Portfolio Management Specialist

4 days ago


Seal Beach, California, United States VDart Inc Full time

About the Role:

We are seeking a highly skilled Portfolio Management Specialist to join our team at VDart Inc. As a key member of our organization, you will play a critical role in driving business growth and success.

Key Responsibilities:

  • Propose and implement solutions to continually improve the portfolio framework and end-to-end processes, ensuring seamless project execution and delivery.
  • Refine the demand intake process and integrate it into our Project Portfolio Management (PPM) system, enhancing request tracking and workflow efficiency.
  • Develop and maintain portfolio reports and dashboards for executive-level visibility, catering to diverse stakeholders and their needs.
  • Configure and administer our PPM tool, ensuring data consistency and availability across the portfolio.
  • Analyze portfolio data and provide thought leadership on trends, reports, and dashboards, driving informed decision-making.
  • Collaborate with Subject Matter Experts (SMEs) and project teams to develop decision-making artifacts and investment requests.
  • Participate in and support preparations for meetings and summits that manage resourcing and interdependencies within the portfolio.
  • Prepare and facilitate Portfolio Board presentations, ensuring effective communication and stakeholder engagement.
  • Identify potential collisions and propose options for prevention or mitigation, ensuring smooth project execution.
  • Champion and communicate portfolio management best practices and processes, promoting division-wide learning and adoption.

Requirements:

  • 1 year of experience with SmartSheet configuration or equivalent experience with other PPM tools, with a willingness to fast-track learning and certification.
  • Excellent planning skills and ability to handle multiple assignments simultaneously.
  • At least 35 years of experience in PMO or portfolio management, preferably in IT or a business function.
  • Familiarity with project management methodologies, including Waterfall and Agile (Kanban or Scrum), with hands-on project management experience and certification a plus.
  • Financial acumen and experience weighing investment decision criteria.

Key Attributes:

  • Developing executive presence and business acumen.
  • Building confidence to challenge business cases and points of view, driving stronger results.
  • Strong communication skills, with the ability to discuss technical issues with non-technical audiences.
  • Strong presentation and meeting management skills.
  • Strong partnering skills, with the ability to build trust and maintain working relationships.
  • Anticipating issues, taking initiative to resolve, and working independently and as part of a team.
  • Systems thinking approach to problem-solving.
  • Strong analytical skills and ability to listen to what is and isn't being said.
  • Ability to handle multiple projects and priorities, recommending prioritization options when necessary.
  • Thriving in ambiguous situations, taking initiative and action.
  • Favoring continuous improvement over big bang solutions.
  • Attention to detail in a function with many moving pieces.

Technical Skills:

  • Previous experience with a project or portfolio management tool, especially SmartSheet.
  • Experience with Microsoft Office products, especially Excel.
  • Project Management certification a plus.
  • Change management a plus.
  • Any revenue-generating experience a plus.


  • Seal Beach, California, United States GoDigital Media Group Full time

    About the RoleWe are seeking a highly skilled Underwriter to join our team at GoDigital Media Group. As an Underwriter, you will play a crucial role in managing the end-to-end process of customer deals, identifying risks, and mitigating potential issues.Key ResponsibilitiesManage a Portfolio of Customer Files: Oversee the entire process from contract review...


  • Newport Beach, California, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to high-net-worth individuals, families, and institutions.We take pride in our commitment to service, expertise, and...


  • Newport Beach, California, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a distinguished Fortune 500 entity, has established itself as a leading financial institution with a legacy dating back to 1889. We take pride in delivering innovative financial solutions and expert guidance to a diverse clientele, including some of the world's most affluent individuals, families, and institutions, while...


  • Seal Beach, California, United States Aveanna Full time

    Job SummaryAveanna is seeking a highly skilled Lead Authorization Specialist to join our team. As a key member of our operations team, you will be responsible for overseeing the insurance authorization process for patient services.Key ResponsibilitiesSupervise and coordinate the insurance authorization process for requested patient services, ensuring timely...


  • Manhattan Beach, California, United States K1 Investment Management Full time

    About the RoleK1 Investment Management is seeking a highly skilled Financial Operations Specialist to join our team in Manhattan Beach, CA. As a key member of our finance team, you will be responsible for overseeing day-to-day financial, operational, and compliance functions for the firm.Key Responsibilities:Relationship Management: Assist in managing...

  • Portfolio Associate

    3 days ago


    Newport Beach, California, United States Pacific Investment Management Company, LLC Full time

    About Pacific Investment Management Company, LLCPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets.Key ResponsibilitiesMonitor and analyze investment...


  • Huntington Beach, California, United States TORP Group Full time

    Job OverviewAre you a seasoned property management professional looking to take your career to the next level? Do you have a passion for the retail sector and a desire to work for a growing company that values its employees and tenants? Look no further than the TORP Group, a dynamic and expanding commercial real estate company with a portfolio of properties...


  • Newport Beach, California, United States U.S. Bank Full time

    About U.S. BankAt U.S. Bank, we are committed to empowering our customers and communities to make informed financial choices and achieve sustainable growth. We recognize that each individual brings unique talents and perspectives, and we strive to foster an environment where everyone can thrive throughout their career journey. Position OverviewThe role of...


  • Seal Beach, California, United States Golden Rain Foundation Full time

    The Golden Rain Foundation (GRF) is in search of dedicated Community Safety Specialists to ensure the protection and well-being of residents within the Leisure World Seal Beach environment. This role involves proactive monitoring, managing traffic flow, and delivering exceptional customer service both face-to-face and via telephone. About Golden Rain...


  • Seal Beach, California, United States Boeing Full time

    Job SummaryWe are seeking a highly skilled Procurement Specialist to join our team at Boeing. As a Procurement Specialist, you will be responsible for managing and measuring supplier performance, developing and generating supplier performance metrics, and providing direction to suppliers to improve performance to contractual requirements.Key...


  • Seal Beach, California, United States AstroForge Full time

    About AstroForgeWe are a pioneering company dedicated to making space resources accessible on Earth. Our mission is to extract valuable minerals from asteroids at a lower cost and with a smaller carbon footprint than current terrestrial mining methods.We offer a unique opportunity to join a dynamic team that is expanding humanity's capabilities in space.Job...


  • Seal Beach, California, United States Commander, Navy Installations Full time

    Position OverviewAs an Access Control Specialist, you will play a vital role in ensuring the safety and security of designated areas within the Commander, Navy Installations. Your primary responsibility will be to oversee the entry and exit of vehicles and personnel, maintaining strict access protocols.Key Responsibilities1. Lead the entry control and...


  • Newport Beach, California, United States Sumitomo Mitsui Banking Corp Full time

    About the Role**Job Summary**We are seeking a highly experienced and skilled Portfolio Manager Team Lead to join our Franchise Finance team at Sumitomo Mitsui Banking Corp. As a key member of our team, you will play a crucial role in the execution of credit facilities for new and existing customers, predominantly in the Quick-Service Restaurant (QSR)...


  • Seal Beach, California, United States Fidelity Investments Full time

    About the RoleThe Client Relationship Specialist is a pivotal role within the Fidelity Investments branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.Key ResponsibilitiesFacilitate setting targeted appointments that improve engagement with clientsKeep Financial Consultants...


  • Newport Beach, California, United States Community Development Partners Full time

    At Community Development Partners, we take immense pride in our history of delivering award-winning solutions in the housing sector. Our daily efforts are dedicated to our mission of creating transformative affordable housing that goes beyond merely providing quality homes. We focus on developing innovative and sustainable projects with an emphasis on...


  • Newport Beach, California, United States Sumitomo Mitsui Banking Corp Full time

    About the RoleWe are seeking a highly experienced and skilled Senior Portfolio Manager Team Lead to join our Franchise Finance team at Sumitomo Mitsui Banking Corp. As a key member of our team, you will play a crucial role in the execution of credit facilities for new and existing customers, predominantly in the Quick-Service Restaurant (QSR) space.Key...


  • Newport Beach, California, United States Community Development Partners Full time

    Portfolio Asset Strategist Position at Community Development PartnersCommunity Development Partners is dedicated to delivering exceptional housing solutions and is committed to fostering life-enhancing affordable housing with a distinct emphasis on community involvement. As a certified B Corporation, we prioritize impact-driven objectives while developing...


  • Seal Beach, California, United States Boeing Full time

    Job OverviewBoeing Commercial Airplanes (BCA) is seeking a Junior Project Management Coordinator to become a vital member of our Business Operations team.The selected individual will collaborate with Customer Support divisions to spearhead the creation, establishment, and oversight of comprehensive schedules that facilitate significant product and aircraft...


  • Seal Beach, California, United States The Judge Group Full time

    Job DescriptionThe Judge Group is seeking a highly skilled Corporate Legal Specialist to join our team. As a key member of our legal department, you will be responsible for administering and maintaining law department projects, policies, procedures, and practices.Key Responsibilities:Project Management: Schedule and coordinate workload support of legal...


  • Newport Beach, California, United States Pacific Life Full time

    Pacific Life is seeking a seasoned professional to lead our investment risk modeling efforts and drive strategic portfolio decisions. As a key member of our team, you will be responsible for developing and implementing advanced risk management models to ensure the long-term sustainability of our investments.Key Responsibilities:Design and implement complex...