Portfolio Manager jobs in Lexington, KY

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Client Portfolio Relationship Manager
  • SUMMIT BIOSCIENCES INC
  • Lexington, KY OTHER
  • Job Details

    Level:    Senior
    Job Location:    Company Headquarters - Lexington, KY
    Position Type:    Full Time
    Education Level:    4 Year Degree
    Salary Range:    Undisclosed
    Travel Percentage:    Up to 25%
    Job Shift:    Day
    Job Category:    Management

    Description

    ROLE SUMMARY:
    Reporting to the Director of Client Portfolio & Relationship Management (CPRM), this role is responsible for serving as the primary point of contact for an assigned portfolio of CDMO clients.  Clients may include external CDMO customers or internal Kindeva product customers.  This role collaborates extensively with Quality Leads and Technical Process Engineers.  The CPRM provides dedicated, cross-functional project management of operational activities that supports the product lifecycle within the manufacturing site. The role executes a client engagement model and governance, assures effective and routine open communications and relationship management discussions with internal Kindeva functional groups, as well as external client groups. The CPRM is responsible for supporting regular and routine performance management and business reviews.  The role is vital to business and operational planning at the site and works to assure current client requests and support organizational needs. The person in this role integrates their understanding and knowledge of business plans and technical transfer translating into commercial supply. The CPRM also works as part of the team to review and execute continual process improvement methods for enhancing client satisfaction and business growth.  

    ROLE RESPONSIBILITIES:

    • Executes and manages client engagement model, which includes description of client management governance, agreements on routine operational communications / meetings, and periodic performance management discussions and business reviews.
    • Executes client communications, associated with routine engagement, messaging, escalation, and notifications.
    • Pursues individual development, training, and workload management.
    • Executes goals and accountabilities based on agreed objectives and results.
    • Collaborate and communicate with other functional areas to promote understanding and achieve Client Portfolio & Relationship Management strategic objectives.
    • Promptly notifies line management & Quality leadership of potential issues or problems.
    • Responsible for organizing the product transfer to manufacturing.
    • Responsible for interfacing with the Client and Kindeva to ensure all relevant product and process information is received.
    • Create a project tracker, schedule, process flow, and Gantt for a kickoff meeting.

     

    Qualifications


    BASIC QUALIFICATIONS:

    • B.S / B.A. degree in Project Management, Business or a related pharmaceutical sciences field or equivalent experience in regulated industry.  PMP certification preferred. 
    • 3-5 years cGMP experience in a biotech, pharmaceutical, or bio-pharmaceutical manufacturing environment, ideally pre-clinical phases through commercial, and / or equivalent amount of experience managing commercial operations or client portfolio management roles.
    • Comprehensive understanding of business and operational planning, forecasting, and impact of demand planning on biotech, pharmaceutical or bio-pharmaceutical manufacturing operations.
    • Experience working with FDA (Food and Drug Administration) and participating in regulatory agency inspections desirable
    • Strong interpersonal and collaborative / facilitative skills across functions, across internal business enterprise, and externally with multiple clients within a portfolio
    • Proven, effective communication skills, oral and written across stakeholders
    • Ability to work independently and in a team setting with minimal supervision
    • Ability to make sound decisions regarding compliance-related issues with minimal supervision; proactive in identifying risks and creating mitigation plans.
    • Demonstrated, proven record of personal accountability and responsibility with a delivery-focused mindset.
    • Proficiency in MS Office, Teams, and project management software (e.g., MS Project, Smartsheet).  
  • 1 Month Ago

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Manager
  • Subway - 72412-0
  • Danville, KY FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • 17 Days Ago

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Manager
  • Subway - 54743-0
  • Georgetown, KY FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • 17 Days Ago

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Manager
  • Subway - 3250-0
  • Danville, KY FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • 18 Days Ago

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Manager
  • Subway - 28735-0
  • Lexington, KY FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • 18 Days Ago

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Manager
  • Subway - 10267-0
  • Lexington, KY FULL_TIME
  • As part of the Subway® Team, you as a Manager will focus on eight main things: Providing an excellent guest experience Ensuring that great food is prepared & servedKeeping our restaurants functional, ...
  • 18 Days Ago

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0 Portfolio Manager jobs found in Lexington, KY area

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Tax Manager - Financial Services - Wealth and Asset Management - Open US location
  • EY
  • Frankfort, KY
  • At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture ...
  • 4/26/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Lexington, KY
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/26/2024 12:00:00 AM

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Recovery Support Specialist
  • Spero Health, Inc.
  • Lexington, KY
  • Recovery Support Specialist Job Type Full-time Description **Spero Health is seeking a Recovery Support Specialist (Case...
  • 4/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Lexington, KY
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/24/2024 12:00:00 AM

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Community Lending Operations Manager
  • Fahe
  • Lexington, KY
  • Community Lending Operations Manager Fahe is building the American Dream. Join our growing team working to increase oppo...
  • 4/22/2024 12:00:00 AM

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Community Lending Operations Manager
  • Fahe
  • Richmond, KY
  • Community Lending Operations Manager Fahe is building the American Dream. Join our growing team working to increase oppo...
  • 4/22/2024 12:00:00 AM

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Asset Coordinator (Purchasing)
  • Davis H Elliot Company, Inc.
  • Lexington, KY
  • If you're an organized and responsible professional passionate about providing excellent customer service and looking to...
  • 4/22/2024 12:00:00 AM

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Finance Transformation, Business Consulting Finance Senior Manager
  • EY
  • Frankfort, KY
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 4/22/2024 12:00:00 AM

Lexington, consolidated with Fayette County and often denoted as Lexington-Fayette, is the second-largest city in Kentucky and the 60th-largest city in the United States. By land area, Lexington is the 28th largest city in the United States. Known as the "Horse Capital of the World," it is the heart of the state's Bluegrass region. It has a nonpartisan mayor-council form of government, with 12 council districts and three members elected at large, with the highest vote-getter designated vice mayor. In the 2017 U.S. Census Estimate, the city's population was 321,959, anchoring a metropolitan are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$106,874 to $148,137
Lexington, Kentucky area prices
were up 1.2% from a year ago