><div></div><div>
Additional requirements</div><ul><li>
CMA registration required</li><li>
Willingness to travel up to 10% of the time</li><li>
Experience with TCA, AI, programming languages, modeling in Excel / VBA and Python, data visualization software, and database infrastructures a plus</li></ul><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div></div>

Transition Portfolio Manager, Vice President

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div><i><br>
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of </i><i>Impact Network Groups</i><i> led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</i></div>
Responsibilities:
<div>
We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Senior Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on large complex accounts that require complex decision making and implementation. Senior Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.</div><div></div><div><b><br>
Salary Range</b></div><div>
The salary range for this position is $127,900 - $258,600 per year. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate&rsquo;s relevant skills and professional experience, educational qualifications, and geographic location.</div><div></div><div><b><br>
Key Accountabilities
</b></div><div><b>Management of investment portfolios:</b></div><ul><li>
Develops and recommends a client centric investment portfolio leveraging all of Wealth Management&rsquo;s investment solutions to achieve client&rsquo;s investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client&rsquo;s preferences.</li><li>
Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.</li><li>
Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.</li><li>
Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.</li><li>
Transition non-compliant portfolios to approved strategies.</li><li>
Manage account liquidity to provide for ongoing cash demands and distributions and risk management.</li><li>
Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Provides guidance to Associate Portfolio Managers and Portfolio Manager through Reg 9 reviews.</li></ul><div></div><div><b><br>
Relationship management and development:</b></div><ul><li>
Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
</li><li>Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.</li><li>
Prepares and presents detailed investment information to clients.</li><li>
Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.</li><li>
Collaborates with other disciplines and partners to deliver an exceptional and cohesive client experience.
</li><li>Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.</li><li>
Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.</li><li>
Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.<br>
May provide leadership through interaction and mentoring of other investment associates.</li><li>
Participate in weekly Portfolio Manager meetings.</li><li>
Work individually or with a team on assigned projects.</li></ul><div><b>
Develops and maintains current industry knowledge and expertise</b></div><ul><li>
Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.</li><li>
Accountable for personal execution of initiatives, new capability rollouts, and required training.</li><li>
Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.</li><li>
Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.</li><li>
Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.</li></ul><p><b>
Skills and Qualifications</b></p><ul><li>
Bachelor&rsquo;s degree &ndash; Business, finance, economics or relevant degree.</li><li>
Minimum 8 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.</li><li>
CFA or other advanced designation such as CPA or CFP</li><li>
Graduate degree such as MBA or JD preferred
</li><li>Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)</li><li>
10+ years of investment decision making and financial consulting experience working with high net worth clients.
</li></ul><ul><li>May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.</li><li>
Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.</li><li>
Decision making, sales, and negotiating skills are required to contribute to the market&rsquo;s revenue generation and guide sensitive or difficult situations through to agreement.</li><li>
Requires specialized depth and/or breadth of expertise in own job discipline or field.</li><li>
Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.</li><li>
Communicates difficult concepts and negotiates with others to adopt a different point of view.</li></ul><p><b>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.</b></p><p></p><p><br>
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.</p><p></p><p><i><br>
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP to fill a specific position.</i></p><p></p><div><br>
 <b><i>Our culture is firmly rooted in our core values.
</i></b></div><div><b><i>We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
</i></b></div><div><b><i>We are Old National Bank.
</i></b></div><div><b><i>Join our team!</i></b></div></div>

Senior PM Portfolio Manager

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