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Portfolio Associate

4 months ago

New Haven, United States Yale University Full time

**Portfolio Associate**:

- Surgical Specialties IBO - Research Administration
- 88816BR

**University Job Title**
- Portfolio Associate

**Bargaining Unit**
- None - Not included in the union (Yale Union Group)

**Time Type**
- Full time

**Duration Type**
- Regular

**Compensation Grade**
- Administration & Operations

**Compensation Grade Profile**
- Supervisor; Senior Associate (P4)

**Wage Ranges**
- Click here to see our Wage Ranges

**Searchable Job Family**
- Accounting/ Financial

**Total # of hours to be worked**:

- 37.5

**Work Week**
- Standard (M-F equal number of hours per day)

**Work Location**
- Medical School Campus

**Worksite Address**
- 100 Church Street South
- New Haven, CT 06519

**Work Model**
- Remote

**Position Focus**:

- Portfolio Associate role is a 12 - 18 month early-career program that focuses on accelerating the development of Grant Accountants while creating a pipeline of high-performing talent. Under general direction and reporting to Finance Manager of Research, this position is responsible for managing the financial transactions and financial reporting within the Surgical Specialties Integrated Business Operations using considerable latitude for exercising discretion and independent judgement. Special projects may be assigned as required.**Essential Duties**

**Required Education and Experience**
- Bachelor’s degree required with no experience necessary.

**Required Skill/Ability 1**:

- Ability to understand and work with financial and payroll activity from multiple sources. The ability to work remotely, including an adequate work space with internet access.

**Required Skill/Ability 2**:

- Excellent oral and written communication skills. Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff.

**Required Skill/Ability 3**:

- Demonstrated understanding of continual process improvement and data driven process monitoring and decision-making.

**Required Skill/Ability 4**:

- Excellent attendance. Ability to work independently and be self-motivated. Strong attention to accuracy and clear understanding of confidentiality is essential. Exhibits and maintains a positive attitude and works well as part of a team.

**Required Skill/Ability 5**:

- Superior computer skills with specific knowledge and ability with Microsoft Word, PowerPoint, Excel and Outlook or other similar software.

**Preferred Education, Experience and Skills**:

- Bachelor’s degree required with no experience necessary or an equivalent combination of education and experience.

**Drug Screen**
- No

**Health Screening**
- No

**Background Check Requirements**

**COVID-19 Vaccine Requirement**
- The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:**Posting Disclaimer**
- The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

**EEO Statement**:
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale’s Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

**Note**
- Yale University is a tobacco-free campus