3,656 Portfolio Management jobs in the United States

As a Vice President in the dynamic Risk Management and Compliance (RM&C) Portfolio Management & Data Insights team at JPMorgan Chase, you'll be at the forefront of anticipating and managing new risks. Your role will involve strategic planning, problem-solving, and collaboration with senior leaders across various departments. You'll oversee RM&C's substantial technology budget, monitor investment progress, and promote governance on strategic digital transformation initiatives. This is an exciting opportunity to contribute to our company's growth and resilience. You'll provide oversight and governance on RM&C's half a billion dollar technology budget, monitoring ongoing progress on our investments while creating transparency to maximize benefits. You will also play a pivotal role in promoting the governance on strategic digital transformation initiatives (e.g. Large Language Models).

Job Responsibilities

• Take charge of our technology investment portfolio, ensuring that every decision supports our mission to innovate and grow. Your leadership will guide the effective allocation and utilization of resources.
• Develop and implement governance frameworks that keep our technology investments on track and aligned with our strategic objectives. Your expertise will ensure compliance and drive success.
• Craft detailed technology portfolio and financial reports that tell the story of our investments. Your insights will provide clarity and direction, helping us make informed decisions.
• Define and track key performance indicators (KPIs) and metrics that measure the success of our technology portfolio. Collaborate with business leads to ensure we're realizing the full potential of our investments.
• Standardize the way we define and capture business benefits and return on investment (ROI). Your ability to translate complex data into actionable insights will empower our stakeholders.
• Work hand-in-hand with business leads to craft compelling investment cases and oversee the approval process for new technology demands. Your collaboration will drive our annual budget cycle.

• You bring at least 10 years of experience, ideally with a background in Finance or Accounting. Your proven track record in managing large-scale technology investment portfolios sets you apart.
• Your proficiency in Microsoft Excel and PowerPoint, combined with advanced analytical skills, will be invaluable as you assess and optimize our technology strategies.
• You're a strategic thinker who thrives on aligning technology investments with business goals and driving continuous improvement.
• Your communication skills are top-notch, enabling you to prepare executive-level communications with clarity and impact.
• You're organized and adept at managing multiple priorities, ensuring nothing falls through the cracks.
• Your intellectual curiosity and quick learning ability make you a collaborative team player who builds strong partnerships.
• You're self-directed, thrive under pressure, and possess outstanding judgment and problem-solving skills.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $128,250.00 - $190,000.00 / year

Job Title: Senior Portfolio Manager - Sponsor Finance
Location: New York, NY
Industry: Financial Services / Private Equity
Role Overview:

Our client, a global financial institution, is seeking an experienced Portfolio Manager to join their Sponsor Finance team in New York City. This individual will be responsible for managing a portfolio of complex fund finance transactions, including Subscription Financing, NAV Financing, and Fund-Level Lending. The ideal candidate will bring deep credit expertise, strong analytical skills, and a solid understanding of sponsor-backed structures.

Key Responsibilities:
* Oversee a portfolio of sponsor finance transactions, ensuring ongoing credit quality, risk management, and compliance.
* Conduct in-depth credit analysis and periodic reviews of existing clients, including private equity sponsors and their affiliated funds.
* Monitor financial performance, covenant compliance, and market developments impacting portfolio companies and fund structures.
* Partner with Relationship Managers to support client needs and identify opportunities for upselling or restructuring.
* Prepare and present credit memos, risk assessments, and portfolio reports to internal committees.
* Collaborate with internal teams including credit, legal, operations, and product specialists to ensure smooth execution and servicing of transactions.
* Contribute to the development of portfolio management frameworks, risk models, and reporting tools.

Qualifications:
* Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred.
* 8-10+ years of experience in banking, credit, or portfolio management, with a strong focus on Sponsor Finance or Fund Finance.
* Deep understanding of Subscription Lines, NAV-based Lending, and Fund-Level Financing structures.
* Strong credit analysis and risk management skills, with experience managing complex, structured transactions.
* Excellent written and verbal communication skills, with the ability to present to senior stakeholders.
* Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.

2 days ago Be among the first 25 applicants Facilitates restaurant transactions and provides solutions for non-compliant Development Agreements to help strengthen each of our brands and foster strong restaurant growth. Responsibilities Act as a project manager for the franchisee-to-franchisee transfer process for the Dunkin', Baskin-Robbins and SONIC brands; provide analytical support related to ROFR opportunities and make recommendations. Provide solutions for non-compliant Store Development Agreements. Manage the acquisition of franchisee restaurants by Inspire to run corporately from the financial analysis stage through the closing and post-closing cleanup. Manage the disposition of Inspire corporately run restaurants to franchisee operators from the financial analysis stage through the closing and post-closing cleanup. Evaluate and recommend solutions for distressed franchisee situations Provide analytical support for ad hoc business development situations within the Brands. Education And Experience Qualifications 4-year degree in Business, Finance, Accounting, or related required. Graduate Degree preferred. 3+ years of relevant work experience required. REQUIRED KNOWLEDGE, SKILLS, Or ABILITIES Strong technical, analytical, and problem-solving skills with an emphasis on financial returns. Sound knowledge of financial principles. Excellent communication skills and ability to navigate through a Transaction Process involving Franchisees and financing Institutions, attorneys, Investment Bankers/Business Brokers, and Landlords. Ability to manage a process involving cross-functional teams in the execution of M&A Financial Transactions. Advanced proficiency with Microsoft Excel, and Microsoft PowerPoint and experience working with various Financial Systems and Valuation Models. Working knowledge of Microsoft Word, Microsoft Outlook Preferred: Negotiating Experience. Inspire is a multi-brand restaurant company whose portfolio includes more than 33,000 Arby’s, Baskin-Robbins, Buffalo Wild Wings, Dunkin’, Jimmy John’s, and SONIC restaurants worldwide. We’re made up of some of the world’s most iconic restaurant brands, but we’re much more than just a restaurant company. We’re a team of hundreds of thousands who individually and collectively are changing the way people eat, drink, and gather around the table. We know that food is much more than a staple—it’s an experience. At Inspire, that’s our purpose: to ignite and nourish flavorful experiences. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Restaurants Referrals increase your chances of interviewing at Inspire by 2x Boston, MA $200,000 - $30,000 2 months ago Boston, MA 135,400 - 181,500 2 weeks ago Asset & Wealth Management RICS - Senior Manager We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Facilitates restaurant transactions and provides solutions for non-compliant Development Agreements to help strengthen each of our brands and foster strong restaurant growth. RESPONSIBILITIES Act as a project manager for the franchisee-to-franchisee transfer process for the Dunkin', Baskin-Robbins, and SONIC brands; provide analytical support related to ROFR opportunities and make recommendations. Provide solutions for non-compliant Store Development Agreements. Manage the acquisition of franchisee restaurants by Inspire to run corporately from the financial analysis stage through the closing and post-closing cleanup. Manage the disposition of Inspire corporately run restaurants to franchisee operators from the financial analysis stage through the closing and post-closing cleanup. Evaluate and recommend solutions for distressed franchisee situations. Provide analytical support for ad hoc business development situations within the Brands. EDUCATION AND EXPERIENCE QUALIFICATIONS 4-year degree in Business, Finance, Accounting, or related required. Graduate Degree preferred. 3+ years of relevant work experience required. REQUIRED KNOWLEDGE, SKILLS, or ABILITIES Strong technical, analytical, and problem-solving skills with an emphasis on financial returns. Sound knowledge of financial principles. Excellent communication skills and ability to navigate through a Transaction Process involving Franchisees and financing Institutions, attorneys, Investment Bankers/Business Brokers, and Landlords. Ability to manage a process involving cross-functional teams in the execution of M&A Financial Transactions. Advanced proficiency with Microsoft Excel, PowerPoint, and experience working with various Financial Systems and Valuation Models. Working knowledge of Microsoft Word and Outlook. Preferred: Negotiating Experience. Inspire is a multi-brand restaurant company whose portfolio includes more than 33,000 Arby’s, Baskin-Robbins, Buffalo Wild Wings, Dunkin’, Jimmy John’s, and SONIC restaurants worldwide. We’re made up of some of the world’s most iconic restaurant brands, but we’re much more than just a restaurant company. We’re a team of hundreds of thousands who individually and collectively are changing the way people eat, drink, and gather around the table. We know that food is much more than a staple—it’s an experience. At Inspire, that’s our purpose: to ignite and nourish flavorful experiences. #J-18808-Ljbffr

As a Director of Portfolio Management focused on Portfolio Growth here at Honeywell, you will play a crucial role in driving growth and profitability by aligning our offerings with growth industries and end segments. You will be responsible for developing and executing strategies to expand our portfolio and capture market opportunities in high-growth sectors. Your strong leadership skills, strategic thinking, and market insights will be essential in driving the success of our business.

In this role, you will have a significant impact on our strategic direction, revenue growth, customer acquisition, and market share expansion.

Ideal Candidate Experience:

• Proven experience (typically 10+ years) in product management, offering management, or related roles, with significant experience in portfolio management and leadership positions.
• Previous experience leading an offering management function with a focus on portfolio growth
• Strong strategic thinking, analytical, and problem-solving skills, with a track record of driving business growth through effective portfolio management.
• Strong ability to identify growth industries segments with high market potential
• Experience with developing and executing strategies to expand portfolio's alignment with growth opportunities.
• Collaborate with cross-functional teams to develop and launch new offerings targeted at growth industries.
• Developed pricing and go-to-market strategies to maximize revenue and market share
• Monitored and track portfolio performance and make data-driven decisions to optimize growth

Key Responsibilities:

Portfolio Strategy and Development:

• Develop and execute the overall strategy for the company's product portfolio, encompassing both existing products and new offerings.
• Conduct market analysis, customer segmentation, and competitive assessments to identify market trends, opportunities, and portfolio gaps.
• Define and prioritize portfolio investments based on strategic fit, market potential, and financial viability.

Product Lifecycle Management:

• Oversee the entire lifecycle of products within the portfolio, from concept development through to end-of-life decisions.
• Collaborate with cross-functional teams (R&D, engineering, marketing, sales, operations) to define product roadmaps, feature enhancements, and product differentiation strategies.
• Monitor product performance metrics, including revenue growth, profitability, and market share, and make data-driven decisions to optimize portfolio performance.

Stakeholder Management and Collaboration:

• Serve as a strategic advisor to executive leadership and senior management on portfolio strategy, performance, and market dynamics.
• Foster collaboration and alignment across departments to drive portfolio growth and profitability.
• Build strong relationships with internal stakeholders, external partners, and key customers to drive co-development opportunities and enhance product offerings.

Continuous Improvement and Innovation:

• Lead continuous improvement initiatives to enhance product quality, customer satisfaction, and operational efficiency within the portfolio.
• Stay abreast of industry trends, technological advancements, and competitive landscape to identify opportunities for product innovation and differentiation.
• Champion a culture of innovation and excellence within the offering management team, encouraging creativity, collaboration, and continuous learning.

The annual base salary range for this position is $180,000-$230,000. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations.

This position is incentive plan eligible.

In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays.