Investment Portfolio Manager, Sr. jobs in Vermont

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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Manager, Program Portfolio (Efficiency Vermont)
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview

    The Manager, Program Portfolio provides strategic leadership and active management of a diverse portfolio of clean energy programs that center equity and accessibility, advance market transformation, and provide systemic benefits in the energy landscape. This role requires a broad skillset, blending systems thinking and strategic agility, business acumen and drive for results, and a human-centered approach to achieving organizational goals. The Manager, Program Portfolio guides program staff and cross-functional collaborators in the development and implementation of customer-centric market-informed clean energy programs, ensuring data-driven decision-making, regulatory compliance, and responsive budget and performance management through the entire program lifecycle. The Manager, Program Portfolio communicates effectively with organizational leaders, cross-organizational collaborators, and a wide variety of customers and external stakeholders.

     

    We are committed to building an inclusive work community that represents a vibrant diversity of background, experience, perspective, and thought. Climate change impacts all of us; however, we are impacted differently based on our identities and experiences. We all deserve a place at the table to make decisions about our collective future – we hope you’ll consider joining us as we work towards our vision for a healthy planet, thriving people, and energy justice.

     

    Qualified candidates located in the states where VEIC conducts business will also be considered: CA, CT, DC, DE, HI, MA, MD, ME, MI, MT, NJ, NY, PA, OH, RI, VA, VT, and WI.  Candidates across all markers of identity (age, race, gender, ability, veteran status, communication style, etc.) are highly encouraged to apply. #LI-Hybrid

    Responsibilities

    • Portfolio Budget and Performance Management:
      • Directs program lifecycle management, including planning, development, implementation, evaluation, and continuous improvement of programs, processes, procedures, systems, and tools.
      • Establishes and utilizes consistent mechanisms to monitor and manage budget and performance toward business objectives.
      • Monitors and maintains appropriate resources, including necessary systems, tools, and personnel, to support portfolio and program objectives.

     

    • Staff Engagement and Management:
      • In partnership with the People & Culture team, oversees
      • Creates and maintains an inclusive work environment where staff feel valued, motivated, and empowered to contribute their best.
      • Implements change management strategies with empathy to support staff through transitions and promote buy-in for new approaches.
      • Fosters open communication channels to solicit feedback from staff, promoting a culture of continuous improvement and shared ownership.

     

    • Leadership and Communication:
      • Leads direct reports and cross-functional collaborators in developing short-, mid-, and long-term strategies and tactics to achieve organizational goals and strategic objectives.
      • Effectively communicates portfolio and program goals, strategies, and insights to inspire broad engagement and alignment with organizational objectives.
      • Champions interdepartmental collaboration, fostering a culture of trust, accountability, and excellence.
      • Produces accurate and timely quantitative and qualitative reports as required.

     

    • Technical Knowledge and Regulatory Compliance:
      • Establishes and maintains expertise in operations management, staff management, energy efficiency principles and the energy landscape, efficient technologies, customer markets and market transformation principles, supply chain development and trade ally engagement, stakeholder mapping and engagement, risk management, vendor/contractor procurement and management, and all software and tools necessary to perform assigned work.
      • Informs development of regulatory models, communications, and plans and ensures programs comply with contractual and regulatory requirements.
      • Maintains program and portfolio documentation as required.

     

    • Other duties as assigned.

     

    Qualifications

    • Strong personal commitment to the mission, vision, goals and values of VEIC.
    • Bachelor’s degree and five years of experience in energy efficiency implementation planning or management or a similar combination of education and experience from which comparable knowledge and skills have been acquired.
    • Ten years of experience in operations or program management including tactical decision-making, influential leadership, facilitation, resource management, budget management, communications, and the ability to develop and attain goals.  A Program Management Professional (PgMP) or Project Management (PMP) certification is highly desired.
    • Management experience, including leadership, facilitation, staff supervision, contracts, budget management, communications and ability to develop and attain goals.
    • A valid driver’s license and compliance with the Motor Vehicle Safety guidelines outlined in VEIC’s personnel policies.
    • Proven track record of strategic leadership, critical thinking, and data-driven decision-making in program or portfolio budget and performance management.
    • Strong leadership and staff management skills, with a demonstrated ability to build and motivate high-performing teams.
    • Proficiency in systems thinking and stakeholder management in complex environments.
    • Exceptional communication and interpersonal skills, with the ability to convey complex concepts and foster collaboration among diverse stakeholders.
    • Experience utilizing data analytics and visualization for strategic alignment and to drive results.
    • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • 1 Day Ago

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Operations Manager
  • Empire Portfolio Group
  • Burlington, VT FULL_TIME
  • Live your passion and change lives by joining the most successful fitness brand, Orangetheory Fitness! We are seeking fitness and wellness fanatics who are ready to soar to new heights – both professi...
  • 1 Day Ago

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Portfolio Manager
  • National Life Group
  • Montpelier, VT FULL_TIME
  • Reporting to the PMO Vice President, the Portfolio Manager will play a key role as an advocate and partner with the business and technology teams to develop an integrated view of the enterprise portfo...
  • Just Posted

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Manager, Creative
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview The Manager, Creative is responsible for leading an internal team of designers and copywriters and overseeing third-party creative services to develop engaging and innovative creative experie...
  • 1 Day Ago

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Efficiency Vermont - Program Manager
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview VEIC is a sustainable energy company on a mission to generate the energy solutions the world needs. For over 30 years VEIC has been working with governments, utilities, foundations, and busin...
  • 11 Days Ago

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Program Design Manager
  • Vermont Energy Investment Corporation
  • Winooski, VT OTHER
  • Overview The Program Design Manager will be responsible for supporting and sometimes leading the design and development of energy efficiency and emerging energy opportunity programs and initiatives. T...
  • 21 Days Ago

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 6/2/2024 12:00:00 AM

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 6/1/2024 12:00:00 AM

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Treasurer
  • Noble Credit Union
  • Fresno, CA
  • Noble Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in Cali...
  • 6/1/2024 12:00:00 AM

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Finance & Administration Senior Director (on-site)
  • LTD GLOBAL, LLC
  • Burlingame, CA
  • Job Description Job Description About the organization A nonprofit organization dedicated to animal welfare and the prot...
  • 6/1/2024 12:00:00 AM

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Family Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Family Office Manager to join our small, focused investor/phila...
  • 5/30/2024 12:00:00 AM

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Senior Investment Analyst
  • W.R. Berkley Corporation
  • Bridgeport, CT
  • Finance: W.R. Berkley Corporation (Greenwich, CT) seeks Senior Investment Analyst with BS in finance, business administr...
  • 5/30/2024 12:00:00 AM

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Cash Investment Portfolio Manager - Trader - Executive Director
  • JPMorgan Chase
  • New York, NY
  • The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
  • 5/29/2024 12:00:00 AM

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Financial Advisor
  • Catalyst Corporate Federal Credit Union
  • Plano, TX
  • Full Time, Permanent Opportunity for Advisor (Must be local to PLANO, TX) Catalyst and Your Career At Catalyst Corporate...
  • 5/29/2024 12:00:00 AM

Vermont is located in the New England region of the Northeastern United States and comprises 9,614 square miles (24,900 km2), making it the 45th-largest state. It is the only state that does not have any buildings taller than 124 feet (38 m). Land comprises 9,250 square miles (24,000 km2) and water comprises 365 square miles (950 km2), making it the 43rd-largest in land area and the 47th in water area. In total area, it is larger than El Salvador and smaller than Haiti. It is the only landlocked state in New England, and it is also the easternmost and the smallest in area of all landlocked sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$179,404 to $286,630

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020