The Depository Trust & Clearing Corporation (DTCC) · 1 week ago
Portfolio Management Senior Associate
Jersey City, NJ
Full-time
Hybrid
Senior Level
5+ years expThe Depository Trust & Clearing Corporation (DTCC) is at the forefront of innovation in the financial markets, seeking a Portfolio Management Senior Associate to ensure programs deliver maximum value. This role involves portfolio governance, investment prioritization, and collaboration with various teams to optimize resource utilization and deliver executive-level reporting.
FinanceFinancial ExchangesFinancial ServicesInformation Technology
Responsibilities
Provide end-to-end tracking of portfolio performance, including execution health, trend analysis, and actionable recommendations for improvement
Collaborate with Finance and initiative teams to monitor budgets, address variances, and optimize resource utilization across the portfolio
Develop and implement performance tracking frameworks, ensuring consistent measurement across programs and portfolios
Prepare and deliver senior management reports and presentations highlighting portfolio performance, analyze data to identify trends, patterns, and insights that inform business decisions
Facilitate the intake and vetting of new initiatives and programs, ensuring alignment with business priorities
Ensure compliance with governance standards by monitoring adherence to Stage-Gate protocols and raising deviations or risks as needed
Collaborate with cross-functional teams to prepare gate review materials, including financials, objectives and key results, risk profiles, and value realization plans
Facilitate gate reviews by coordinating with initiative and program teams, partners, and governance committees to assess readiness, execution health, and alignment with strategic objectives
Qualification
Required
Minimum of 5 years of related experience
Bachelor's degree preferred or equivalent experience
Communicates optimally in both verbal and written formats across diverse audiences
Understands financial management principles and is able to interpret and apply budgets, variances, and resource utilization metrics
Ability to collaborate and build positive relationships, navigate partner dynamics, and influence outcomes effectively
Ability to harness data to generate actionable insights, inform decisions, track progress, and optimize performance
Comfortably navigates change and adapts to changing priorities
Proficient in Excel, including experience with pivot tables, lookup functions, and data visualization using charts and conditional formatting
Proficient in PowerPoint with the ability to compose executive-level presentations that clearly communicate sophisticated data, strategic insights, and portfolio performance to senior partners
Working knowledge of portfolio management tools and reporting platforms (e.g., Power BI, Planisware, Planview, PPM, etc.)
Ability to create, leverage, and critically evaluate OKRs and KPIs to drive accountability and alignment across multiple programs
Familiarity with Stage-Gate governance processes and ability to support decision-making at key portfolio checkpoints
Benefits
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Company
The Depository Trust & Clearing Corporation (DTCC)
With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry.
5001-10000 employees
H1B Sponsorship
The Depository Trust & Clearing Corporation (DTCC) 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 (119)
2024 (59)
2023 (74)
2022 (84)
2021 (36)
2020 (77)
Funding
Current Stage
Late StageLeadership Team
Frank La Salla
President, CEO and Director of DTCC
E
Edward Cortes
Executive Director
Recent News
TokenInsight News
2025-12-19
Company data provided by crunchbase