VP, Portfolio Analytics & Reporting - Automated Insights
DFO Referrals
Dalio Family Office (DFO) seeks a VP of Portfolio Analytics & Reporting to define how the institution measures and communicates investment performance across public and private markets. The role builds a world‑class reporting function with direct Board visibility, demanding executive presence and an engineering mindset to automate analytics from the ground up. The position requires regular in-office presence and offers a hybrid work environment in the Westport, CT area, with regional offices #J-18808-Ljbffr DFO Referrals
$7.5k
VP, Portfolio Analytics & Reporting Dalio Family Office Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and... ...senior stakeholders, and the engineering mindset to automate and scale everything they build. Aside from running reports...SuggestedSummer workCasual workWork at office$160k - $220k
...buying services, CRM, data, analytics, retail media, SEO, and digital... ...the vision for how data and insights are leveraged across the... ...team of data, analysts and reporting experts. This role is ideal... ...Meta, Google, DSPs), marketing automation tools, and third-party research...SuggestedFlexible hours- ...Description The Vice President of Data, Analytics & AI will lead our new Data, Analytics, and AI function, reporting directly to the COO. The VP, Data is responsible for defining and... ...of AI and machine learning solutions to automate processes and enhance business outcomes...SuggestedFlexible hours
$100k - $145k
...supervisory and has direct reports. This role is responsible for... ...operations for our clients’ portfolios of commercial real estate loans... ...enhancements, reporting automation, etc.)Review and approve procedures... ...(written and oral)Strong analytical abilities, good judgment,...SuggestedFull timeLocal areaWeekend workAfternoon shift$160k - $230k
VP, Media Planning MissionOne Media is the integrated... ...for translating portfolio-level direction into clear... ...delivers rigorous, insight-driven work. You own... ...with Creative, Strategy, Analytics, CRM, Activation, and... ...collaboration skills Reporting Structure Reports To:...SuggestedFlexible hours- ...data, cybersecurity, analytics, and innovation to drive... ...governance, portfolio management and investment... ...enterprise data, analytics and reporting capabilities to... ...modernization, integration, automation and digital... ...and operational data insights.Drive modernization efforts...Full time
$19.23 - $38.47 per hour
...Robinson is hiring an Associate Portfolio Executive to build and... ...negotiation skills, market insight, and customer buying patterns... ...development resources. Use data, reporting, and market/customer updates... .../technology, identifying automation opportunities, and helping document...Hourly payTemporary workWork at officeWorldwideFlexible hours- ...President of Advancement (VP) is a member of the TTEF leadership team, reports to the Executive... ...plan, carries a personal portfolio of the foundation's significant... ...data and fundraising insights to provide... ...Raiser's Edge NXT, using analytics to prioritize fundraising...Remote workFlexible hoursAfternoon shift
$100k - $145k
...daily operations for clients' portfolios of commercial real estate... ...evaluating a team of direct reports. Essential Job Functions Monitor... ..., QC workflow, or reporting automation Review and approve... ...communication skills Strong analytical abilities, good judgment, strategic...Full timeAfternoon shift- ...claims editing, post payment analytics and recoupment efforts,... ...measurable impact through analytics, automation, and process innovation.... ...governance frameworks, and reporting to measure business impact and... ...-performing multi-vendor portfolio by enforcing SLAs, optimizing...
$69.62k - $114.87k
...Job The Associate II, Portfolio Management supports... ...activities, and comprehensive reporting across equity and... ...Enhanced analytical and presentation duties... ...data, analysis, and insights to support Investment... ...analysis, and report automation Competency with Microsoft...Temporary workTraineeshipWork experience placementInternshipWork at officeShift work- ...’s no stopping you!Job Title:VP, Resolution ManagementJob Description... ...for managing an assigned portfolio of accounts. Reviews existing... ....Prepares periodic reports to management.Reviews existing... ...commercial credit; financial/analytical, and collateral/assessment capabilities...Full timeWork experience placementBank staffLocal area
$100k - $150k
...role involves providing asset management support for a diverse portfolio and requires a minimum of 8 years in commercial real estate. The ideal candidate should have a Bachelor’s degree, strong analytical skills, and experience in investment management and underwriting...$115k - $130k
...and reserve draw requests for a diverse portfolio of loans, sponsors and clients across all... ...waivers.Order and review inspection reports and title updates/endorsements/date downs... ...similar programs and demonstrate strong analytical skills.Build and maintain strategic client...Full timeWork at officeLocal area$116k - $216k
...performance of the business.Utilizes analytics to create linkages across... ...client sets to provide insight into profitability and behavior... ...across client cohorts.Creates reporting to track progress relative to... ...can be transformed into automated or self-service activities.Supports...Full timeWork at officeFlexible hours- ...relationships, and accountability. You lead two direct reports: the P&C Enablement & Execution Director, who is... ...& COE-enabled people solutions: Leverage people analytics, systems, and AI/automation to surface insights to influence and support business leaders; utilize...Shift work
$100k - $150k
...project management oversight for portfolio and hybrid-support... ...matrixReporting & AnalysisMaintain CRM reporting with clear pipeline... ...transactionsCore CompetenciesExpert-level analytical and quantitative skillsIn-... ...to generate valuable insights about how your unique...Full timeContract workWork at officeLocal areaRemote work$70k - $140k
...The agency is recognized by the Forrester Wave Reports, as a Leader among Marketing Creative and... ...What you’ll do: As an Associate Director, CRM Analytics, you will help lead measurement, reporting, testing, and insight development for customer marketing programs across...Work at office$19.23 - $38.47 per hour
Join us as an Associate Portfolio Executive and begin learning and building your customer... ...conflict diplomatically Identify automation opportunities to streamline processes,... ...improve overall workflow Utilize data and reporting to identify service improvement opportunities...Hourly payContract workTemporary workWork at officeRemote workWorldwideFlexible hours1 day per week- ...description Time Doctor is hiring a VP of Customer Success to own... ...from the ground up. You’ll report to the CEO, partner closely... ...are Time Doctor is a workforce analytics platform that provides... ...You "nerd out" on agents and automation — and you build first, delegate...Full timeFor contractorsRemote workWorldwideFlexible hours
$19.23 - $38.47 per hour
...Associate Portfolio Executive Join us as an Associate Portfolio Executive and begin... ...managing conflict diplomatically Identify automation opportunities to streamline processes,... ...overall workflow Utilize data and reporting to identify service improvement...Hourly payTemporary workWork at officeRemote workWorldwideFlexible hours1 day per week- ...You’ll Make an Impact Reporting to the Chief Growth Officer... ...ecosystem. The VP will align strategy, systems... .... By leveraging data, insights, and trends in... ...value. Leverage data, analytics, and reporting tools to... ...personally managing a portfolio of key supporters. Represent...Work from homeWorldwideVisa sponsorshipWork visa2 days per week3 days per week
- ...our communities. Job Title VP, Resolution Management Summary... ...for managing an assigned portfolio of accounts, reviewing loan documentation... ...portfolio. Prepare periodic reports to management. Review loan... ...commercial credit, financial/analytical, and collateral/assessment...Bank staffWork at officeLocal area
$95k - $110k
...appraisals, executive summaries, and cash flows, and performs portfolio analytics. Essential Job Functions Efficiently manage the quarterly... ..., clients, and co‑workers. Review third‑party appraisal reports. Develop reviews, consulting reports and other deliverables...Full timeLocal area$220k - $330k
About The Role As Director, Underwriting Portfolio Management, you will be accountable for... ...underwriting portfolio. This is a hands-on analytical leadership role, working directly with... ...hypotheses and produce decision-ready insight using Palantir or comparable modern data...Temporary workWork at officeRelocation packageFlexible hours3 days per week- ...Jobs Position: Director of CRE Portfolio Management Location: Kansas... ...level of this role (Director/VP/SVP) will depend on candidate... ...procedures, prepare and review monthly reports, interview new personnel, and... .... Leverage market insight to advise clients and identify...Work at officeLocal areaRemote work2 days per week1 day per week
$156.48k - $282.24k
...**This role leads end-to-end portfolio management for a broad product... ..., and produces data-driven reporting and portfolio visualizations... ...Smartsheet) to communicate key insights and portfolio performanceDrive... ...status and risks for VP and above (Required)Data Analysis...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- ...workforce data governance, analytics, and HR service... ...leadership team, the VP partners closely with... ...approvals, workflows, and automation that simplify HR processes... ..., audit controls, reporting standards, and data lineage... ...actionable workforce insights. Develop executive...Contract workLocal area
- VP, GTM Campaigns & Client Experience | Remote, USA Join to apply... ...client referrals. The role reports to the Senior Vice President,... ...marketing strategies, operational insights, and execution. Architect... ...programs. Use customer health analytics to guide strategic decisions,...Remote jobWork experience placementLocal areaWork from home
- ...open new markets and automate accounts receivables.... ...Experience — Three Rivers Portfolio is central to that... ...the bar on quality. The VP owns the strategic direction... ...health. Deliver reporting to clients and leadership... ...Strong strategic and analytical skills, including...Contract workTemporary workWork at officeFlexible hours
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