Portfolio Management Senior Associate

otional well-being.

• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).

The impact you will have in this role:

Being a member of DTCC's Enterprise Transformation (ET) team, the Portfolio Management Senior Associate, will play a pivotal role in ensuring programs and initiatives deliver maximum value through focused portfolio oversight and strategic alignment. The ideal candidate will bring expertise in portfolio governance, investment prioritization, and stakeholder collaboration. The Portfolio Management Senior Associate will partner closely with Finance, business units, and initiative teams to optimize resource utilization, monitor OKRs, and deliver executive-level reporting on portfolio health and outcomes.

Your Primary 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.

**NOTE: The Primary Responsibilities of this role are not limited to the details above. **

Qualifications:

• Minimum of 5 years of related experience

• Bachelor's degree preferred or equivalent experience

Talents Needed for Success:

• 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.

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

About Us

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at https://www.dtcc.com or connect with us on LinkedIn , X , YouTube , Facebook and Instagram .

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.

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About the Team

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.