What are the responsibilities and job description for the Portfolio Manager - Data Office (Senior Associate) position at DTCC Candidate Experience Site?
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.
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 the CSS Data Office leadership team, the Portfolio manager will drive strategic portfolio management across all data-focused initiatives. This role is responsible for orchestrating quarterly planning sessions, managing cross-team dependencies and risks, and developing clear, actionable reporting for both internal partners and senior business leaders. The Portfolio Manager ensures that each team within the Data Office is aligned on priorities, tracking progress effectively, and communicating updates consistently.
This position offers a unique opportunity to lead a portfolio of regulatory, modernization, and strategic initiatives, while gaining exposure to senior leadership and influencing how the Data Office operates. The ideal candidate will be a strong communicator, highly organized, and comfortable navigating complex, cross-functional environments. They will serve as a central point of coordination and insight, with a deep understanding of the Data Office’s commitments and the ability to represent its work confidently and accurately.
Your Primary Responsibilities:
- Portfolio Oversight: Manage and maintain the Data Office’s portfolio of work across all teams, ensuring alignment with strategic priorities and visibility into progress, risks, and dependencies.
- Planning Facilitation: Lead and coordinate quarterly planning sessions across Data Office teams, driving alignment, prioritization, and resource planning.
- Reporting & Communication: Develop clear, concise reporting materials for internal leadership and external stakeholders, including Quarterly Business Reviews and business leader updates.
- Governance & Process Management: Create and manage governance processes to support consistent tracking, reporting, and decision-making across the Data Office.
- Tool Hygiene & Optimization: Audit and continuously improve tools used for portfolio tracking and communication (e.g., SharePoint, distribution lists, calendars, and work management platforms).
- Risk & Dependency Management: Identify and manage cross-team risks and interdependencies to minimize disruption and ensure delivery against the roadmap.
- Budget Support: Partner with leadership and stakeholders to support the Book of Work budget process, ensuring accurate tracking and reporting.
- Stakeholder Engagement: Collaborate with business leaders and external governance forums to ensure alignment and transparency of Data Office initiatives.
- Continuous Improvement: Champion process improvements and change adoption across teams, fostering a culture of learning and operational excellence.
- Executive Communication: Synthesize and present complex information effectively to senior leadership, ensuring clarity and strategic relevance.
- Risk & Control Alignment: Integrate risk and control processes into daily operations, proactively monitoring and escalating issues as needed.
Qualifications:
- Minimum of 4 years of related experience
- Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
- Ability to communicate effectively
- Detail oriented and organized
- Highly developed analytical skills
- Strong decision making and problem-solving capabilities
- Experience in Agile methodology is a plus
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.