Webster Bank · 5 months ago
Managing Director - Portfolio Strategy and Business Operations
MA Boston
Full-time
Hybrid
Director/Executive
$150K/yr - $175K/yr
10+ years expWebster Bank is a leading commercial bank that has been dedicated to putting people first since 1935. The Managing Director - Portfolio Strategy and Business Operations role focuses on enhancing reporting frameworks and data-driven insights to support portfolio oversight and strategic decision-making within the Middle Market division. This position involves collaboration with various stakeholders and leading key initiatives to help achieve strategic objectives.
Banking
Responsibilities
Lead the development and enhancement of recurring and ad hoc portfolio reports, dashboards, and analytics in support of performance, risk, and operational metrics
Partner with portfolio managers and senior leadership to understand reporting needs and translate business requirements into actionable insights
Drive automation and process improvement initiatives to streamline data collection, validation, and report generation
Maintain and enhance data integrity across reporting tools, working closely with commercial administration and technology teams
Provide insights and recommendations through deep data analysis, supporting strategic portfolio decisions and risk mitigation efforts
Oversee the production of monthly, quarterly and annual reporting packages for internal and external stakeholders, including senior management, regulators, and auditors
Ensure compliance with regulatory and internal reporting standards and contribute to audit readiness
Support senior leadership on high-priority projects and cross-functional initiatives, from problem definition through execution
Develop business cases and presentation materials for strategic decision-making
Coordinate with stakeholders across commercial, credit, and technology to advance project goals
Qualification
Required
Bachelor's degree
10+ years of experience in financial services
Strong analytical and problem-solving skills with proven ability to interpret complex data and provide actionable insights
Strong written and verbal communication skills
Strong competency in Microsoft Office suite – including Excel and PowerPoint
Excellent communication and interpersonal skills, with the ability to present findings to non-technical audiences
Self-starter with strong project management skills and the ability to manage multiple priorities in a fast-paced environment
Benefits
Incentive compensation
Company
Webster Bank
Webster is a commercial bank that provides financial services to corporations, individuals, families, and partners.
1001-5000 employees
H1B Sponsorship
Webster Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (5)
2022 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$653MKey Investors
Greystone
2025-09-11Post Ipo Debt· $350M
2024-12-02Post Ipo Debt· $303M
2002-10-17IPO
Leadership Team
Neal Holland
Chief Financial Officer
D
Daniel Gioia
Sr. Managing Director
Recent News
Hartford Business Journal
2025-11-06
How to prevent transformation outcomes from quietly collapsing | CIO
2025-11-03
Company data provided by crunchbase