Investment Portfolio Manager jobs in Gastonia, NC

Investment Portfolio Manager manages the company's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Portfolio Manager studies and monitors investment performance and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Portfolio Manager typically reports to a head of a unit/department. The Investment Portfolio Manager contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Portfolio Manager typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

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IT Portfolio Manager
  • W. Lee Flowers
  • Hickory, NC FULL_TIME
  • Overview:
    The IT Portfolio Manager is the primary liaison supporting IT and Business teams in overseeing and managing the entire life cycle of technology initiatives to achieve organizational goals and objectives. This role is critical to increasing the value realized from technology investments and capabilities. The IT Portfolio Manager will be generally aligned to either the retail or wholesale side of operations and responsible for understanding the business, assisting in the prioritization of projects, ensuring projects align with overall technical or business strategy, guiding resource allocation, and driving the development of project or program execution plans.
    In this role a successful candidate will establish solid partnerships with both IT and Business teams to effectively act as a primary resource for communication with business project leaders, steering committees, and executive leaders on the performance of initiatives within the portfolio. The IT Portfolio Manager will help maintain focus on critical priorities and steward quality project management standards and practices across the organization.
    Responsibilities:
    1) Oversee project management practices ensuring we are maximizing value and deploying resources appropriately. As part of the oversight sustain necessary IT Project Portfolio structure to include:
    a. Demand management and strategic alignment of projects.
    b. Project evaluation, selection, and prioritization processes.
    c. Project execution, tracking, and results measurement practices.
    2) Lead the IT prioritization process and regular review processes in collaboration with business unit leaders.
    3) Guide the requirements gathering process in conjunction with Business Analysts on the team.
    4) Support coordination of technology resources (analysts, project managers, and developers) in support of initiatives within the IT Project Portfolio.
    5) Consistently and continuously track performance to plan and communicate appropriately.
    6) Manage project portfolio weekly.
    7) Collaborate as necessary with technical development resources and solution architecture teams to ensure solutions are meeting client expectations.
    8) Coordinate meetings with team and business stakeholders to ensure project alignment is maintained throughout planning and execution.
    9) Conduct recurring review sessions with senior IT and Business executives, steering committees, and other stakeholders to communicate performance of the IT Project Portfolio, facilitate change request decisions, and discuss reprioritization as necessary to satisfy shifting business needs.
    10) Manage escalation process for any critical initiatives, projects or programs that have run into challenges and provide recommendations on how the effort should proceed.
    11) Oversee and coordinate dependencies across the initiatives in the portfolio and resolve or escalate conflicts.
    12) Mentor and advise team members in areas of program management (scope, timeline and budget). Oversee the creation and maintenance of the required portfolio documentation and artifacts.
    Qualifications:
    • Capable of completing multiple assignments with potentially conflicting priorities while simultaneously providing support where needed and providing consulting value.
    • Works independently with little or no supervision. Provides functional guidance to others.
    • Strong leadership skills, with the ability to develop and communicate the portfolio objectives, inspire and motivate teams, and maintain alignment with business strategy.
    • High degree of astuteness and ability to use the informal power structure of the organization to overcome obstacles and achieve portfolio success.
    • Excellent verbal and written communication skills, including the ability to “tell the story” of the portfolio performance to the business and to technical leadership.
    • Strong business acumen, including industry- and domain-specific knowledge of the organization and its business units. Familiarity with industry trends and innovation and how other organizations are using them.
    • High level of empathy and the ability to vary styles of interaction to match the needs of a variety of business and technical audiences, as well as temperaments and personalities.
    • Influencing and negotiation experience and skills in an environment with high competition for resources.
    • Strong analytical, conceptual strategic planning and execution skills.
    • Familiarity with at least one delivery methodology or framework, such as: PMI standards, Agile, etc. and the use of reporting tools and metrics to analyze portfolio activities or performance.
    • Experience across a range of projects and programs
  • 1 Month Ago

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IT Portfolio Manager
  • Alex Lee
  • Hickory, NC FULL_TIME
  • Overview The IT Portfolio Manager is the primary liaison supporting IT and Business teams in overseeing and managing the entire life cycle of technology initiatives to achieve organizational goals and...
  • 1 Month Ago

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IT Portfolio Manager
  • Merchants Distributors, LLC
  • Hickory, NC FULL_TIME
  • Overview The IT Portfolio Manager is the primary liaison supporting IT and Business teams in overseeing and managing the entire life cycle of technology initiatives to achieve organizational goals and...
  • 1 Month Ago

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IT Portfolio Manager
  • SOUTO
  • Hickory, NC FULL_TIME
  • Overview The IT Portfolio Manager is the primary liaison supporting IT and Business teams in overseeing and managing the entire life cycle of technology initiatives to achieve organizational goals and...
  • 1 Month Ago

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Portfolio Accountant (ALG Senior)
  • Senior Living
  • Hickory, NC FULL_TIME
  • About our community We provide management services to exceptional assisted living communities, personalizing in the approach of ensuring every resident has their specific needs met at every stage. We ...
  • 3 Days Ago

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Manager
  • Massage Envy
  • Gastonia, NC OTHER
  • Overview Do you love helping others? Are you a natural leader who loves to inspire others to succeed? Do you want to be part of a community of caregivers committed to helping people feel their best? I...
  • 11 Days Ago

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0 Investment Portfolio Manager jobs found in Gastonia, NC area

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Financial Planner
  • Ascendo Resources
  • Charlotte, NC
  • Responsibilities: Client Assessment: Meet with clients to understand their financial goals, objectives, risk tolerance, ...
  • 4/19/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Charlotte, NC
  • GET MORE OUT OF YOUR CAREER Choose a career where changing and impacting someone else’s life for the better is also life...
  • 4/18/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Huntersville, NC
  • FINANCIAL ADVISOR - HUNTERSVILLE/ LAKE NORMAN I am looking to hire highly motivated and driven individuals to join my te...
  • 4/18/2024 12:00:00 AM

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Performance Reporting Analyst
  • Baird
  • Charlotte, NC
  • Baird's Private Wealth Management Institutional Consulting Services (ICS) team engages with very large institutionalclie...
  • 4/18/2024 12:00:00 AM

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Finance Director, Transformation
  • Honeywell
  • Charlotte, NC
  • Innovate to solve the world's most important challenges. As a Finance Director, Transformation at Honeywell, you will re...
  • 4/17/2024 12:00:00 AM

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Performance Reporting Analyst (Hedge Fund, relocate to Charlotte)
  • Coda Search│Staffing
  • Charlotte, NC
  • A leading global credit fund is adding a highly motivated and detail-oriented Credit Performance Reporting Analyst to th...
  • 4/17/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Charlotte, NC
  • Financial Advisor - Charlotte and Huntersville/Lake Norman Our group in Charlotte and Huntersville, NC is seeking a high...
  • 4/16/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Huntersville, NC
  • FINANCIAL ADVISOR - HUNTERSVILLE/ LAKE NORMAN I am looking to hire highly motivated and driven individuals to join my te...
  • 4/16/2024 12:00:00 AM

Gastonia is the largest city in and county seat of Gaston County, North Carolina, United States. It is also the second largest satellite city of the Charlotte area, behind Concord. The population was 71,741 at the 2010 Census. In 2016, the population had increased to 75,536. Gastonia is the 13th largest city in North Carolina. It is part of the Charlotte metropolitan area, officially designated the Charlotte Metropolitan Statistical Area (MSA). Gastonia has experienced steady growth, with a population increase between 2000 and 2010 of nearly 8.2%, according to the U.S. Census Bureau. According...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager jobs
$116,573 to $174,303
Gastonia, North Carolina area prices
were up 1.5% from a year ago