Lead portfolio manager job description
Updated March 14, 2024
8 min read
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Example lead portfolio manager requirements on a job description
Lead portfolio manager requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in lead portfolio manager job postings.
Sample lead portfolio manager requirements
- At least 7 years of relevant work experience
- Bachelor's or Master's degree in Finance, Economics, or related field
- Professional certifications, such as CFA or CPA
- Proven track record of successful portfolio management
Sample required lead portfolio manager soft skills
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Leadership and team management abilities
- Ability to work under pressure and meet tight deadlines
- Flexibility and adaptability to changing market conditions
Lead portfolio manager job description example 1
Hilton Grand Vacations lead portfolio manager job description
Lead Portfolio (Hybrid) - (POR000550) HGV Now Offers Day One Team Member Benefits - eligible for health benefits and 401k as of Day 1 of employment!
HiltonGO employee discount program - stay at Hilton Hotels for as low as $35 per night!
Hilton Grand Vacations is a leader in the vacation ownership industry, operating with an unwavering commitment to innovation, quality, and continued growth. At the core of our company's success are our Team Members. The foundation of our way of life has been about making memorable experiences and a positive impact within our industry and the communities in which we live and thrive.
The Portfolio Lead delegates workload, maintains quality assurance and acts as supervisory backup.
What will I be doing?
Manages various department email boxes and provides monthly totals
Manages closing exceptions directly with escrow
Assigns and tracks Customer Action Tracking (CAT) assignments for department
Coordinates and processes loan cancellations
Processes payment refund and transfer requests.
Ensures audit compliance and prepare audit samples.
Reviews contract documents, loan details and board loans
Why do Team Members Like Working for us:
Day 1 Benefit Eligibility: medical, dental and vision insurance, 401K plan
Recognition Programs and Rewards
Discounted Hilton hotel rates worldwide!
401(k) program with company match.
Paid Time off
Paid Sick Days
Employee stock purchase program
Numerous learning and advancement opportunities
Our dedication to excellence is recognized and celebrated by some outstanding accolades including being named to Newsweek's Most Loved Workplaces list in 2021, a Stevie American Business Awards Gold winner for Company of the Year in Hospitality and Leisure, ranked a top company by LinkedIn in Travel & Hospitality on its 2022 Top Companies Industry Edition list and becoming a Great Place to Work certified company, earning our 2022 certification.
What are we looking for?
A minimum of three (3) years of experience in the vacation ownership field with financial/back-office operations required
Ability to analyze and thoroughly research difficult scenarios
Ability to maintain a balance of cordiality while enforcing department objectives.
Ability to learn new concepts and procedures quickly.
Working knowledge of Atlas, Clarity, and Harland.
Computer proficiency in Microsoft Word, Excel and Outlook.
Ability to interpret and create spreadsheets.
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, gender, 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.
Primary Location: United States-Nevada-Las VegasWork Locations: DRI Center Crossing 1450 Center Crossing Road 89144Job: Portfolio ServicesOrganization: CC-Portfolio - 18000419Schedule: Full-time Shift: Day JobJob Type: StandardJob Level: Team LeaderJob Posting: Oct 13, 2022, 6:17:58 PM
HiltonGO employee discount program - stay at Hilton Hotels for as low as $35 per night!
Hilton Grand Vacations is a leader in the vacation ownership industry, operating with an unwavering commitment to innovation, quality, and continued growth. At the core of our company's success are our Team Members. The foundation of our way of life has been about making memorable experiences and a positive impact within our industry and the communities in which we live and thrive.
The Portfolio Lead delegates workload, maintains quality assurance and acts as supervisory backup.
What will I be doing?
Manages various department email boxes and provides monthly totals
Manages closing exceptions directly with escrow
Assigns and tracks Customer Action Tracking (CAT) assignments for department
Coordinates and processes loan cancellations
Processes payment refund and transfer requests.
Ensures audit compliance and prepare audit samples.
Reviews contract documents, loan details and board loans
Why do Team Members Like Working for us:
Day 1 Benefit Eligibility: medical, dental and vision insurance, 401K plan
Recognition Programs and Rewards
Discounted Hilton hotel rates worldwide!
401(k) program with company match.
Paid Time off
Paid Sick Days
Employee stock purchase program
Numerous learning and advancement opportunities
Our dedication to excellence is recognized and celebrated by some outstanding accolades including being named to Newsweek's Most Loved Workplaces list in 2021, a Stevie American Business Awards Gold winner for Company of the Year in Hospitality and Leisure, ranked a top company by LinkedIn in Travel & Hospitality on its 2022 Top Companies Industry Edition list and becoming a Great Place to Work certified company, earning our 2022 certification.
What are we looking for?
A minimum of three (3) years of experience in the vacation ownership field with financial/back-office operations required
Ability to analyze and thoroughly research difficult scenarios
Ability to maintain a balance of cordiality while enforcing department objectives.
Ability to learn new concepts and procedures quickly.
Working knowledge of Atlas, Clarity, and Harland.
Computer proficiency in Microsoft Word, Excel and Outlook.
Ability to interpret and create spreadsheets.
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, gender, 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.
Primary Location: United States-Nevada-Las VegasWork Locations: DRI Center Crossing 1450 Center Crossing Road 89144Job: Portfolio ServicesOrganization: CC-Portfolio - 18000419Schedule: Full-time Shift: Day JobJob Type: StandardJob Level: Team LeaderJob Posting: Oct 13, 2022, 6:17:58 PM
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Lead portfolio manager job description example 2
EPAM Systems lead portfolio manager job description
EPAM's Salesforce team is rapidly expanding to meet the growing demand of our digital engagement practice. We are hiring a Director of Salesforce Engagement who will be responsible for interacting with our Communications, Media, and Technology clients. If you are a highly motivated professional looking for a dynamic environment to build your portfolio and grow your career by driving impactful and complex engagements for global customers, this is the role for you!
RESPONSIBILITIES
+ Drive Salesforce Existing portfolio
+ Generate new Salesforce engagements on EPAM existing accounts
+ Build trusted relationships with C level customer stakeholders
+ Activate new Salesforce opportunities on new logos within close cooperation with Account & Delivery teams
+ Manage Delivery Teams with project vision, strategy & consulting focus
+ Direct Salesforce CMT industry domain GTM working with marketing & sales teams
+ Develop relationships with CMT Industry Salesforce SVPs & Account Executive teams
REQUIREMENTS
+ Hands on Salesforce Domaine Expertise with 4+ years experience
+ Excellent knowledge of Salesforce products and implementation best practices
+ Experience with Program / Delivery Management and Presales
+ Ability to engage with Leadership, problem solve, get things done with a closing mindset
+ Highly skilled in Salesforce within the Communications, Media, & Technology (CMT) industry
BENEFITS
+ Medical, Dental and Vision Insurance (Subsidized)
+ Health Savings Account
+ Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
+ Short-Term and Long-Term Disability (Company Provided)
+ Life and AD&D Insurance (Company Provided)
+ Employee Assistance Program
+ Unlimited access to LinkedIn learning solutions
+ Matched 401(k) Retirement Savings Plan
+ Paid Time Off
+ Legal Plan and Identity Theft Protection
+ Accident Insurance
+ Employee Discounts
+ Pet Insurance
+ Employee Stock Purchase Program
ABOUT EPAM
+ EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our customers, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential
EPAM Systems, Inc. is an equal opportunity employer. We recognize the value of diversity and inclusion in creating success for our customers, business partners, shareholders, employees and communities. We are committed to recruiting, hiring, developing and promoting employees without discrimination. As a global employer, this commitment includes complying with all laws in the countries in which we operate. Nevertheless, we believe equal employment practices should not be limited to what the law requires. Equal opportunity and inclusion are essential to motivate, empower and recognize the best in everyone.
At EPAM, employment actions are based on individual qualifications, without regard to race, color, religion, creed, gender, pregnancy status, sexual orientation, gender identity, gender expression, marital or familial status, national origin, ancestry, genetics, age, disability status, veteran status, citizenship status when otherwise legally able to work, or any other characteristic protected by law.
RESPONSIBILITIES
+ Drive Salesforce Existing portfolio
+ Generate new Salesforce engagements on EPAM existing accounts
+ Build trusted relationships with C level customer stakeholders
+ Activate new Salesforce opportunities on new logos within close cooperation with Account & Delivery teams
+ Manage Delivery Teams with project vision, strategy & consulting focus
+ Direct Salesforce CMT industry domain GTM working with marketing & sales teams
+ Develop relationships with CMT Industry Salesforce SVPs & Account Executive teams
REQUIREMENTS
+ Hands on Salesforce Domaine Expertise with 4+ years experience
+ Excellent knowledge of Salesforce products and implementation best practices
+ Experience with Program / Delivery Management and Presales
+ Ability to engage with Leadership, problem solve, get things done with a closing mindset
+ Highly skilled in Salesforce within the Communications, Media, & Technology (CMT) industry
BENEFITS
+ Medical, Dental and Vision Insurance (Subsidized)
+ Health Savings Account
+ Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
+ Short-Term and Long-Term Disability (Company Provided)
+ Life and AD&D Insurance (Company Provided)
+ Employee Assistance Program
+ Unlimited access to LinkedIn learning solutions
+ Matched 401(k) Retirement Savings Plan
+ Paid Time Off
+ Legal Plan and Identity Theft Protection
+ Accident Insurance
+ Employee Discounts
+ Pet Insurance
+ Employee Stock Purchase Program
ABOUT EPAM
+ EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our customers, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential
EPAM Systems, Inc. is an equal opportunity employer. We recognize the value of diversity and inclusion in creating success for our customers, business partners, shareholders, employees and communities. We are committed to recruiting, hiring, developing and promoting employees without discrimination. As a global employer, this commitment includes complying with all laws in the countries in which we operate. Nevertheless, we believe equal employment practices should not be limited to what the law requires. Equal opportunity and inclusion are essential to motivate, empower and recognize the best in everyone.
At EPAM, employment actions are based on individual qualifications, without regard to race, color, religion, creed, gender, pregnancy status, sexual orientation, gender identity, gender expression, marital or familial status, national origin, ancestry, genetics, age, disability status, veteran status, citizenship status when otherwise legally able to work, or any other characteristic protected by law.
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Lead portfolio manager job description example 3
Leidos lead portfolio manager job description
The Cyber and SIGINT Solutions Operation under the Intelligence Group of Leidos is seeking an experienced ProgramPortfolio Lead with a TS/SCI with polygraph clearance for a program in Columbia, MD.
PROGRAM SUMMARY: The Prototype Development Support program is a TTO-based, LOE program in support of our customer's Operations organization. Through new development and rapid prototyping, this program looks to help its customer find new and better data sources and tradecraft to answer new and existing intelligence questions to accomplish its mission. Working across all areas, using methods that run the gamut from leading edge visualizations, analytic development and new technology research, the program constantly strives to provide the best solutions for the customer to address their mission needs, all in a fast paced, highly collaborative challenging environment.
Primary Responsibilities
The successful candidate will have the following:
+ Be the primary interface between customer (task order leads, technical directors, team leads) and the program contractor PMO
+ Be the primary interface between technical staff and PMO
+ Coordinate requirement changes with customers and PMO
+ Have a lead role in selecting appropriate Leidos and subcontractor candidates to fill positions. This requires some technical understanding of software development, big data analytics and customer mission.
+ Have regular interaction with the technical performers
+ Be responsible to assess and monitor performance; coach / mentor as needed; address performance concerns; identify issues and resolve when possible
+ Monitor risks associated with TTOs and develop mitigation plans, as appropriate
+ Manage TTO status deliverables and support internal and external program reviews
+ Be a key contributor to semi-annual award fee self-evaluation process
+ Be a key contributor to quarterly technical review briefings
+ Serve as a front line supervisor for Leidos staff
+ Look to identify opportunities for program growth
What you will like about this position:
You will:
+ Be a core member of the PDSII PMO
+ Be an important part of a large program
+ Have responsibility and ownership
+ Assist our team in meeting important customer mission needs
+ Use your technical background to assure we have the right staff to meet our customer's needs
Basic Qualifications
At least 16 years of general experience in computer science, computer engineering, mathematics, or a related discipline. A bachelor's degree in computer science, engineering, mathematics, or a related discipline, may be substituted for four years of general experience. A master's degree in computer science, engineering, mathematics, or a related discipline, may be substituted for an additional two years of general experience.
At least five years of experience in software-intensive projects and programs for government or industry customers.
Excellent customer interaction skills
+ Excellent people management skills
+ Excellent communication skills both written and verbal
+ Ability to work on high visibility tasks
+ Demonstrated ability to multi-task
Desired Skills
+ Domain knowledge in customer missions and technologies
+ Minimum of 5 years project / task management experience (task order contracts preferred)
Experience managing projects with multiple subcontractors
Pay Range:Pay Range $113,100.00 - $174,000.00 - $234,900.00
The Leidos pay range for this job level is a general guideline onlyand not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.
REQNUMBER: R-00093338
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Leidos will consider qualified applicants with criminal histories for employment in accordance with relevant Laws. Leidos is an equal opportunity employer/disability/vet.
PROGRAM SUMMARY: The Prototype Development Support program is a TTO-based, LOE program in support of our customer's Operations organization. Through new development and rapid prototyping, this program looks to help its customer find new and better data sources and tradecraft to answer new and existing intelligence questions to accomplish its mission. Working across all areas, using methods that run the gamut from leading edge visualizations, analytic development and new technology research, the program constantly strives to provide the best solutions for the customer to address their mission needs, all in a fast paced, highly collaborative challenging environment.
Primary Responsibilities
The successful candidate will have the following:
+ Be the primary interface between customer (task order leads, technical directors, team leads) and the program contractor PMO
+ Be the primary interface between technical staff and PMO
+ Coordinate requirement changes with customers and PMO
+ Have a lead role in selecting appropriate Leidos and subcontractor candidates to fill positions. This requires some technical understanding of software development, big data analytics and customer mission.
+ Have regular interaction with the technical performers
+ Be responsible to assess and monitor performance; coach / mentor as needed; address performance concerns; identify issues and resolve when possible
+ Monitor risks associated with TTOs and develop mitigation plans, as appropriate
+ Manage TTO status deliverables and support internal and external program reviews
+ Be a key contributor to semi-annual award fee self-evaluation process
+ Be a key contributor to quarterly technical review briefings
+ Serve as a front line supervisor for Leidos staff
+ Look to identify opportunities for program growth
What you will like about this position:
You will:
+ Be a core member of the PDSII PMO
+ Be an important part of a large program
+ Have responsibility and ownership
+ Assist our team in meeting important customer mission needs
+ Use your technical background to assure we have the right staff to meet our customer's needs
Basic Qualifications
At least 16 years of general experience in computer science, computer engineering, mathematics, or a related discipline. A bachelor's degree in computer science, engineering, mathematics, or a related discipline, may be substituted for four years of general experience. A master's degree in computer science, engineering, mathematics, or a related discipline, may be substituted for an additional two years of general experience.
At least five years of experience in software-intensive projects and programs for government or industry customers.
Excellent customer interaction skills
+ Excellent people management skills
+ Excellent communication skills both written and verbal
+ Ability to work on high visibility tasks
+ Demonstrated ability to multi-task
Desired Skills
+ Domain knowledge in customer missions and technologies
+ Minimum of 5 years project / task management experience (task order contracts preferred)
Experience managing projects with multiple subcontractors
Pay Range:Pay Range $113,100.00 - $174,000.00 - $234,900.00
The Leidos pay range for this job level is a general guideline onlyand not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law.
REQNUMBER: R-00093338
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Leidos will consider qualified applicants with criminal histories for employment in accordance with relevant Laws. Leidos is an equal opportunity employer/disability/vet.
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Updated March 14, 2024
Updated March 14, 2024