Investment Portfolio Manager, Sr. jobs in West Haven, CT

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Sr Manager Clinical Materials
  • Yale New Haven Health
  • New Haven, CT OTHER
  • Overview

    To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

    The Procedural Senior Site Manager is responsible for directing all clinical and materials management activities related to Logistical Operations at a delivery network site. Responsibilities include the acquisition and distribution of inventory to the site including the ORs and recovery of equipment at the site and ensures the environment of care is in a constant state of regulatory readiness. This position reports directly to the Director of York Street Logistics and interacts with executive and senior leadership, department directors, managers, outside business customers, and internal customers (clinical and physician staff) across the Health System. This position is responsible for identifying and implementing industry best practices in clinical site logistical management that will support YNHH efforts to be considered a best-in-class class supply chain organization both within and outside the health care industry. External contact includes Group Purchasing Organization, consultants, and vendors. EEO/AA/Disability/Veteran

    EEO/AA/Disability/Veteran
    Responsibilities

    • 1. Responsible for directing all activities in logistical support of the clinical site and the associated ORs including the acquisition, inventory, storage, distribution and recovery of equipment at the site.
    • 2. Responsible for operating within levels of approximately multi-million dollar in combined salary and non-salary budget
    • 3. Responsible for meeting hospital business plan objectives and quality improvement initiatives.
    • 4. Responsible for the performance and service schedules of a large and diverse staff
    • 5. Responsible for supporting the attainment Supply Chain Savings Targets for the site
    • 6. Responsible for ensuring the environment of care is in a constant state of regulatory readiness.
    • 7. Position oversight- this position has direct oversight of the Clinical Site Manager and non-clinical site staff. This position partners with the hospital staff, sourcing, IT, Finance and distributor to meet target goals.
    • 8. Performance measurement- directs the monitoring and reporting of daily/weekly/monthly supply chain performance including quality and productivity metrics, and ensures appropriate actions are taken.
    • 9. Process workflow management in support of hospital?s healthcare needs from warehousing to customer service
    • 10. Customer service management at the site including hospital administration and clinical staff.
    • 11. Supports executive Supply Chain leadership in annual budgeting planning, development of strategic goals/ KPIs. Monitors performance to goals, budget and other strategic objectives.
    • 12. Responsible for ensuring maximum value that supports optimization of YNHH?s trade partners including its GPO, manufacturers and distributors across all System entities.
    • 13. Serves in the emergency management HICS as the site logistician and supply chain subject matter expert
    • 14. Leads, facilitates and executes projects to improve Perioperative Services supply organization, inventory, order, receipt, stocking, distribution, tracking and valuation. Provides leadership in meeting goals and objectives. Interacts with OR Management Team across campuses, staff, surgeons, distributors, supply vendors, software vendors, MIS, Purchasing, Contracting, Hospital Materials Management and Internal Auditing. Influences and communicates with all levels of clinical, financial, and operational management concerning team goals and progress. Accomplishes these goals by utilizing EPIC, Q-sight, Terso, Aeroscout, and other information systems to develop supporting integrated clinical, financial, and operational data and reports
    • 15. Maintains control of inventory in Yale New Haven Hospital including York St Campus OR storage areas of SPOR, NPOR, WPOR and AMOR. Maintains the integrity of OR item master through the YD05 screens of Lawson for the three business locations of YNHH to populate EPIC 's clinical documentation with regards to pick lists. Works with Supply Chain Analytics (SCA) to ensure that the item master is clean: all items used in the OR have INFOR number, appropriate clinical description, unit of measure, cost, charge codes, supply and implant type
    • 16. Designs and utilizes reports to monitor key performance indicators (KPI) to quality measurements and operational goals. Develops materials distribution and utilization analyses that meet users' needs and support YNHH business plan relating to Peri-Operative Services. Provides operational and financial data in a useable format allowing for the identification, analysis and evaluation of alternative strategies to accomplish goals and objectives within the perioperative resource management arena. Proposes technology and service improvements to enhance productivity, quality and customer satisfaction. Drives measurable and sustainable process improvement to eliminate defects
    • 17. Ensures compliance with standards of federal, state and local regulatory bodies and commissions in relationship to supply management including JCAHO, Department of Health, Uniform Commercial Code (UCC), OSHA, MOSH and Food and Drug Administration. Ensures that product recalls and other RASMAS alerts are addressed and appropriate actions completed in a timely manner. Benchmarks both internal and external business processes to identify best in class processes and bring them into use for OR Materials Management.

    Qualifications

    EDUCATION


    Bachelors degree in business administration, health services or related field or equivalent work experience along with continuous improvement experience.


    EXPERIENCE


    Procedural leader with experience in all facets of clinical site logistic management including process, clinical and outsourced coordination and process improvement. Five (5) to eight (8) years of progressively responsible experience in supply chain distribution, material handling, OR management and mail distribution programs in healthcare facilities. Five (5) years' experience in leadership roles showing progressively increasing responsibility for the supervision of staff. Experience in supply chain continuous improvement and change management are vital to this role. Experience in operations in a clinical setting, continuous improvement experience and training, and experience developing and utilizing metrics and management techniques to drive improvement. This manager must have experience integrating activities into key supply-chain processes. Strong management experience is required; experience managing a large number of staff.


    LICENSURE


    Bachelors degree required in a related field. Lean Six Sigma certification in continuous improvement preferred. Supply Chain experience in clinical site management required


    SPECIAL SKILLS


    Comprehensive understanding of logistical clinical site management. Demonstrates high degree of supervisory skills with excellent program management skills. Continuous Improvement skills - will deploy and sustain lean and continuous improvement programs, working in conjunction with supply chain logistics leaders to identify areas of operations where the deployment of continuous improvement methodologies will improve key performance indicators. Good communication and presentation skills at all levels of organization to both internal and external customers. Experienced in facilitating multi-disciplinary groups. Good team building and problem analysis and resolution skills. Self-motivated with good time management skills. Must be goal oriented and flexible. Excellent supervisory skills with solid understanding of principles of empowerment, motivation and staff development. Knowledgeable of technical aspects of Logistical and supply chain operations in a healthcare environment. Able to effectively use MS office products and SmartSheet. Understands the principles of high reliability operations and performance improvement


    PHYSICAL DEMAND


    Must be able to travel back and forth between campuses and visit off sites as needed. Must be able to work in summer and winter temperatures as need. Ability to move through an ever expanding campus, primarily on foot. Ability to lift boxes and equipment under 40 lbs. Ability to push or pull wheeled carts and equipment as necessary.



    YNHHS Requisition ID

    116682
  • 8 Days Ago

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Sr Plant Operations Manager
  • honeywell
  • Northford, CT FULL_TIME
  • Our Senior Operations Managers play a crucial role in exceeding expectations and providing a superb customer experience. Responsible to drive a full Operations team in Northford, CT that ensures the a...
  • 2 Months Ago

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Sr Program Specialist (Project Manager)
  • honeywell
  • Northford, CT FULL_TIME
  • Project ManagerDescription: INNCOM, a brand of Honeywell BA is in need of a Project Manager. As a Project Manager, you will organize and manage resources so that projects are completed on time, and to...
  • 2 Months Ago

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Administrative Assistant
  • Leading Edge Investment Group
  • New Haven, CT FULL_TIME
  • Skills/Traits: · Strong organizational skills · Strong verbal and written communication skills · Basic excel skills. · Intermediate to expert understanding of Microsoft applications. · Ability to take...
  • 2 Days Ago

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Portfolio (Collections) Specialist
  • Quadient
  • Milford, CT FULL_TIME
  • At Quadient, we are committed to empowering our people to be their authentic selves at work and ensuring that every individual is treated with fairness and respect. We encourage applications from anyo...
  • 2 Months Ago

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Sr Territory Manager - Fire Station Alerting Systems
  • honeywell
  • Northford, CT FULL_TIME
  • Job Responsibilities Successful candidates will value sell to become the customer’s trusted advisor to earn the trust and business with all various customer stakeholders. As an industry expert, this p...
  • 2 Months Ago

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0 Investment Portfolio Manager, Sr. jobs found in West Haven, CT area

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Financial Advisor
  • CNO Financial Group
  • Milford, CT
  • Join Us to Earn More Money and Make a Real Impact! Are you seeking a career that can offer more? Do you want to help peo...
  • 5/2/2024 12:00:00 AM

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Senior Treasury Manager - Liquidity and Trust Management
  • GE Aerospace
  • Norwalk, CT
  • Job Description Summary North American Life and Health (NALH) is the reinsurance business unit under GE Aerospaces Corpo...
  • 5/2/2024 12:00:00 AM

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Treasury Manager - Liquidity and Trust Management
  • GE Aerospace
  • Norwalk, CT
  • Job Description Summary North American Life and Health (NALH) is the reinsurance business unit under GE Aerospaces Corpo...
  • 5/2/2024 12:00:00 AM

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Financial Advisor/Stockbroker Trainee
  • MORGAN WILSHIRE SECURITIES INC
  • Smithtown, NY
  • Job Description Job Description At Morgan Wilshire Securities, Inc. our specialty is locating the best possible investme...
  • 5/2/2024 12:00:00 AM

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Entry Level Financial Representative
  • Northwestern Mutual
  • West Hartford, CT
  • Northwestern Mutual Financial Planning Overview: Financial Representative | Financial Advisor | Wealth Management Adviso...
  • 5/2/2024 12:00:00 AM

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Financial Advisor/Stockbroker Trainee
  • MORGAN WILSHIRE SECURITIES INC
  • Smithtown, NY
  • Job Description Job Description At Morgan Wilshire Securities, Inc. our specialty is locating the best possible investme...
  • 5/1/2024 12:00:00 AM

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Finance Analyst
  • Atlantic Group
  • Norwalk, CT
  • -Small-business direct lender with ~65 employees, based in Norwalk, CT -The firm is seeking an analyst to perform monthl...
  • 4/28/2024 12:00:00 AM

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Finance Accounting Manager
  • Cartessa Aesthetics
  • Melville, NY
  • The Cartessa Culture – Only the Best Cartessa Aesthetics is rethinking the way breakthrough aesthetic technology is sour...
  • 4/28/2024 12:00:00 AM

West Haven is a city in New Haven County, Connecticut, United States. At the 2010 census, the population of the city was 55,564. According to the U.S. Census Bureau, the city has a total area of 11 square miles (28 km2), of which 10.75 square miles (27.8 km2) is land .2 square miles (0.52 km2), or 1.54%, is water. West Haven has 3.5 miles (5.6 km) of publicly accessible beaches, which is one-quarter of the publicly accessible beaches in Connecticut. The hilly Allingtown district of the city is home to the University of New Haven. West Haven is located in the south-central portion of Connecticu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$197,327 to $315,264
West Haven, Connecticut area prices
were up 1.7% from a year ago

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