Published: Dec 02, 2024 - The Director of Portfolio Management actively engages in the investment decision-making process, providing insights on business opportunities where technology can enhance value. This role collaborates with key stakeholders to prioritize and communicate investment strategies while managing the investment portfolio and adjusting priorities based on resource availability and shifting demands. The position ensures alignment of product engineering efforts with business goals, monitors portfolio progress against key targets, and works with finance to reconcile and forecast costs, driving cost-saving opportunities and innovation.

Tips for Director of Portfolio Management Skills and Responsibilities on a Resume
1. Director of Portfolio Management, Guardian Management, Molalla, OR
Job Summary:
- Overseeing, in partnership with the Development Analytics team, the overall analysis and modeling of Regeneron’s development portfolio, including the creation, development and maintenance of the following deliverables such as portfolio composition over time, aggregated portfolio timelines and achievements, capacity planning and management, inclusive of portfolio resourcing projections and aggregate portfolio development budget forecasts
- Overseeing the creation of the vital processes and data flows to enable the creation of all required outputs and supports data standardization efforts
- Supporting the preparation of portfolio and TA review meetings and other leadership touchpoints
- Responding to ad-hoc portfolio information requests from senior leaders
- Understanding collaborator questions and designing appropriate reporting and analytical frameworks to develop a complete response
- Interprets and puts context on analytical findings for impacted business stakeholders
- Crafting framework and structure to track project milestones, resources, portfolio reporting, and analytics
- Establishing in partnership with the Development Analytics team, the metrics and reporting structure to provide insight for portfolio progression and continuous improvement
- Building and maintaining working partnerships across Regeneron to share optimal practices and, where appropriate, align approaches
- Develop in-depth market analyses in terms of financials and associated drivers
- Identify operational priorities for markets, monitor these priorities, and provide value-added support where needed
- Assist in developing OpCo CEO scorecards
Skills on Resume:
- Portfolio Management (Hard Skills)
- Data Analysis (Hard Skills)
- Financial Modeling (Hard Skills)
- Project Management (Hard Skills)
- Strategic Communication (Soft Skills)
- Collaboration (Soft Skills)
- Market Analysis (Hard Skills)
- Process Optimization (Hard Skills)
2. Director of Portfolio Management, McKesson, Minnesota, MN
Job Summary:
- Actively participates in the investment decisioning process by ensuring provision of information concerning specific business opportunities where technology can improve the value of the business.
- Actively partners with key stakeholders to identify and prioritize projects/capabilities
- Establishes and clearly communicates investment and transformational program strategies and progress to key partners
- Defines and plans the investment portfolio, re-prioritizing investments based on resource availability and/or changing priorities.
- Participates in the engagement of product engineering teams, negotiating where necessary to resolve any resourcing conflicts.
- Monitors the progress of the portfolio delivery and ensures timely and effective communication of the status and assessment of risks/issues.
- Drive innovative re-engineering and cost-saving opportunities.
- Works with the Finance organization to reconcile and forecast the cost of delivering the plan.
- Monitors and tracks multiple portfolios against delivery, cost, budget, forecast, schedule and quality targets
- Collaborates with senior-level architects to ensure that all delivery activity is in support of the Technology/business strategy and goals of the line of business while ensuring there is alignment of product engineering activity across the multiple product portfolios
Skills on Resume:
- Investment Decisioning (Hard Skills)
- Stakeholder Management (Soft Skills)
- Strategic Communication (Soft Skills)
- Portfolio Management (Hard Skills)
- Resource Negotiation (Soft Skills)
- Risk Management (Hard Skills)
- Cost Management (Hard Skills)
- Alignment with Business Strategy (Soft Skills)
3. Director of Portfolio Management, Sally Beauty Holdings, Denton, TX
Job Summary:
- Track and keep key stakeholders informed of key market developments in the country of operation, from a macroeconomic, competition, regulatory and any other element that could impact the value of Etisalat OpCos
- Monitor and evaluate OpCo performance on an ongoing basis.
- Support / facilitate the preparation for all OpCo pre-board sessions
- Keep track of decisions/ actions and monitor the ongoing implementation
- Provide holistic advice to Intl OpCo boards (and also to EI CEO) by reviewing, analyzing and collecting expert advice from other colleagues for all board documents
- Facilitate alignment & dissemination of information to key stakeholders to ensure internal coordination
- Ensure that EI provides adequate guidance, support and practices to ensure that every OpCo achieves its set planned strategy and set targets
- Lead and/or support the development of key strategic projects/ assessments for EG/EI Management and/or OpCo
- Act as the expert for specific markets in the EI portfolio, and as such
- Develop strong expertise in EI markets including history, investment and returns, and performance
- Assess OpCos standalone performance on a monthly basis based on a deep understanding of associated drivers, operational priorities, budget targets, and strategic long-term plans
Skills on Resume:
- Market Analysis (Hard Skills)
- Performance Monitoring (Hard Skills)
- Strategic Planning (Hard Skills)
- Stakeholder Communication (Soft Skills)
- Advisory Support (Soft Skills)
- Internal Coordination (Soft Skills)
- Project Leadership (Soft Skills)
- Market Expertise (Hard Skills)
4. Director of Portfolio Management, V Shred, Remote, NV
Job Summary:
- Analyze yearly budget submissions and provide a cross-functional view on the proposed targets
- Develop a holistic view of OpCo synergies
- Identify new synergy opportunities
- Set up monitoring and governance around synergies
- Assist in developing briefs to EI Management and OpCo Boards/ Board Committees on specific OpCos
- Structuring thoughts/ analyses and presenting in a document
- Consulting expertise with acute focus on telecoms industry
- Srive synergies such as Baseline, challenge and follow-up with EG and OpCos
- Understand and articulate OpCo value creation levers and CEO priorities
- Develop strong relationships with the OpCo senior management
- Offer value-added support to OpCos with the help of head of Portfolio Management head
- Scoping and overseeing work done by 3rd party advisors in portfolio companies within EMEA portfolio
- Assessing talent within EMEA portfolio companies and ensuring the right organizational structure and talent in key value-creating and value-enabling roles to execute VCPs
Skills on Resume:
- Budget Analysis (Hard Skills)
- Synergy Identification (Hard Skills)
- Governance and Monitoring (Hard Skills)
- Strategic Brief Development (Soft Skills)
- Telecoms Industry Expertise (Hard Skills)
- Stakeholder Management (Soft Skills)
- Talent Assessment (Soft Skills)
- Third-Party Oversight (Soft Skills)
5. Director of Portfolio Management, Walgreens, Deerfield, IL
Job Summary:
- Identifying issues and helping the business navigate the environment to minimize the risk of surprises.
- Take accountability for Analysis and proactive management of risk resources available to the business across Credit, Market and Enterprise risk as well as capital and liquidity.
- Undertake strategic and tactical macro hedging and risk mitigation activities, providing coverage for all of Asia Pacific Strategic Products business covering a portfolio of over CHF50bn.
- Drives the development and execution of strategic, integrated CMC development plans through effective leadership of CMC Program Teams
- Provides clear direction on CMC product development requirements to meet the expectations of external customers and business stakeholders
- Monitors CMC program progress and related KPIs, identifies gaps and risks and makes strategic recommendations
- Ensures clear and timely communication of CMC program strategy and progress to the Program Team and other relevant stakeholders
- Supports the execution and continuous re-assessment of the CMC development strategy in support of the overarching program and corporate strategy
- Ensures the effective and consistent operation of high-functioning teams
- Orchestrates the integration of sub-teams to support the effectors of CMC Program Teams
- Monitors program budgets and spending
- Developing detailed KPIs and mobilization plans to ensure successful execution
- Leading specific projects with portfolio company executives in EMEA to drive incremental value
Skills on Resume:
- Risk Management (Hard Skills)
- Strategic Hedging (Hard Skills)
- Program Leadership (Soft Skills)
- Stakeholder Communication (Soft Skills)
- KPI Development (Hard Skills)
- Team Management (Soft Skills)
- Budget Monitoring (Hard Skills)
- Project Execution (Soft Skills)
6. Director of Portfolio Management, BD, Franklin Lakes, NJ
Job Summary:
- Tracks a portfolio of 40-60 M&A integrations at a time, documenting all changes in scope and resourcing needs, and adapting team capacity to deliver quality outcomes
- Manages M&A integration project delivery teams via a shared service model (including project managers, engineering teams, vendors, and training teams)
- Owns the demand and resource capacity planning process and defines integration prioritization, timelines and forecast, ensuring the MAI pipeline dashboard is current and accurate
- Owns vendor relationship management and works with vendors on capacity planning to ensure projects have the necessary resources, and monitors service level agreements.
- Manage macro-level impacts from changes that will inevitably occur across a large M&A integration portfolio including changes across each individual project’s scope, schedule, and costs as well as mitigation plans for risk/issues
- Implement performance and quality metrics using appropriate tools and techniques to efficiently monitor resource productivity, team efficiency and quality of delivery across a portfolio of projects
- Create planning and scheduling governance, create and maintain comprehensive project documentation, and communicate timelines and technical resources needed to implement assigned projects efficiently
- Owns the financial forecast and planning function of the M&A integration team
- Identifies and manages quality improvement initiatives aimed at internal process improvements such as productivity, efficiency, quality, and compliance including system implementation as appropriate
- Play key risk management role, monitoring risk appetite e.g. country limit usage, product risk appetite, CARMC limits, valuations and scenarios-at-risk.
- Conduct ad-hoc risk deep dives and support analysis for Senior Management / Regulatory / Risk Committee BoD risk presentations by APAC RMC.
- Take responsibility for capital, balance sheet and liquidity, analysis and forecast of usage in support of continued optimization efforts.
Skills on Resume:
- Portfolio Management (Hard Skills)
- Resource Capacity Planning (Hard Skills)
- Vendor Relationship Management (Soft Skills)
- Risk Management (Hard Skills)
- Performance Monitoring (Hard Skills)
- Financial Forecasting (Hard Skills)
- Process Improvement (Soft Skills)
- Project Governance (Hard Skills)
7. Director of Portfolio Management, Regeneron Pharmaceuticals Inc., Cambridge, MA
Job Summary:
- Coordinate with the Head of Farmland Plus on annual goals/objectives of Farmland Plus, priorities and work allocations
- Develop, hire and lead the Portfolio Company Management team
- Provide guidance and oversight to Portfolio Company Leads for each portfolio company
- Oversee and support Portfolio Company Leads in maximizing value creation in portfolio companies by developing strategic plans designed to deliver revenue growth, operational efficiencies, and/or new capabilities
- Working with the Strategy and Transaction Leads of Farmland Plus, support the investment thesis development and origination plans in each identified vertical of interest
- Working with Transaction Leads, supporting the closing of transactions and participating in the integration process for newly owned portfolio companies
- Oversee and support the development of comprehensive board reporting and communication for each portfolio company
- Covering global market updates, operational health and safety, key strategic initiatives and progress, financial results and other matters to boards and shareholders
- Participate actively in key management committees.
- Working directly with trading and structuring desks and add real value to senior management decision-making.
- Partnering and building strong relationships with the EMEA direct investing teams
- Supporting the EMEA deal teams on due diligence for new potential investments
- Leading the onboarding and development of the Value Creation Plan (VCP) for new and existing investments. VCP development includes identifying the ~5 initiatives that will drive value during the investment horizon
Skills on Resume:
- Team Leadership (Soft Skills)
- Strategic Planning (Hard Skills)
- Portfolio Management (Hard Skills)
- Transaction Support (Hard Skills)
- Board Reporting (Hard Skills)
- Stakeholder Engagement (Soft Skills)
- Due Diligence (Hard Skills)
- Value Creation Planning (Hard Skills)
8. Director of Portfolio Management, Regeneron Pharmaceuticals Inc., Basking Ridge, NJ
Job Summary:
- Participating and supporting the VP, of Capital Markets and Portfolio Management in structuring, negotiating and executing all capital markets and financing activity for Cadillac Fairview, including debt capital market issuances, bank financing, credit facilities, notes, joint venture financings, construction/development financing, money market instruments, subscription lines and asset level borrowing in addition to any other strategic capital structure initiatives globally across the Cadillac Fairview platform
- Assist VP, Capital Markets and Portfolio Management with providing support for leading the development of materials and presentations that will help in maintaining and growing relationships across existing and prospective capital providers, investment banks, institutional investors, rating agencies and other key relationships and stakeholders as it relates to capital raising
- Represent Cadillac Fairview along with other key executives on deal and non-deal road shows and rating agency presentations
- support the VP in monitoring capital markets trends and provide and prepare supporting materials and analysis that will facilitate the group’s mandate of engaging in regular dialogue with debt capital markets groups and bond traders to advise on various innovative issuances/opportunities in the market (e.g. relevant debt refinancing, pricing trends, new bond structures, ESG and Green bond/loan issuances etc.)
- Collaborate and form a strong partnership with OTPP and develop ‘coming to market’ strategies in tandem with OTTP for new issuances
- Prepare memos and analyses for intercompany debt pricing and negotiations between Cadillac Fairview and related parties within the wider OTPP platform
- Partner closely with Investments, Development, Strategy and Risk to assess the impact an value-creation potential of various strategic initiatives across the portfolio for a consolidated view of value across the platform
- Take an active role in developing portfolio management tools and analysis/models to track returns and overall business performance across Investments and Development and help to develop the consolidated view of the business performance
- Train/mentor junior members of the Capital Markets and Portfolio Management Group by instructing, assigning and reviewing work to increase the level of expertise and develop bench strength within the group and overall CF
Skills on Resume:
- Capital Markets Expertise (Hard Skills)
- Negotiation Skills (Soft Skills)
- Financial Analysis (Hard Skills)
- Stakeholder Management (Soft Skills)
- Market Trend Analysis (Hard Skills)
- Strategic Collaboration (Soft Skills)
- Portfolio Management (Hard Skills)
- Mentorship (Soft Skills)
9. Director of Portfolio Management, Worker's Compensation Insurance Rating Bureau, Oakland, CA
Job Summary:
- Oversees portfolio(s) of work with a focus on Demand (Work Intake) Management, Portfolio Planning and Prioritization Program Management, and Results Management.
- Ensure that projects have clear goals, objectives, and timelines, with measurable milestones, while also balancing the agile nature of the work.
- Apply best practices in project and quality management across the division.
- Collaborate with team leaders to understand project management needs and assist in the development of sustainable solutions.
- Develop processes by which teams within LEvR increase ability to apply agile principles to work, and the work of the organization.
- Ensure routine and clear project communications and status updates.
- Perform overall project risk and issue management including risk mitigation.
- Support the management of LEvR vendors.
- Develop and manage systems for individual and department goal progress monitoring across the division.
- Support the Senior Director, Strategy and Analysis, with the management of the Strategy and Analysis Team’s work.
- Conduct regular Portfolio “Health Checks” and track, manage and report portfolio metrics, ensuring that corrective actions are identified and progressed.
- Ensure business processes optimize resource management and generate R&D portfolio resource demand/capacity analyses that support the resourcing plan for the portfolio.
Skills on Resume:
- Portfolio Management (Hard Skills)
- Agile Project Management (Hard Skills)
- Communication (Soft Skills)
- Risk Management (Hard Skills)
- Vendor Management (Soft Skills)
- Process Development (Hard Skills)
- Goal Monitoring (Hard Skills)
- Resource Planning (Hard Skills)
10. Director of Portfolio Management, Spartan Investment Group, Golden, CO
Job Summary:
- Drive portfolio governance management including goal setting, dashboard and KPI management, prioritization, decisions and budget.
- Lead generation of the integrated portfolio operating plan that aligns portfolio priorities and enables the achievement of strategic objectives.
- Ensure that portfolio plans and recommendations are aligned with strategic priorities and maximize value.
- Provide insights, options and recommendations based on an integrated view and assessments of the portfolio.
- Lead forward-looking portfolio scenario planning and risk assessment including implications and options.
- Provide guidance and recommendations for portfolio optimization and performance.
- Leverage integrated portfolio analytics to inform portfolio decision-making.
- Develop and manage standards for consistent evaluation and presentation of project business cases for investment decisions.
- Develop and manage processes, methods and tools to perform portfolio analytics that generate robust assessments and support fact-based decision making by Senior Management.
- Define and implement quality requirements and standards for portfolio and project information required to support robust portfolio analytics and reporting needs.
- Support achievement of portfolio performance targets (value, cost, speed, quality) through active alignment of resources and implementation of portfolio solutions.
- Assess performance against the portfolio operating plan and partner on solutions for improvement.
Skills on Resume:
- Portfolio Governance (Hard Skills)
- Strategic Planning (Hard Skills)
- Decision Making (Soft Skills)
- Risk Assessment (Hard Skills)
- Portfolio Optimization (Hard Skills)
- Data Analytics (Hard Skills)
- Business Case Development (Hard Skills)
- Performance Monitoring (Hard Skills)
11. Director of Portfolio Management, Rockbridge, Columbus, OH
Job Summary:
- Monitor and communicate internal and external developments that may impact risk (e.g. regulatory changes, macro-economic factors, changes in the accumulation, usage and composition of consumer debt, issues arising from client or employee feedback, organizational restructure)
- Leverage understanding of RBC's risk appetite and overall risk management position to ensure PCL level and product-client risk profiles optimize portfolio profitability through the economic cycle
- Spot changing risk patterns and identify portfolio vulnerabilities and opportunities, quantify them and present recommendations for optimization
- Led the fulsome quarterly IFRS 9 PCL results analysis, working closely with GRM and Enterprise Risk, and managed to approve targets for Home Equity and Personal Lending (Direct and Indirect), and Cards.
- Lead the quarterly forecasting and annual planning process including the coverage ratio and time value of money analysis and recommendations, and 5 Year Outlook projections.
- Identify key trends and emerging risks/opportunities, review forward-looking economic indicators and potential stress events
- Establish and implement a reporting process that will enable effective credit risk management oversight of the portfolio segments
- Represent PM&CS at strategic initiatives that impact retail credit as a whole and participate in cross-functional projects as a subject matter expert in consumer credit risk
- Implement training and roll-out of supporting processes and tools to ensure consistent planning, monitoring and reporting of projects and portfolios with Project Managers and functional managers.
- Provide clear and transparent communication of portfolio information to stakeholders at all levels of management.
- Foster effective collaboration, portfolio planning and decision-making across governance forums.
- Play a leadership role in continuous process improvements and implementation.
Skills on Resume:
- Risk Management (Hard Skills)
- Portfolio Optimization (Hard Skills)
- Financial Analysis (Hard Skills)
- Trend Analysis (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Communication (Soft Skills)
- Training and Development (Soft Skills)
- Process Improvement (Soft Skills)