senior portfolio manager

b1BANK

<div>Summary
This position will serve as a key support function for the production officers of the Commercial Banking area and the Chief Banking Officer, focusing on developing and maintaining commercial lending and depository relationships for the Bank. This position will aid in the management of the bank&rsquo;s global commercial portfolio by participating in projects as directed by the Chief Banking Officer. The individual filling this position should be highly entrepreneurial and motivated, as this position should prepare them for success as a Commercial Banking leader within our organization.
Specific Job Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Portfolio Manager Role:<ul><li>
Assist Bankers in preparation of any loan file comments, monitor loan covenants, monitor proper financial statement reporting, and monitor any collateral reporting as dictated by the policies of the organization.</li><li>
Prepare and/or analyze various periodic reports as requested by Senior Management, including the Market President and Chief Banking Officer (portfolio trends, b. exceptions to loan policy, risk ratings, loans sorted by various collateral codes, others as requested).</li><li>
Responsible for keeping current on all deposit and credit compliance and regulations; disseminating this information to the local and bank wide teams, and ensuring proper procedures are followed.</li><li>
Monitor loan repayment activity and take necessary action to collect past due accounts discussing with supervisor as required (Collections).</li><li>
Maintain a general understanding of products and services available within the Bank to refer customers to the proper department contact person.</li><li>
Provides support and sales reporting for the Bank&rsquo;s sales efforts which may include selling and promoting Bank&rsquo;s services, as opportunities arise.</li><li>
Ability to display strong credit underwriting skills, knowledge and proficiency in explaining, selling and administering products and the ability to use sales skills in negotiating financial terms.</li><li>
Performs duties quickly and accurately while maintaining customer satisfaction.</li><li>
Promotes our financial institution and its lending and depository services to the community and helps to identify and serve the community&rsquo;s financial needs by participating in community activities.</li><li>
Performs other duties, as assigned.</li></ul></li><li>
Credit/Lending Role:<ul><li>
(These duties will be primarily performed to assist Bankers in servicing the clients of Asst. Vice Presidents, Vice Presidents, and Presidents, as well as Commercial Banking and Private Banking Officers &ndash; This position also supports the Chief Banking Officer for the bank&rsquo;s global commercial portfolio)</li><li>
Analyze financial and credit information pertaining to prospective and existing customers, provide subjective and objective risk taking, analyze the credit history of applicants and determines their loan repayment capabilities, spread and analyze financial statements for existing and prospective clients.</li><li>
Makes recommendations for changes to loan structure or presentation, as needed.</li><li>
Completes Lenders&rsquo; portions of credit approval presentation and prepares a written analysis of the loan and borrower.</li><li>
Assist in general preparation for credit presentations to appropriate approval authority (matrix, credit committee, etc.).</li><li>
Recommends credit grades.</li><li>
Performs other duties, as assigned.</li></ul></li></ul>
Job Requirements<ul><li>
Bachelor&rsquo;s degree in Accounting, Finance or related field</li><li>
Five years&rsquo; experience in a financial institution or loan office setting.</li><li>
Strong credit skills including financial and analytical skills.</li><li>
Good organizational and interpersonal skills.</li><li>
Has ability to work in a team setting.</li><li>
Strong oral and written communication skills in order to effectively communicate with co-workers and customers about the financial institution&rsquo;s loan and deposit products, programs, and policies.</li><li>
Has ability to organize and prioritize time and activity under minimal supervision.</li><li>
Good knowledge of Microsoft Office Products including Word and Excel.</li></ul>
 Equal Opportunity Employer/Veterans/Disabled</div>

Senior Portfolio Manager

University of Nebraska

<div><div>The Senior Manager for Portfolio Execution is responsible for providing high-level executive support to the Executive Director and Deputy Executive Director while ensuring effective project management, reporting, and alignment with organizational priorities. The role develops dashboards, monitors key performance metrics, and supports leadership in tracking initiatives, deliverables, and resource management goals. The position works collaboratively with Institute staff, colleagues across the University of Nebraska system, and key stakeholders and partners throughout the state and nation. 
</div><div>Please note: Sponsorship will not be offered for this position. 
 
This position is not eligible for an alternative worksite arrangement and will be located on-site in Omaha, NE. 
</div>#LI-DNI
Minimum Required Qualifications
<div>Bachelor&rsquo;s degree 
</div><div>5 years experience managing complex projects, overseeing cross-functional initiatives to include business analysis experience and progressive administrative support experience working with executive leadership 
</div><div>Demonstrated experience in project portfolio management, including tracking KPIs, milestones, risks, and dependencies. 
</div><div>Proficiency with data analysis, dashboards, and reporting tools 
</div><div>Proficiency in MS Office applications 
</div><div>Experience managing complex travel, events, and logistics for senior executives. 
</div><div>Demonstrated excellent verbal and written communication skills with attention to detail</div><div> 
</div><div>Equivalent combination of education and experience, that provides the required knowledge, skills, and abilities may be considered. 
</div>Preferred Qualifications
<div>Familiarity with enterprise-level project tracking, reporting, or communication systems (e.g., dashboard platforms, CRM, or ERP systems). 
</div><div>Experience supporting boards, advisory committees, or senior governance structures. 
</div><div>Experience in higher education 
 
The ideal candidate is an energetic self-starter who can working through complex issues and problem solve with minimal supervision; is able to discern patterns in organizational data and communicate those patterns in a meaningful way; shows judgment to seek supervision and/or input from others when necessary; a resilient learner who demonstrates attention to detail, professional discretion, and confidentiality and has experience in a university or post-secondary education institution, proven ability to handle competing priorities with deadlines, and has experience with project management practices and tools.</div></div>
 Posted Salary
 $95,000/yr minimum
 <div>How to Apply
<div>THIS POSTING IS FOR INFORMATION PURPOSES ONLY.
 
 
To apply, interested applicants should go to University of Nebraska System&rsquo;s employment website: https://jobs.nebraska.edu/ 
 
or</div><div>
 
Click here to apply: https://jobs.nebraska.edu/UniversityNebraskaSystem/job/Sr_-Mgr-for-Portfolio-Execution/2225-en_US</div></div>

Sr. Mgr for Portfolio Execution (Omaha, NE)

Morgan Stanley

<div>Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Outsourced Chief Investment Officer (&ldquo;OCIO&rdquo;) group partners with Morgan Stanley Financial Advisors across all channels to offer full discretion portfolio management services to institutional and private clients (e.g., Defined Benefit plans, Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan Stanley Wealth Management.
Responsibilities:
<ul><li>Help Senior Portfolio Managers build and manage client portfolios, which includes development of the investment policy statement, customized portfolio construction, manager selection, portfolio implementation, ongoing portfolio rebalances and periodic client reviews and updates
</li><li>Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, and other tasks relevant to the OCIO space
</li><li>Maintain ongoing and proactive monitoring of account positioning
</li><li>Gain full functional knowledge of Morgan Stanley&rsquo;s proprietary portfolio management tools
</li><li>Participate in OCIO meetings and calls and get full understanding of OCIO market strategy and portfolio positioning.
</li><li>Help Senior Portfolio Managers develop portfolios and market content for finals presentations
</li><li>Manage outflows, inflows on accounts and make sure that capital calls on the illiquid side of the portfolios are matched
</li><li>Interface and support the connectivity with internal and external partners including research, trading, operations, product specialists, third party vendors and custodians
</li></ul>Knowledge and Skills Required:
<ul><li>3+ years of experience servicing pensions and/or government entities, or other institutions in a wealth management or investment consulting capacity
</li><li>Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments.
</li><li>Experience and knowledge in global capital markets, technical expertise across asset classes.
</li><li>Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution.
</li><li>Proficiency in Microsoft Office including Excel and PowerPoint
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Strong organizational and project management skills
</li><li>Must be very detail-oriented, with an ability to multi-task and handle multiple priorities.
</li><li>Proactive &amp; hard working with strong professional accountability
</li><li>Exemplary verbal and written communication skills
</li><li>Undergraduate degree is required
</li><li>CFA, CAIA and other professional designations are preferred.
</li><li>FINRA Series 7 and 66 (or 63 and 65) licenses required or willingness to obtain within 180 days of hire (additional licensing may be required)
</li></ul>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $105,000 and $140,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

OCIO PM Taft Hartley / Government Analyst - Global Investment Office, Assistant Vice President

First Command Financial Services

<div>How will your role impact First Command?
<h1 class="jobSectionHeader">
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing actionable insights for strategic prioritization. This role partners directly with initiative sponsors, senior leaders, and governance stakeholders to evaluate proposals, manage portfolio data, and inform investment decisions. The analyst ensures transparency, alignment, and value realization across the enterprise portfolio, while also supporting core governance operations and portfolio reporting.</h1>

What will you be doing?
<ul>
<li> Lead the development, review, and refinement of business cases in collaboration with initiative sponsors.</li>
<li>Analyze initiative alignment, resource requirements, strategic value, and risk.</li>
<li>Develop insights and recommendations for prioritization and sequencing based on roadmap and portfolio health.</li>
<li>Prepare materials and executive briefings for governance committees, ELT, and Board meetings.</li>
<li>Track and report on portfolio performance, benefits realization, and key metrics.</li>
<li>Maintain initiative records and support governance workflows across intake, evaluation, prioritization, and post-execution review.</li>
<li>Contribute to portfolio roadmap maintenance and development of governance templates, tools, and reporting standards.</li>
<li>Partner with the Director to identify risks, support strategic reviews, and drive continuous improvement.</li></ul> 


What skills/qualifications do you need? 

Education
<ul>
<li>Bachelor&rsquo;s degree in Business, Finance, Project Management, Strategy, or a related field is required. Advanced degree preferred.</li>
</ul>
Work Experience
<ul>
<li>6+ years in portfolio analysis, project management, or strategic planning.</li>
<li>Experience in business case development and strategic evaluation.</li></ul> 


Certifications
<ul><li>PMP, PfMP, SAFe Lean Portfolio Management, or other relevant project management certifications preferred.</li>
</ul>
Required Knowledge, Skills and Abilities
<ul>
<li>Strong analytical, critical thinking, and stakeholder engagement skills.</li>
<li>Proficient in portfolio tools (e.g., Smartsheet, Power BI, Excel).</li>
<li>Ability to operate independently and manage ambiguity in a dynamic environment.</li></ul> 

<h1 class="jobSectionHeader">
#LI-NC1</h1>

#LI-Hybrid</div>

Senior Portfolio Governance Analyst

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2>
The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Non-Profit Healthcare Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s), and identifies customer needs.<div>
Basic Qualifications 
<ul><li>Bachelor's degree, or equivalent work experience</li><li>Eight or more years of relevant experience</li></ul> 
Preferred Skills/Experience 
<ul><li>Extensive knowledge of commercial/corporate lending and credit standards, policies, procedures and products</li><li>Strong relationship management and business development skills</li><li>Strong analytical and problem-solving skills</li><li>Excellent presentation, verbal and written communication skills</li></ul></div>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $148,495.00 - $174,700.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Portfolio Manager - Healthcare Non-Profit. Institutional Client Group

Pakistan Digital Authority

<div>
 
 The Executive Director for Portfolio Management is the senior accountable owner of how Pakistan's national digital transformation investments are selected, governed, delivered, and measured. This role operates at two levels simultaneously. Internally, you will own PDA's programme and project portfolio &mdash; ensuring that every initiative PDA runs is governed rigorously, delivered with discipline, and produces measurable outcomes. Externally, you will build and operate the national digital portfolio oversight function &mdash; giving PDA and the federal government a consolidated, real-time view of digital investment performance across all ministries and provincial digital programmes. You will report directly to PDA's senior leadership and work closely with the Enterprise Architecture, Strategy, and AI teams to ensure portfolio decisions are architecturally coherent, strategically aligned, and benefits-driven.
 
 
 
 
 
 
 What You Will Lead
 
 
 
 PDA Internal Portfolio
 
 
 &rtrif; Establish and run PDA's Enterprise Portfolio Management Office (EPMO) &mdash; defining the governance frameworks, delivery standards, and reporting cadences that govern all PDA programmes and projects
 
 
 &rtrif; Own the integrated PDA programme portfolio: Digital Nation Masterplan delivery, DPI platform rollouts, AI solutions suite, legislative reform workstreams, and standards development programmes
 
 
 &rtrif; Institute PDA's project lifecycle framework &mdash; from concept and business case through to delivery, benefits realisation, and closure &mdash; aligned to international best practice (MSP, PRINCE2, PMI, or equivalent)
 
 
 &rtrif; Drive portfolio prioritisation and resource allocation &mdash; maintaining a live, balanced portfolio that reflects PDA's strategic objectives and capacity constraints
 
 
 &rtrif; Establish benefits realisation frameworks and KPI dashboards that provide PDA leadership with accurate, decision-ready visibility of programme performance
 
 
 &rtrif; Manage interdependencies across PDA's workstreams &mdash; preventing programme conflicts, resolving delivery blockers, and escalating risks with solutions National Digital Portfolio Oversight
 
 
 &rtrif; Design and institutionalise the National Digital Investment Oversight Framework &mdash; the mechanism by which PDA reviews, approves, and monitors significant digital investments across federal ministries and government bodies
 
 
 &rtrif; Build and operate a National Digital Portfolio Dashboard &mdash; a consolidated, real-time view of government-wide digital programme performance, spend, and benefits delivery
 
 
 &rtrif; Establish the Digital Investment Review Board &mdash; a cross-government governance body that assesses major digital business cases for architectural alignment, strategic fit, and value-for-money before approval
 
 
 &rtrif; Lead the development of standardised digital business case templates, investment appraisal criteria, and benefits measurement frameworks for use across all government institutions
 
 
 &rtrif; Engage federal ministries and provincial digital offices to build portfolio management capability &mdash; driving maturity uplift across the public sector delivery ecosystem
 
 
 &rtrif; Build and lead PDA's Portfolio Management Division &mdash; hiring programme managers, PMO analysts, benefits realisation specialists, and portfolio governance experts
 
 
 
 
 
 
 What We Are Looking For
 
 
 
 Essential
 
 
 ✔ 15+ years of progressive experience across programme management, portfolio governance, or digital delivery &mdash; with significant leadership tenure
 
 
 ✔ Demonstrated experience running a PMO or EPMO at enterprise or government scale &mdash; designing governance frameworks, not just operating within them
 
 
 ✔ Track record of delivering complex, multi-workstream programmes in institutional environments with high stakeholder complexity
 
 
 ✔ Strong command of portfolio investment management &mdash; business case development, benefits realisation, portfolio prioritisation, and value-for-money assessment
 
 
 ✔ Fluency in leading delivery frameworks: MSP, PRINCE2, PMI/PMP, SAFe, or equivalent &mdash; and the judgement to apply them pragmatically
 
 
 ✔ Experience producing executive and ministerial-level portfolio reporting &mdash; translating delivery complexity into clear, decision-ready insight
 
 
 Highly Valued
 
 
 ✦ Experience establishing or leading a national or whole-of-government digital portfolio oversight function
 
 
 ✦ Background in GovTech or public sector digital delivery &mdash; understanding of how government programmes are funded, approved, and governed
 
 
 ✦ Familiarity with digital maturity assessment and capability development across government institutions
 
 
 ✦ Exposure to infrastructure and DPI programme delivery &mdash; large-scale platform rollouts, national digital identity systems, or shared government services
 
 
 ✦ Understanding of how portfolio management intersects with enterprise architecture &mdash; ensuring delivery coherence, not just delivery velocity
 
 Why PDA
 
 
 
 &rarr; Own the governance and delivery engine of Pakistan's national digital transformation &mdash; a role that spans every ministry and every province
 
 
 &rarr; Direct reporting line to PDA's senior leadership; influence over the allocation and performance of Pakistan's entire digital investment portfolio
 
 
 &rarr; Build the national digital PMO function from the ground up &mdash; set the standards, design the frameworks, and establish the institution
 
 
 &rarr; Competitive compensation benchmarked to Pakistan's senior public sector reform appointments and international GovTech norms
 
 
 
</div>

Executive Director, Portfolio Management

Wealth Enhancement Group

<div>About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We're seeking a highly experienced and strategic investment professional to join our team as the Director of Portfolio Construction &amp; Risk Management. In this role, you will be responsible for enhancing and institutionalizing the firm&rsquo;s portfolio construction framework, risk management architecture, and investment analytics capabilities across Wealth Enhancement Advisory Services (WEAS).
This leadership role partners closely with the Office of the CIO to drive asset allocation implementation, model portfolio oversight, and macro-informed positioning. The Director will focus on strengthening systematic portfolio construction processes, risk budgeting methodologies, tactical allocations, scenario analysis, and performance attribution frameworks to ensure scalable, disciplined investment outcomes across the platform.
This position requires strong multi-asset investment acumen, quantitative proficiency, and the ability to translate complex analytics into practical tools that support advisors, portfolio managers, and senior leadership.
Goals &amp; Objectives
The Director of Portfolio Construction &amp; Risk Management will serve as the lead architect of portfolio analytics and risk infrastructure supporting the firm&rsquo;s model portfolios and discretionary strategies.
This includes:<ul><li>
Enhancing portfolio construction methodology and optimization frameworks</li><li>
Formalizing risk budgeting and scenario analysis processes</li><li>
Developing and maintaining capital market assumptions</li><li>
Supporting macro-informed asset allocation analysis</li><li>
Strengthening performance attribution and risk decomposition reporting</li><li>
Improve framework for tactical asset allocation strategies</li></ul>
The Director will work closely with Portfolio Management, Investment Manager Research, Equity and Fixed Income leadership to ensure alignment across sleeves and asset classes within the WEAS model framework. The Director will be an integral member of the Asset Allocation Committee, Investment Committee, and relevant sub-committees (Equity, Fixed Income, Macro).
This is a fully remote position. In the spirit of pay transparency, we are excited to share the pay range for this position is $225,000.00 to $235,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus and participation in the company equity program. We encourage you to apply and provide us with your compensation expectations when you do. We&rsquo;re big on open conversations, so, let&rsquo;s have one.
Primary Job Functions
Portfolio Construction &amp; Risk Architecture<ul><li>
Enhance and formalize portfolio construction frameworks across model portfolios</li><li>
Develop and maintain optimization methodologies that incorporate risk, return, liquidity, and tax considerations</li><li>
Implement systematic risk budgeting and volatility management processes</li><li>
Design and maintain stress testing and scenario analysis frameworks across asset classes</li><li>
Support macro-informed positioning analysis in partnership with Portfolio Management</li><li>
Monitor portfolio exposures including factor risk, duration, credit, and correlation structure</li></ul>
Risk Monitoring &amp; Reporting<ul><li>
Oversee development of standardized risk dashboards for internal stakeholders</li><li>
Develop reporting frameworks for drawdown analysis, scenario testing, and attribution</li><li>
Ensure portfolio risks remain aligned with stated objectives and investment policy guidelines</li><li>
Provide actionable risk insights to senior leadership and the Investment Committee</li></ul>
Capital Markets &amp; Asset Allocation Support<ul><li>
Maintain and refresh capital market assumptions used in strategic allocation decisions</li><li>
Support strategic and tactical asset allocation modeling</li><li>
Assist in evaluating new asset classes and alternative investment structures from a portfolio construction perspective</li><li>
Partner with Equity, Fixed Income, and Manager Research teams to ensure cohesive model sleeve integration</li></ul>
Investment Analytics &amp; Infrastructure<ul><li>
Evaluate and enhance portfolio analytics systems (FactSet, Bloomberg, optimization tools, etc.)</li><li>
Improve data governance and automation related to portfolio analysis and reporting</li><li>
Support advisor-facing portfolio analytics and diagnostic tools</li><li>
Identify process efficiencies to reduce manual portfolio oversight workflows</li></ul>
Special Projects<ul><li>
Lead portfolio-related special initiatives driven by market developments, platform growth, or strategic expansion</li><li>
Support model evolution and new solution development initiatives</li><li>
Contribute to white papers, investment commentary, and advisor education materials as needed</li></ul>
Leadership &amp; Collaboration<ul><li>
Collaborate closely with the Head of Portfolio Management to support implementation excellence</li><li>
Partner with Director of Investment Manager Research, Director of Fixed Income, and Director of Equities to ensure cross-asset consistency</li><li>
Develop and mentor junior team members within portfolio analytics and risk functions</li><li>
Establish documentation standards and quality control processes</li></ul>
Education/Qualifications<ul><li>
PhD preferred, Masters Degree in Quantitative Finance, Mathematics, Statistics, or related field required</li><li>
10+ years of experience (5+ with PhD) in multi-asset portfolio construction, asset allocation, or risk management</li><li>
Strong quantitative and analytical skill set</li><li>
Experience with portfolio optimization, risk systems, and multi-asset modeling</li><li>
Proficiency in Excel; familiarity with FactSet, Bloomberg, and portfolio analytics tools required</li><li>
Programming experience (Python, R, MATLAB, SQL) preferred</li><li>
Strong understanding of traditional and alternative asset classes</li><li>
Excellent written and verbal communication skills</li><li>
High ethical standards and professional integrity</li><li>
Ability to work collaboratively across investment teams</li></ul>
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the director level is $164,300.00 to $246,500.00. However, the base salary range bolded above ($225,000.00 to $235,000.00) is what we expect to pay as a starting range for this position.
#LI-REMOTE
#LI-AP1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits &amp; development opportunities:<ul><li>
Training and professional development</li><li>
Medical, dental and vision coverage (Available to full-time employees and their families)</li><li>
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses</li><li>
Life and AD&amp;D insurance &ndash; employer paid and voluntary options</li><li>
Short-term and long-term disability, workers compensation &ndash; employer paid</li><li>
401k with match and profit sharing</li><li>
Wellness programs and resources</li><li>
Voluntary benefits, including pet insurance</li><li>
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)</li><li>
12 paid holidays each year (10 pre-determined and 2 floating days)</li><li>
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)</li><li>
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)</li></ul>
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 
Information provided on this application will be kept confidential and only be shared with those involved in the selection process. 
 
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.</div>

Director of Portfolio Construction and Risk Management

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