226 Portfolio Management jobs in the United States
VP, Americas Portfolio Management
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Join to apply for the VP, Americas Portfolio Management role at Digital Realty
Join to apply for the VP, Americas Portfolio Management role at Digital Realty
Location: DLR office in Central, Mountain or Western time zone
Job Description
Position Title: VP, Americas Portfolio Management
Location: DLR office in Central, Mountain or Western time zone
Your role As Vice President of Portfolio Management, you will lead strategy, operations, and growth for a regional portfolio of properties with full P&L accountability. This role plays a key part in driving value creation through leasing, redevelopment, acquisitions, and performance optimization. It’s an opportunity to make a broad impact while working collaboratively across teams to shape the future of our portfolio.
What You’ll Do
- Lead the development and execution of regional strategies that support income growth, leasing, redevelopment, and long-term value creation
- Manage full P&L responsibility for a regional portfolio, partnering closely with internal teams and third-party leasing agents
- Set and oversee leasing goals; review and approve leasing proposals and forecasts aligned to market demand and tenant needs
- Shape asset redevelopment strategies and guide execution across design, construction, sales, and technical operations
- Partner with the acquisitions team to support external growth, including sourcing, underwriting, due diligence, and operational transition
- Oversee day-to-day property operations, budgeting, tenant relations, vendor partnerships, and capital planning
- Guide and monitor accurate reporting, forecasting, and annual business planning in collaboration with finance and accounting
- Support REIT compliance and contribute to public reporting, disclosure, and income qualification strategies.
- Bachelor’s degree required; MBA or advanced degree preferred
- Extensive experience in asset or portfolio management, ideally within a REIT or related real estate environment
- Strong leadership skills with the ability to guide direct and indirect reports, foster collaboration, and influence across departments
- Deep understanding of financial analysis, forecasting, and capital allocation, with the ability to interpret complex data and drive informed decisions
- Knowledge of leasing practices, legal and title documentation, contracts, and property operations
- Exceptional communication skills—able to present ideas clearly and build trust with stakeholders at all levels
- Commitment to service excellence and continuous improvement, with a proactive and adaptable mindset
- Experience managing business plans, variance analysis, and reporting tools such as Kardin or similar systems
Digital Realty brings companies and data together by delivering the full spectrum of data center, colocation and interconnection solutions. PlatformDIGITAL, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents.
To learn more about Digital Realty, please visit digitalrealty.com or follow us on LinkedIn and Twitter .
A Bit About Our Digital Team
Operations
Our Operations team keeps our customers’ infrastructure running safely and securely. We get plenty of opportunities to take on a variety of tasks and develop our technical skills. From overseeing electrical power to cooling and fire suppression systems, our team plays a vital role in making sure everything in our data centers operates as it should.
What We Can Offer You
Our rapidly evolving business sector offers the opportunity to be part of a courageous and passionate team who work together to understand and meet the changing needs of our global customers.
Join us and you’ll be part of a supportive and inclusive environment where you can bring your whole self to work. As part of our team, you’ll get to work with people from different business areas, challenge the way we do things and put your ideas into action. We’ll also give you plenty of development opportunities so you can build a rewarding and successful career with us.
Our Compensation Philosophy
Digital Realty offers its employees a highly competitive compensation package, excellent benefits, and an environment that recognizes and rewards your contributions. Central to our compensation philosophy is rewarding our employees for achieving the values and objectives aligned to the company's overall goals and values.
Our published pay ranges reflect the minimum and maximum target for new hire pay for the full-time position determined by role, level, and geographical location. Individual pay is based on additional factors including but not limited to job-related skills, experience, and relevant education and/or training. Moreover, an employee’s total compensation package varies by role and may include salary, cash bonus or commissions, and equity awards not quantified below.
Compensation range: $210,000 - $75,000 annual salary. This compensation range represents the Company’s good faith belief as to what it will pay as a base salary for this position at the time of this posting.
Benefits: For this role, Benefits include medical, dental, vision, life and AD&D insurance, 401k match, disability benefits, wellness and education benefits, employee stock purchase plan, paid time off, holidays, and more.
This is an exciting time to join our business so apply now and make your mark on our future.
Notes
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
Digital Realty is an equal opportunity employer, EOE/AA/M/F/Vets/Disabled. All applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability or protected veteran status, or other status protected by law or Company policy.
Digital Realty is a publicly traded company (NYSE: DLR) with investment grade ratings from all three major ratings agencies.
Please do not forward unsolicited resumes to any employee of Digital Realty and its subsidiaries. Digital Realty is not responsible for any fees related to unsolicited referrals. Seniority level
- Seniority level Executive
- Employment type Full-time
- Job function Finance and Sales
- Industries IT Services and IT Consulting
Referrals increase your chances of interviewing at Digital Realty by 2x
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#J-18808-LjbffrDirector - Project & Portfolio Management
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As part of Welty Energy’s Leadership Team, the Portfolio Director will advance our efforts to become the best customer centric professional services consulting firm for electric utilities in our target geographic region (New England) through client relationships, staff engagement and process improvement.
As a Transmission and/or Substation expert having led project teams to success you will report directly into the President of Welty Energy while working in collaboration with a highly skilled and energized leadership team.
While this role is remote in nature the successful applicant should be based in the New England region to service MA, NH and CT clients while building a local team. This is a great opportunity to take on existing projects while developing new opportunities to build our New England presence.
As a Welty Energy Portfolio Director, you are expected to:
- Be a primary liaison in the development of relationships with a designated client or clients as well as advocate for Welty Energy’s portfolio of services and capabilities.
- Lead a team of Portfolio Managers who manage a portfolio of transmission and distribution projects for your client(s).
- Promote collaboration and process improvement among your team as well as across teams and disciplines (such as Engineering).
- Collaborate with other groups (such as Engineering) to share resources and provide support as needed to deliver excellence to our client(s).
- Collaborate with others as needed to provide consultation on specific projects when needed and to develop processes and solutions that achieve our goals for excellence and client centricity.
- Be responsible for the successful implementation of all client-specific software, tools, and processes.
- Ensure outstanding training is provided to incoming and existing staff.
- Provide career development guidance to your team.
- Provide general consultation to client(s), but project specific decisions / consultations are to be communicated by the assigned Project Manager.
- Assist with the pursuit of new business with existing and/or potential clients.
- Complete specific tasks as needed and as determined by yourself or the Leadership Team.
- Support the Leadership Team with strategic initiatives.
- Foster a safety-focused culture.
- Foster a positive and inclusive work environment that promotes teamwork, open communication, and mutual respect.
- Be involved with consulting on your team’s portfolios where your expertise and guidance are needed.
You should bring to the table:
- Bachelor’s degree in engineering, construction management, or similar. Master’s Degree preferred.
- Minimum of ten years of experience managing utility clients, projects, and people. Electric utility project management required.
- A proven track record leading Transmission and/or Substation projects (10 yrs minimum) required.
- PMP or P.E preferred.
- Strong written and verbal communication skills.
- Effective leadership and organizational skills.
- Knowledge of or ability to learn client’s systems, tools, and processes.
Welty Energy. is an equal opportunity employer.
#J-18808-LjbffrANALYST - INVESTMENTS AND PORTFOLIO MANAGEMENT
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Job Category : Administrative
Requisition Number : ANALY001029
- Full-Time
- On-site
Showing 1 location
Kilroy Realty Corporation is seeking an individual interested in pursuing a career in real estate with a focus on investments and finance at a premier publicly traded REIT (NYSE: KRC). The Analyst, Investments and Portfolio Management will work directly with both a locally focused team and senior management at all levels within the organization. The opportunity provides extensive experience and exposure to real estate development and investment; including the financial modeling of all perspective acquisitions, development, disposition, and reposition projects.
Additionally, the role will provide financial analysis and support on other various projects such as leasing transactions, corporate finance/capital markets, and other strategic initiatives. There is direct interface with the CEO, COO, CFO, CIO, Regional EVP/SVP’s as well as with the asset management, development, accounting and corporate finance departments thus strong communication skills are warranted. This position reports to the Senior Vice President, Investments.
Opportunity Requirements
- Bachelor’s degree from a top-tier university with coursework in business, finance, and ideally, real estate
- 1-3 years of direct real estate experience in a valuation, development and/or acquisition, debt, investment banking, asset management, or accounting role
- Ability to synthesize large amounts of information from various sources and provide concise conclusions and recommendations
- Strong critical thinking skills and the ability to independently develop strategies and recommendations for investment decisions
- Familiarity with real estate diligence such as rent rolls, contracts, commercial leases, offering memorandums and operating/income statements
- Experience with office, life science, retail, and multifamily product types in Southern California markets a plus
- Advanced skills in Excel and ARGUS
- Familiarity with basic cash/GAAP accounting principles
- Excellent communication skills and precise attention to detail
- Team oriented mentality with a strong ability to adapt and interact with team members
- Willingness and excitement for occasional business travel between Kilroy’s target markets
Summary of Responsibilities
The core responsibilities of this position include, but are not limited to the following:
- Directly assisting Bay Area and Pacific Northwest investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects
- Assisting in all aspects of the underwriting process, including initial investment analysis, preparation of investment memos, comparative analysis, vetting of corporate finance and accounting issues, etc.
- Working with Kilroy’s leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process
- Evaluating, through Argus, NPV and IRR analyses, the financial impact of lease proposals, terminations, and renewals for active and pipeline development projects
- Assisting with execution and proforma modeling of large mixed-use projects with office, retail and multi-family components
- Creating clear and concise presentations directed towards senior management and Investment Committee
- Reviewing and summarizing acquisition diligence materials on live deals
- Maintaining acquisition pipeline trackers through active engagement with external brokers
- Developing and maintaining a deep network of market participants in order to assist the Company in the sourcing of opportunities
- Monitoring market transactions for both leasing and capital markets data points
- Assisting FP&A and Corporate Finance teams in the preparation of internal and external investor relations materials
- Interfacing with Brokers, Lawyers, Architects, Engineers, and other project team members to ensure timely/accurate proforma updates
What we offer
At Kilroy, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within the role. The base pay range for this role is between $97,500 and $110,000, and your base pay will depend on your skills, experience and training, knowledge, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. This role is eligible for an annual discretionary bonus as well.
Our comprehensive group health benefits program is built around your total health and provides employees and their families with care and coverage designed to help you thrive. Our health and wellness program offerings include medical, dental, vision, with FSA, HSA options, Group Life & Disability, LTD coverage and much more. Ancillary programs include a retirement savings plan with a competitive employer match, employee support programs like our parental leave coaching program, wellness, and commuter benefits, just to name a few. We invite you to visit our website at to learn more.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
Director, ERP Portfolio Management
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CPS Careers | Search | Apply | Get Hired
Posting DateFeb 3, 2025, 3:53:58 PM
Primary LocationCPS Non-Union Job Grade: S11
Estimated Annual Salary Range115,000.00 - 153,000.00
Position Type: Non-Union Position
Overtime StatusExempt
Final salary offers are dependent upon candidate qualifications.
JOB DESCRIPTION
Chicago Public Schools (CPS) is a district on the rise, serving over 320,000 students in 500+ schools and employing over 44,000 people, most of them teachers. CPS has set ambitious goals to ensure that every student, in every school and every neighborhood, has access to a world-class learning experience that prepares each for success in college, career, and civic life. In order to fulfill this mission, we make three commitments to our students, their families, and all Chicagoans: academic progress, financial stability, and integrity. Six core values are embedded within these commitments – student-centered, whole child, equity, academic excellence, community partnership, and continuous learning.
The Office of Information and Technology Services (ITS) works to build the capacity of schools to use information and technology, maintain network infrastructure, security standards, and support other departments to meet district goals. ITS provides innovative technology solutions that improve the quality of education for students, reduce the administrative burden on educators, facilitate parent interaction, increase community engagement, and support CPS’ mission of transparency by focusing on the ease and equity of access to information.
Job Summary:
The Director of ERP Portfolio Management will lead the CPS Enterprise Resource Planning (ERP) Modernization Program and processes, partnering closely with IT and business leadership from departments including Finance, Budget, Procurement, and Human Resources/Talent to ensure the successful delivery of our 4-Year ERP Modernization Program in alignment with CPS business initiatives and priorities. This position will oversee all project management and processes of the Program rollout while delivering a greenfield ERP implementation on budget, on schedule, on quality, and within scope. The Director of ERP Portfolio Management will report to the Chief Information Technology Officer (CIO) and will build and lead a team of direct reporting professionals. This is a full-time exempt position that will be paid for time worked on a salary basis.
Responsibilities:
- Drive the planning, overall assessment, implementation, and execution of a highly-complex value-capture portfolio of ERP projects.
- Recruit, onboard, and provide direction, guidance, and strong leadership to the ERP portfolio management team to ensure robust learning and career development consistent with the CPS values and mission; foster collaboration and effective integration of efforts with division-wide initiatives.
- Deliver excellent reporting and clear/concise communication to key stakeholders within and across the organization to ensure successful project completion.
- Ensure that project results contribute positive business value and meet agreed-on scope, cost, schedule, and quality objectives.
- Establish and maintain a standard project management approach to drive project initiation, planning, and execution.
- Collaborate with the ITS department and functional leaders to ensure appropriate leveling and allocation of resources to projects.
- Partner and collaborate with business stakeholders to define success metrics and criteria, project size and complexity, cost, urgency, risk, and stakeholder value.
- Ensure that investments and initiatives in project management services are aligned with business strategy and priorities.
- Incorporate industry best practices, define metrics and key performance indicators, and clarify ownership for delivery at all levels of the organization.
- Monitor value metrics to make informed decisions that maximize returns across enterprise projects and programs.
- Develop an overall communication strategy and a reporting process for updating the organization and relevant business stakeholders on project and pipeline progress, decisions, and impacts.
- Monitor the delivery of business objectives and client experience for ERP portfolio management services.
- Conduct regular program and project reviews, proactive risk management, and think critically to ensure predictability, quality, and communication.
- Create and implement a systematic approach to improving project planning accuracy and project cycle time.
- Drive the implementation of a resource management and reporting process to facilitate prioritization and efficient project intake.
- Identify critical skills and competencies necessary for success in ERP roles and related positions.
- Effectively motivate team members and colleagues while pursuing opportunities for continuous improvement in department processes.
- Other duties as assigned.
Qualifications:
Education Required:
- Bachelor’s degree in a relevant field from an accredited college or university.
Experience Required:
- Minimum of eight (8) years of relevant professional project and program management experience.
- Minimum of five (5) years of experience working with ERP technical applications and/or information systems.
- Minimum of three (3) years of experience in a supervisory/management position.
- Experience managing enterprise-wide projects in Education industries.
- Experience leading projects and programs that involved external providers.
- Experience working on project and portfolio management resource planning and using related tools.
- Experience leading multi-functional activities with accountability for portfolio, budgetary and resource allocation.
- Experience in ERP Implementation Methodology is preferred.
- Minimum of ten (10) years of the above experience, including five (5) years in a supervisory/management position, strongly preferred.
Knowledge, Skills, and Abilities:
- Extensive knowledge and expertise in all areas of project management.
- Effective strategic planning capabilities.
- Ability to articulate a vision and effectively guide teams and stakeholders.
- Excellent interpersonal, verbal and written communication skills.
- Demonstrated business acumen.
- Strong leadership and team building skills.
- Ability to build effective, collaborative relationships.
- Ability to define problems, analyze data, and outline valid conclusions.
- Capable of following Company policies and practices.
Conditions of Employment:
As a condition of employment with the Chicago Public Schools (CPS), employees are required to:
- Establish/Maintain Chicago Residency: Employees are required to live within the geographic boundaries of the City of Chicago within six months of their CPS hire date and maintain residency throughout their employment with the district.
Keep in touch to hear about our organization.
#J-18808-LjbffrDirector of Portfolio Management Blog Post
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Our history traces back to the challenging markets of the 1970s, when John P. Calamos, Sr. began his investment career using convertible securities to help clients build wealth and manage risk. The hallmarks of those early days—innovation, risk management and client focus—continue to define our organization today. Our investment solutions include alternative, equity, sustainable, multi-asset, fixed income and convertible strategies. We view our success and longevity as a reflection of our ability to meet the demands of investors through long-term performance, organic growth and strategic acquisition. Through that lens, we are honored that our assets under management have nearly doubled under the leadership of our President and Chief Executive Officer John Koudounis. Under his leadership, we have also expanded our presence in New York and Chicago, grown our wealth management capabilities, and established ourselves as a leading liquid alternatives provider, the third largest in the United States. Details below.
Summary:The Director of Portfolio Management is responsible for developing investment policy recommendations using quantitative and qualitative research and analysis to develop asset allocation strategies for Calamos Wealth Management (CWM) clients. The Director of Portfolio Management is responsible for leading manager due diligence with respect to both public and private investments.
Primary Responsibilities:- Works with the CWM Chief Investment Officer (CIO) and the Investment Committee to develop and manage asset allocation models and themes including capital market assumptions and issues of overall portfolio construction.
- Creates a framework and process for developing and recommending investment portfolios using efficient frontier tools and methodology (i.e., analyzing overall investment return of various scenarios, interplay of various asset classes or securities, and comparative return of different markets).
- Contributes to policy recommendations for expression and implementation in client portfolios; prepares white papers and other commentary to explain these recommendations.
- Represents investment team views and speaks to investment platform in client meetings.
- Leads and refines the due diligence process for investment managers and investment vehicles, covering both new opportunities and ongoing monitoring of existing capabilities.
- Conducts thorough quantitative and qualitative analyses of investment managers, including performance attribution, risk assessment, and operational due diligence.
- Leads operational projects related to the investment practice including account structure and trading/implementation considerations.
- Forms a partnership and strong working relationship with the broader firm’s investment team as well as the advisors within CWM.
- Strong academic credentials at the undergraduate and graduate levels. M.B.A. or master’s degree in a relevant field (e.g., finance, economics). CFA preferred.
- At least 10 years of relevant investment experience in the wealth management and asset management space, with some experience in leadership.
- Strong analytical skills with proficiency in quantitative analysis and financial modeling.
- Excellent communication skills, both verbal and written, with the ability to clearly articulate complex investment concepts.
- Proven track record in evaluating both traditional and alternative investment strategies.
- Deep understanding of various investment vehicles, including mutual funds, ETFs, separately managed accounts, and private investments.
- Experience with due diligence software and databases (e.g., Morningstar, eVestment, PitchBook) is highly desirable.
For Illinois Applicants only: The expected annual base salary range for this position is $150,000 – $175,000. The selected candidate salary is based on numerous factors such as, but not limited to work experience, relevant education, qualifications, certifications, skill level, and geographic location. This is the current estimate of the base salary range intended for this role at the time of this posting. The base salary range may be modified in the future. This position is also eligible for an annual discretionary bonus.
#J-18808-LjbffrReal Estate Portfolio Management Associate
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Join to apply for the Real Estate Portfolio Management Associate role at Stockbridge
Join to apply for the Real Estate Portfolio Management Associate role at Stockbridge
This range is provided by Stockbridge. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$125,000.00/yr - $45,000.00/yr
Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors. Stockbridge has approximately 35 billion of assets under management spanning all major real estate property types, and certain specialty property types, with an emphasis on residential and industrial space throughout the United States. The firm has offices in San Francisco, Atlanta, Chicago, Denver, Dallas, and Phoenix.
Opportunity and Position Overview:
Stockbridge is seeking an Associate to join the Portfolio Management team within the Core and Value-Add (“CVA”) platform, which includes funds and separate accounts with strategies ranging from core to value-add and ground-up development. This role will specifically focus on Stockbridge’s Value Fund series, comprising three active vehicles, with one currently being deployed across all product types. The Associate will gain direct exposure to fund- and asset-level financial analysis, investor reporting, and valuation processes. They will work closely with senior leadership and receive day-to-day direction from an experienced Associate, offering strong mentorship and growth opportunities.
Primary Duties and Key Responsibilities:
- Build and maintain detailed financial models in Excel at the property and fund levels, including commercial and multifamily property underwriting, debt modeling, and joint-venture waterfalls.
- Support quarterly valuations, collaborating with asset management teams to review cash flow projections and market assumptions using Argus and Excel.
- Prepare quarterly and annual client reports, investor correspondence, and data requests, including realized returns, projected cash flows, and historical performance metrics.
- Evaluate existing investments to inform portfolio strategies, including disposition and refinancing opportunities.
Skills and Competencies:
- BA/BS degree from an accredited institution, preferably in real estate, finance, business, accounting, or economics, with strong academic credentials.
- 3-5 years of relevant experience in real estate finance, including investment sales, debt placement, acquisitions, dispositions, development, asset management, and/or commercial real estate valuation.
- Advanced proficiency in Excel with strong modeling capabilities. Experience with Argus and discounted cash flow analysis.
- Strong analytical, organizational, and communication skills.
- Ability to manage multiple workstreams and meet deadlines in a fast-paced environment.
- Detail-oriented with the ability to synthesize and present complex financial information clearly.
- Collaborative team player with a proactive, resourceful approach.
Compensation:
Competitive. The base pay scale for this position is $125,0 0 to 145,000 annually. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. A discretionary annual bonus is also included in addition to base pay. Benefits include medical, dental, vision, life and STD & LTD insurance. Stockbridge provides a 401K plan with a match as well as generous vacation, sick time and holiday time off. Additionally, Stockbridge provides opportunities for professional development and career advancement. The base pay scale and benefits are accurate as of the date of this posting. Stockbridge reserves the right to modify this information at any time, subject to applicable law.
Seniority level- Seniority level Associate
- Employment type Full-time
- Job function Analyst and Finance
- Industries Investment Management, Real Estate, and Financial Services
Referrals increase your chances of interviewing at Stockbridge by 2x
Inferred from the description for this jobMedical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance
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#J-18808-LjbffrDirector, ERP Portfolio Management
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CPS Careers | Search | Apply | Get Hired
Posting DateFeb 3, 2025, 3:53:58 PM
Primary LocationCPS Non-Union Job Grade: S11
Estimated Annual Salary Range115,000.00 - 153,000.00
Position Type: Non-Union Position
Overtime StatusExempt
Final salary offers are dependent upon candidate qualifications.
JOB DESCRIPTION
Chicago Public Schools (CPS) is a district on the rise, serving over 320,000 students in 500+ schools and employing over 44,000 people, most of them teachers. CPS has set ambitious goals to ensure that every student, in every school and every neighborhood, has access to a world-class learning experience that prepares each for success in college, career, and civic life. In order to fulfill this mission, we make three commitments to our students, their families, and all Chicagoans: academic progress, financial stability, and integrity. Six core values are embedded within these commitments – student-centered, whole child, equity, academic excellence, community partnership, and continuous learning.
The Office of Information and Technology Services (ITS) works to build the capacity of schools to use information and technology, maintain network infrastructure, security standards, and support other departments to meet district goals. ITS provides innovative technology solutions that improve the quality of education for students, reduce the administrative burden on educators, facilitate parent interaction, increase community engagement, and support CPS’ mission of transparency by focusing on the ease and equity of access to information.
Job Summary:
The Director of ERP Portfolio Management will lead the CPS Enterprise Resource Planning (ERP) Modernization Program and processes, partnering closely with IT and business leadership from departments including Finance, Budget, Procurement, and Human Resources/Talent to ensure the successful delivery of our 4-Year ERP Modernization Program in alignment with CPS business initiatives and priorities. This position will oversee all project management and processes of the Program rollout while delivering a greenfield ERP implementation on budget, on schedule, on quality, and within scope. The Director of ERP Portfolio Management will report to the Chief Information Technology Officer (CIO) and will build and lead a team of direct reporting professionals. This is a full-time exempt position that will be paid for time worked on a salary basis.
Responsibilities:
- Drive the planning, overall assessment, implementation, and execution of a highly-complex value-capture portfolio of ERP projects.
- Recruit, onboard, and provide direction, guidance, and strong leadership to the ERP portfolio management team to ensure robust learning and career development consistent with the CPS values and mission; foster collaboration and effective integration of efforts with division-wide initiatives.
- Deliver excellent reporting and clear/concise communication to key stakeholders within and across the organization to ensure successful project completion.
- Ensure that project results contribute positive business value and meet agreed-on scope, cost, schedule, and quality objectives.
- Establish and maintain a standard project management approach to drive project initiation, planning, and execution.
- Collaborate with the ITS department and functional leaders to ensure appropriate leveling and allocation of resources to projects.
- Partner and collaborate with business stakeholders to define success metrics and criteria, project size and complexity, cost, urgency, risk, and stakeholder value.
- Ensure that investments and initiatives in project management services are aligned with business strategy and priorities.
- Incorporate industry best practices, define metrics and key performance indicators, and clarify ownership for delivery at all levels of the organization.
- Monitor value metrics to make informed decisions that maximize returns across enterprise projects and programs.
- Develop an overall communication strategy and a reporting process for updating the organization and relevant business stakeholders on project and pipeline progress, decisions, and impacts.
- Monitor the delivery of business objectives and client experience for ERP portfolio management services.
- Conduct regular program and project reviews, proactive risk management, and think critically to ensure predictability, quality, and communication.
- Create and implement a systematic approach to improving project planning accuracy and project cycle time.
- Drive the implementation of a resource management and reporting process to facilitate prioritization and efficient project intake.
- Identify critical skills and competencies necessary for success in ERP roles and related positions.
- Effectively motivate team members and colleagues while pursuing opportunities for continuous improvement in department processes.
- Other duties as assigned.
Qualifications:
Education Required:
- Bachelor’s degree in a relevant field from an accredited college or university.
Experience Required:
- Minimum of eight (8) years of relevant professional project and program management experience.
- Minimum of five (5) years of experience working with ERP technical applications and/or information systems.
- Minimum of three (3) years of experience in a supervisory/management position.
- Experience managing enterprise-wide projects in Education industries.
- Experience leading projects and programs that involved external providers.
- Experience working on project and portfolio management resource planning and using related tools.
- Experience leading multi-functional activities with accountability for portfolio, budgetary and resource allocation.
- Experience in ERP Implementation Methodology is preferred.
- Minimum of ten (10) years of the above experience, including five (5) years in a supervisory/management position, strongly preferred.
Knowledge, Skills, and Abilities:
- Extensive knowledge and expertise in all areas of project management.
- Effective strategic planning capabilities.
- Ability to articulate a vision and effectively guide teams and stakeholders.
- Excellent interpersonal, verbal and written communication skills.
- Demonstrated business acumen.
- Strong leadership and team building skills.
- Ability to build effective, collaborative relationships.
- Ability to define problems, analyze data, and outline valid conclusions.
- Capable of following Company policies and practices.
Conditions of Employment:
As a condition of employment with the Chicago Public Schools (CPS), employees are required to:
- Establish/Maintain Chicago Residency: Employees are required to live within the geographic boundaries of the City of Chicago within six months of their CPS hire date and maintain residency throughout their employment with the district.
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PORTFOLIO MANAGEMENT ANALYST
Posted today
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Job Description
With more than 45 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 3.4 billion of real estate assets in the United States and Canada, with more than 90,000 acres under management
Walton is currently looking for a full-time Portfolio Management Analyst that will work out of our global headquarters in Scottsdale, AZ. The Portfolio Management Analyst will be an integral part of the Portfolio Management and Real Estate team at Walton, helping to perform the analysis of present and future projects to help inform executive decision making. This role will have companywide portfolio management responsibilities while working alongside the land asset management, capital markets, operations, and corporate finance teams.
We are searching for a professional with strong analytical skills and a high attention to detail, along with developed communications and interpersonal skills.
This position will report directly to the Vice President, Finance and Portfolio Management.
Responsibilities
- Create and maintain complex real estate acquisition, development, fund and investor distribution models
- Research and underwrite opportunities in a number of different markets across the United States
- Assist with the creation of investment committee materials for the weekly acquisition and disposition approval meeting.
- Communicate project updates and facilitate financial distributions to our investors
- Conduct detailed analyses of company investments in order to develop portfolio optimization strategies
- Play a key role in new business development to strengthen Walton’s strategic partnerships
- Interact with internal and external stakeholders on a day-to-day basis
- Support fundraising efforts globally
- Perform other duties as assigned
Qualifications
- Bachelor’s Degree required in finance, business, accounting, or related field
- Advanced understanding of Excel modeling and other MS Office Suite applications
- Prior Financial modeling experience preferred
- Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting
- Exceptional written and oral communication skills
- Highly motivated with demonstrated ability to manage conflicting priorities and requests
- Excellent interpersonal skills with the ability to maintain relationships at all levels of the organization
- Ability to take initiative and function independently, balanced with strong teamwork skills
- Maintain high standards of professional and ethical conduct
At Walton Global, we’re committed to supporting our employees both in and out of the workplace. Our comprehensive benefits package and employee perks are designed to promote well-being, growth, and a healthy work-life balance.
Here’s what we offer:
Health & Wellness- Employer Paid: Medical
- Dental, and Vision insurance
- HSA and FSA options
- Employer-paid life insurance
- Short-term and long-term disability coverage
- Mental health support and Employee Assistance Program (EAP)
- Competitive compensation packages
- 401(k) retirement plan
- Bonus incentives (based on role and eligibility)
- Paid parental leave
- Generous PTO policy and paid company holidays
- Flexible work schedules and hybrid/remote opportunities (depending on role)
- Training and development opportunities
- Cross-functional collaboration and global exposure
- Company-sponsored events and team-building activities
- Casual dress code (where applicable)
Interested candidates are invited to forward a resume, in confidence, to:
We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.
Portfolio Management Lead
Posted today
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Job Description
Salary: TBD
The Portfolio Management Lead will be responsible for management and performance of all work under this Task Order. The Portfolio Management Lead shall be the primary point of contact for the ICE/OAFM/FMD Program and Program mission support. The Portfolio Management Lead should be aware of, understand, and abide by DHS (Headquarters) and ICE established rules, regulations, and safety practices as well as have an in-depth understanding of ICE Program mission requirements and priorities.
The Portfolio Management Lead will have at minimum:
- Seven (7) years of experience managing programs/projects similar to the areas identified for this role.
- Ten (l0) years of supervisory experience.
- Seven (7) years of federal asset and facilities management experience.
- Five (5) years of experience in managing programs with complex facility projects, budgets, and processes.
- Three (3) years of experience with advanced data analytics tools.
- Possess a bachelors degree from an accredited university in the field of either engineering, architecture, business, or
- Possess a current Project Management Professional (PMP) certification, certified by the Project Management Institute (PMI) or equivalent institution, or Professional Engineer (PE) license or Architectural Registration (license).
- The Portfolio Management Lead shall be available between the hours of 0800 and 1700 Eastern Time, Monday through Friday with the exception of designated federal holidays and shall respond within I hour notification for discussions and resolutions of problems. Contractor employees may be required to be on site during weekends or after hours in the case of a project related emergency. The Portfolio Management Lead shall act for ICE in the daily operation, to further and achieve ICE goals, except where there are signatures and approvals needed.
The Portfolio Management Lead shall be versed in computer programs such as RPMS, which are used to track real property.
The Portfolio Management Lead is designated as "key" personnel.
The Portfolio Management Lead shall be able to read, write, speak, and understand English fluently, and shall be a citizen or legal resident of the United States.
Tribal Relationships:
The employee will be exposed to activity involving tribal communities. Responsible for adopting a culture of advocacy while protecting tribal interests. Must be respectful and sensitive to the unique sovereignty and tribal governance issues.
Supervisory Controls:
This position reports directly to the VP Client Services, who provides administrative direction.
Physical Demands:
Work is primarily indoors in an office setting. No unusual physical activity is required. You may travel to Alaska, and in doing so will expose the employee to extreme cold: temperatures typically -10 up to -50 degrees below freezing wind chill for periods of up to 5 hours outside, with frequent breaks in warm dry areas. Employee must be able to lift their personal luggage and any personal equipment/supplies and climb into and out of small planes with confined spaces.
Writing/Communication:
The employee may support federal programs under contract. Contract compliance activities, including scope of work, deliverables, and reporting on contract management activities to Company leadership is required. Ability to clearly articulate and provide technical guidance and assistance to senior agency program managers in the application of the advanced principles, practices and techniques of a specialized field of engineering/science.
Teleworking: The company has a hybrid remote policy for all employees and is dependent upon the type of position. This position may be assigned to support a federal contract, or to work in office. The Companys teleworking eligibility may not apply if the employee is supporting a federal services contract. In this instance, the employee may be subject to federal telework policies and may be required to work onsite in the federal facility when requested.
Position Sensitivity and Risk Designation: High Risk
The position may support federal or state contracts. When required, the employee must at least go through a basic background check that can yield a public trust designation to make sure you are reliable, trustworthy, and suitable for the job. A moderate risk position is likely to produce a fair amount of harm or serious damage to the publics trust. The agency with whom the contract is with, will ask you for the necessary personal information to start the background investigation process. The amount of information youll need to give depends on the contract award. Following the investigation, the agency will make their trustworthiness determination.
Employee Non-Disclosure:
The employee must sign and attest to the Companys non-disclosure statement. The employee is responsible for reporting to the Companys Compliance, Risk and Ethics Officer any conflicts of interest, and/or provide notification of outside employment, or when release of confidential business is shared with external parties.
COVID-19: All Company Employees are encouraged to be fully vaccinated upon hiring and maintain annually thereafter. The Company follows all federal and state protocols and regulations to mitigate the spread of COVID-19 in the workplace to protect ourselves, peers and our communities from the severe illness from COVID-19. The employee may be subject to federal statues for mandatory COVID-19 vaccinations and may be required to show proof of vaccination. Reasonable accommodation from COVID-19 vaccinations will be reviewed on a case-by-case basis.
Principal Consultant- Project & Portfolio Management Consulting
Posted 4 days ago
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This position is for a Principal Consultant within our Project and Portfolio Management Consulting practice. You will be primarily responsible for project delivery along with client relationship management. You will manage project teams and advise clients at the highest strategic level on both big-picture and tactical matters.
Location - Remote-US/ Houston, TX
Role and Responsibilities:
• Serving as a key delivery consultant on project teams.
• Managing project teams by developing work plans and managing project execution timelines and budgets
• Developing verbal and written project communications to client project teams and to senior audiences
• Monitoring and addressing project risk mitigation activities to ensure risks are satisfactorily addressed
• Planning and facilitating critical meetings with the client’s project team(s)
• Ensuring client receives status updates and that identified problems are solved
• Monitoring clients’ expectations and partnering with senior team members to revise project scope when appropriate
• Serving as a mentor to more junior team members and providing upward feedback to more senior team members, when relevant
• Providing thought leadership and delivery excellence by performing the following activities:
• Contributing expertise/insight to the delivery of solutions
• Keeping current on technologies/trends in one’s area of expertise domain
• Contributing to business building activities, including:
• Partnering with subject matter experts and managing partners to develop long-term client relationships during and outside of an engagement leading to repeat/new business opportunities
• Contributing to the (1) development of proposals; (2) scoping and qualifying opportunities and (3) assisting with identifying optimal client solutions
• Participating and actively supporting recruiting efforts to help the business grow
Qualifications:
General Consulting Experience:
- A minimum of 5 years’ experience at a well-regarded management consulting firm in a project delivery capacity.
- A minimum of 5 years of related experience working at an EPC firm, or comparable experience as an advisor to an engineering and construction services company
- EPC experience in the chemical industry is preferred”
- Proven experience and participation in business development and Sales
- Prior experience in a problem-solving or analysis capacity
- A consistent track record of working with various leaders across a client’s organization
- An ability to inspire and motivate professionals from both technical and non-technical backgrounds towards a common goal
- Demonstrated intellectual curiosity and the creative development of solutions and strategies to solve client problems
- An ability to be hands-on and to manage multiple client priorities simultaneously
Excellence in written and verbal communications
Specific Technical Experience:
• Prior experience leading client engagements focused on:
• Performance Improvement – Help our clients with improving the effectiveness and design of their operations and project delivery. Areas of focus include portfolio transformation, process re-engineering, change implementation, enterprise cost reduction, operational improvement, and project delivery advisory
• Process & Project Controls – Help our clients evaluate and enhance their internal processes and establish improved project controls
• Technology Risk Assurance - Assist our clients with establishing an effective governance, risk, and control environment by evaluating controls, business and technology alignment, regulatory requirements, risk processes, metrics and reporting, and risk frameworks
• Enterprise Intelligence – Help our clients manage the collection, storage, use and quality of data and enable information intelligence to meet business needs. Areas of focus include Business Intelligence, Data Analytics, Data Quality and Governance, and Data Management
• Portfolio Management Consulting - Work with clients to deliver PPM consultancy services, including aligning project, product and service investments to the business strategy and reduce costs.
• Strong analytical and problem-solving skills
• Must be comfortable with analyzing client data and running planning sessions
• Bachelor's Degree in Computer Science, Engineering, Economics, Mathematics or another quantitative discipline. MBA or another advanced degree is a plus
• Proven background in MS Office Suite products (specifically and importantly expert knowledge of Excel and PowerPoint)
• Excellent oral and written communication skills with proven ability to handle multiple tasks simultaneously
• Ability to work independently and in teams
• Ability to reuse institutional intellectual property and research and adapt to client specific circumstances
Soft Skills Required :
• Comfortable influencing and building trust-based, value-added relationships with senior executives, both internally and externally
• Coachable and embracing of best practices and feedback as a means of continuous improvement
• A consistently high achiever marked by perseverance, humility and a positive outlook in the face of challenges
• Track record in achieving/exceeding personal targets preferred (such as sales, managed revenue and utilization)