Portfolio Manager
Alpha Business Solutions
Overview Portfolio Partners serve as strategic advisors and portfolio leaders within R&D DDT. They operate at the intersection of strategy, finance, and execution, enabling leadership teams to make informed, timely, and confident decisions. Portfolio Partners are accountable for portfolio integrity, financial stewardship, and decision clarity, ensuring that investments align with enterprise priorities and deliver measurable value. This role requires strong judgment, financial rigor, and the ability to influence outcomes. Portfolio Partners are expected to challenge assumptions, steward definitions and standards, and bring clarity in complex, ambiguous environments. Responsibilities Portfolio Strategy and Decision Leadership Serve as a strategic thought partner to R&D Data Digital & Technology leadership, shaping portfolio strategy, priorities, and tradeoffs. Frame portfolio decisions in clear, decision-ready terms, articulating options, implications, and recommendations. Pressure-test assumptions, classifications, and proposed investments to ensure alignment with enterprise objectives and portfolio strategy. Anticipate strategic shifts and guide proactive portfolio adjustments. Portfolio Governance and Lifecycle Ownership Own portfolio governance standards and ensure consistent application across R&D Data Digital & Technology. Guide investments through the full lifecycle, from intake and prioritization through delivery and value realization. Ensure portfolio integrity by enforcing disciplined decision-making, escalation, and transparency. Partner with Corporate Finance to ensure alignment on financial governance, reporting standards, and portfolio tracking. Strategic Financial Stewardship Lead portfolio-level financial planning, forecasting, and ongoing financial management. Translate financial data into actionable insights for senior leaders, enabling confident and timely decisions. Ensure consistent interpretation and application of financial definitions, categories, and classifications across portfolios. Advise leadership on the financial implications of strategic decisions, risks, and timing considerations. Risk, Issue, and Scenario Management Identify, assess, and actively manage portfolio-level risks and interdependencies. Develop and present scenarios, options, and contingencies to support leadership decision-making. Escalate issues with clear context, recommended paths forward, and implications. Maintain a forward-looking view of portfolio health, risks, and opportunities. Value Delivery and Performance Management Ensure initiatives are clearly defined and linked to expected outcomes and value realization. Technical Requirements Strategic Judgment: Ability to synthesize complex information and make sound recommendations in ambiguous environments. Financial Acumen: Deep expertise in portfolio financial management, forecasting, and decision support, with the ability to translate financial concepts for senior non-financial stakeholders. Portfolio Leadership: Strong understanding of portfolio governance, lifecycle management, and investment prioritization at an enterprise level. Analytical Rigor: Ability to distill complex data into clear insights, scenarios, and decision points. Influence and Communication: Proven ability to challenge constructively, drive alignment, and influence outcomes without direct authority. Change Leadership: Comfort leading through uncertainty, organizational change, and evolving strategic direction. Integrity and Accountability: Commitment to disciplined governance, transparency, and outcomes-focused delivery. #J-18808-Ljbffr
$55.59k - $102.47k
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$60k - $70k
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- ...Senior Portfolio Accountant At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make... ...firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance...Local area
- ...GAAP Prepare and review monthly and quarterly NAV calculations Support portfolio company valuations, including coordination with valuation teams and third-party specialists Calculate and review management fees, carried interest, and distribution waterfalls Track and...
- ...clients;Demonstrate ability to prioritize tasks, work on multiple assignments, and complete work with little direction;Exhibit time-management skills by developing and executing specific goals in an agreed upon timeframe;Handle daily case activities and notices on...Work at office
$7.5k
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$128.7k - $193k
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...As integral members of the HGSE Professional Education team Portfolio Directors join a dynamic group of colleagues focused on empowering... ...online programs, and on-demand models. The HIHE Director leads and manages this portfolio in close collaboration with PPE leadership, HGSE...Full timeOverseasShift workNight shiftWeekend work$120k - $170k
...client, supporting fund accounting, financial reporting, fund operations, and accounting oversight across a diversified investment management platform. This leadership role will oversee fund finance activities, financial reporting, operational processes, and third-party...Monday to Friday$80k - $110k
# Fund ControllerStandish Management, LLCAssociatePrivate EquityFull-timeLocationBoston, United StatesCompensation$80k - 110kDate PostedJune... ...Allocations to investors- Detailed management and tracking of portfolio company financings- Cash flow management and forecasting-...Work at officeLocal area$30.05 - $43.75 per hour
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