Managing Director - Portfolio Strategy and Business Operations
New Today
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 withmercial administration and technology teams
Provide insights and rmendations 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
Ensurepliance 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 acrossmercial, credit, and technology to advance project goals
Educations, Skills & Experience:
Education: Bachelor's degree
Experience: 10+ years of experience in financial services
Strong analytical and problem-solving skills with proven ability to interpretplex data and provide actionable insights
Strong written and verbalmunication skills
Strongpetency in Microsoft Office suite - including Excel and PowerPoint
Excellentmunication 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.
Locations: New York: Manhattan, White Plains, Jericho; CT: Stamford, Hartford, New Haven; Massachusetts: Boston; Rhode Island: Providence; Option for hybrid schedule if deemed appropriate.
#LI-RS1
The estimated salary range for this position is $150, to $175, Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentivepensation.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Job ID R25_0000001185
- Location:
- Boston
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