What are the responsibilities and job description for the Portfolio Management Senior Associate position at DTCC Candidate Experience Site?
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
DTCC’s Enterprise Transformation (ET) team drives the effective execution of the firm’s most strategic enterprise-wide imperatives. As a Portfolio Management Senior Associate, you will play a pivotal role in ensuring programs and initiatives deliver maximum value through disciplined portfolio oversight and strategic alignment. DTCC is seeking a strategic, outcomes-driven, and commercially oriented Senior Associate to join the Portfolio Management team. The ideal candidate will bring expertise in portfolio governance, investment prioritization, and stakeholder collaboration. The Portfolio Management Senior Associate will partner closely with Finance, business units, and initiative teams to optimize resource utilization, monitor OKRs, and deliver executive-level reporting on portfolio health and outcomes.
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
DTCC’s Enterprise Transformation (ET) team drives the effective execution of the firm’s most strategic enterprise-wide imperatives. As a Portfolio Management Senior Associate, you will play a pivotal role in ensuring programs and initiatives deliver maximum value through disciplined portfolio oversight and strategic alignment. DTCC is seeking a strategic, outcomes-driven, and commercially oriented Senior Associate to join the Portfolio Management team. The ideal candidate will bring expertise in portfolio governance, investment prioritization, and stakeholder collaboration. The Portfolio Management Senior Associate will partner closely with Finance, business units, and initiative teams to optimize resource utilization, monitor OKRs, and deliver executive-level reporting on portfolio health and outcomes.
Pay and Benefits:
- Competitive compensation, including base pay and annual incentive
- Comprehensive health and life insurance and well-being benefits, based on location
- Pension / Retirement benefits
- Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
- DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
Being a member of DTCC’s Enterprise Transformation (ET) team, the Portfolio Management Senior Associate, will play a pivotal role in ensuring programs and initiatives deliver maximum value through focused portfolio oversight and strategic alignment. The ideal candidate will bring expertise in portfolio governance, investment prioritization, and stakeholder collaboration. The Portfolio Management Senior Associate will partner closely with Finance, business units, and initiative teams to optimize resource utilization, monitor OKRs, and deliver executive-level reporting on portfolio health and outcomes.
Your Primary Responsibilities
- Provide end-to-end tracking of portfolio performance, including execution health, trend analysis, and actionable recommendations for improvement.
- Collaborate with Finance and initiative teams to monitor budgets, address variances, and optimize resource utilization across the portfolio.
- Develop and implement performance tracking frameworks, ensuring consistent measurement across programs and portfolios.
- Prepare and deliver senior management reports and presentations highlighting portfolio performance, analyze data to identify trends, patterns, and insights that inform business decisions.
- Facilitate the intake and vetting of new initiatives and programs, ensuring alignment with business priorities
- Ensure compliance with governance standards by monitoring adherence to Stage-Gate protocols and escalating deviations or risks as needed.
- Collaborate with cross-functional teams to prepare gate review materials, including financials, OKRs, risk profiles, and value realization plans.
- Facilitate gate reviews by coordinating with initiative and program teams, stakeholders, and governance committees to assess readiness, execution health, and alignment with strategic objectives.
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
- Minimum of 5 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
- Communicates clearly and effectively in both verbal and written formats across diverse audiences.
- Understands financial management principles and is able to interpret and apply budgets, variances, and resource utilization metrics.
- Proven ability to collaborate and build trusted relationships, navigate stakeholder dynamics, and influence outcomes effectively
- Ability to leverage data to generate actionable insights, inform decisions, track progress, and optimize performance.
- Comfortably navigates change and adapts to changing priorities.
- Proficient in Excel, including experience with pivot tables, lookup functions, and data visualization using charts and conditional formatting.
- Proficient in PowerPoint with the ability to create executive-level presentations that clearly communicate complex data, strategic insights, and portfolio performance to senior stakeholders.
- Working knowledge of portfolio management tools and reporting platforms (e.g., Power BI, Planisware, Planview, PPM, etc.
- Ability to create, leverage, and critically evaluate OKRs and KPIs to drive accountability and alignment across multiple programs
- Familiarity with Stage-Gate governance processes and ability to support decision-making at key portfolio checkpoints.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.