Investment Portfolio Manager, Sr. jobs in Petaluma, CA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Portfolio Management & Reporting Manager
  • IPEX Management Inc.
  • Oakville, CA FULL_TIME
  • IPEX is one of the North American leading providers of advanced plastic piping systems. Our mission is to shape a better tomorrow by connecting people with water and energy. We currently have an exciting opportunity as a Portfolio Management & Reporting Manager. This role is based in our Oakville office in and reports to the Director, Project Management Office (PMO). Do not miss the opportunity to join a diverse group of people-centric professionals, thought leaders and rapid thinkers, entrepreneurs in spirit and status quo-fighters! Job Summary We are expanding our operations in Canada & the U.S. and are seeking an experienced Manager, Portfolio Management & Reporting to lead a team of Analysts that oversee large, complex, multi-year initiatives. The successful individual will be responsible for managing the portfolio management of critical initiatives that drive business improvements and strategic objectives for the IPEX Group of Companies. Reporting to the Director, Project Management Office (PMO), the Manager, Portfolio Management & Reporting is the go-to person for all aspects of portfolio management, reporting, and for managing the portfolio of the PMO organization (multi-year roadmap). They will work with relevant cross-functional stakeholders and track/report progress to ensure that all programs, projects, and initiatives within the entire PMO portfolio will meet their operational and strategic objectives. You will tie projects back to business goals to execute the company strategy. You will need to give acute attention to detail coupled with the ability to see the big picture, be resourceful, have risk-management capabilities, the ability to think critically, possess excellent communication skills, a can-do attitude, and the ability to inspire and motivate. The responsibilities of this role include projects and programs aimed at retrofits, upgrades, replacements, adding of capacity, and building new multimillion-dollar manufacturing, research and development, and supply chain facilities. The design, construction and launch of these facilities will be complex projects that will involve all functional areas of the company. Other business projects may include ERP/technology projects, business process redesign, or turnaround projects. Most of the work will be performed in the Greater Toronto area with some travel across Canada and to the U.S. Principal Responsibilities Portfolio Management Work closely with the Director, PMO and executives to help mature IPEX’s Portfolio Management activities Manage the intake and assessment of all new initiatives assigned, and leading the development of full business cases with cross-functional teams Supports the delivery of capabilities to identify, prioritize, manage, monitor, and assess the status of all relevant PMO projects across the organization Work with relevant stakeholders to create a roadmap for future development of PMO led projects aligned and prioritized to deliver IPEX strategic and business objectives Establish a suitable governance framework and portfolio structure to deliver the necessary project capability to support delivery of the road map and achievement of business objectives Manage a portfolio of multiple projects, managing their interdependencies, resourcing and any proposed changes which may affect project priorities Conduct portfolio meetings and attend project meetings where required Deliver a complex series of related programs, projects, and initiatives; effectively managing their interdependencies and allocating resources to support prioritized opportunities Develop the requirements roadmap for each supporting function within organization (IT, HR, Engineering, Procurement, etc.) to ensure timely and prioritized alignment within organization that enables efficient delivery of programs, projects, and initiatives Identify resourcing needs in line with the portfolio plan, ensure that portfolio colleagues understand their roles and accept their responsibilities in line with the agreed governance process Provide strategic and operational support to the PMO Leadership Team & to Department VPs to drive accountability and deliver results Collaborate with OCM to ensure maximum impact by aligning communications and activities and facilitating opportunities for productive cross-functional collaboration Reporting Supports the implementation and continuous improvement of an appropriately sized Portfolio Management program, using this to deliver analysis and status reporting on the portfolio within region Monitor the quality of project outputs to ensure strategic objectives are met Ensuring effective reporting of all projects to enable stakeholders, sponsors, and management to make appropriate decisions Building and maintaining strong internal and external customer relationships to ensure delivery of quality projects in alignment with regional initiatives and requirements across the enterprise Support continuous improvement by conducting project reviews, leveraging insights from trends, forecasting approaches or other key and strategic indicators. Team Development & Management Recruit, supervise and lead the PMO Portfolio team to ensure high service levels and customer satisfaction Provides coaching and mentoring for PMO Portfolio team members to help them achieve individual effectiveness Manages the P&L and Budget for the PMO Portfolio team Works closely with other members of the IPEX community to ensure the PMO is delivering on the needs of the organization Executes an appropriate sourcing strategy combining internal as well as capacity on demand resources within region Provide coaching and guidance to the portfolio team and build/manage meaningful and supportive relationships across the organization Qualifications & Experience Minimum 10 years of experience in a Supervisory Role managing teams of Project Analysts or PMs Minimum 10 years of experience as a Portfolio Manager required; preferably working in a structured PMO and technical environment. Minimum 10 years of technical leadership experience required ideally from a construction or engineering background. Proven track record of having managed a large portfolio of ($50M ) cross-functional projects successfully. Experience with Organizational Change Management projects Experience in leading enterprise level or large-scale projects or programs involving multiple business teams Experience in a manufacturing or supply chain environment would be an asset Ability to manage multiple initiatives and must be able to switch from one project to another seamlessly High level of energy, drive, passion, motivation, enthusiasm and flexibility in driving initiatives and projects forward in a fast-paced environment Skilled at collaborating across teams and stakeholders in the development of a comprehensive project plan that defines critical program factors such as program objectives and goals, program resources and org chart, budget, success criteria, program management and execution approach, communication planning, issue/risk/escalation planning. Knowledge of budgeting process with a strong understanding of project costs, tracking actuals, projecting forecasts, reporting, and talking through project financials Solid understanding of project management techniques, methodologies, and best practices. Bachelors or master’s degree with a STEM focus (Science, Technology, Engineering or Math) Masters in STEM focus or MBA would be an asset Project Management Professional (PMP) certification required or another industry-recognized project management accreditation Prosci certification an asset Lean Six Sigma – Black belt certification would be an asset Bilingualism would be an asset IPEX is committed to providing accommodations for people with disabilities throughout the recruitment process and, upon request, will work with qualified job applicants to provide suitable accommodation in a manner that takes into account the applicant’s accessibility needs due to disability. Accommodation requests are available to candidates taking part in all aspects of the selection process for IPEX jobs. To request an accommodation, please contact HR at HR@ipexna.com #LI-HJ1 At IPEX, our vision is to be the leading supplier of thermoplastic piping systems in North America. As a customer-focused organization, we believe in honesty, fairness, and integrity—the Golden Rule. As one of the world’s largest advanced plastic piping manufacturers, we combine the strength of a global group with the diversity and passion of our local teams. We bring together engaged people with the right experience, expertise and entrepreneurial spirit to develop effective, innovative and sustainable solutions that make life flow. A trusted name in building and infrastructure for more than 50 years. IPEX is dedicated to collaborating with leaders to maximize the potential of our greatest asset – our employees. Come join our team today!
  • 1 Month Ago

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Auto Shop Administrative Assistant
  • Universal Portfolio Ltd
  • Petaluma, CA FULL_TIME
  • AutoInvestments USA JOB DESCRIPTION Job Title: Auto Shop | Administrative Assistant Department: Auto Shop Reports To: Collection Curator | Mrs. Keller LOCATION: Petaluma, California FLSA STATUS: Part ...
  • 18 Days Ago

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Technical Coach
  • Sport Clips - Manager - CA819
  • Petaluma, CA FULL_TIME
  • Sport Clips Haircuts is Hiring! Do What You Love. Love What You Do. JOB DESCRIPTION As an Technical Coach (Hair Stylist Educator), you play an important role in developing our Teams by ensuring every ...
  • 11 Days Ago

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Sr. Accounting Manager
  • Robert Half
  • Petaluma, CA PER_DIEM
  • A well-respected company is looking for a success-driven Sr. Accounting Manager with the help of Robert Half. The Sr. Accounting Manager will supervise the accounting staff while reporting to the Cont...
  • 6 Days Ago

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Sr IT Program Manager, Supply Chain Planning
  • Amy's Kitchen
  • Petaluma, CA FULL_TIME
  • Summary The Sr IT Program Manager, Supply Chain Planning, is the lead and business partner delivering IT business solutions and enterprise applications to support our demand planning, supply & distrib...
  • 2 Months Ago

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Banquet Bartender
  • Boardwalk Investment Group Management LLC
  • Yountville, CA FULL_TIME
  • BARTENDER - BANQUETS Yountville, CA Laying in the heart of Napa Valley, The Estate Yountville features two magnificent hotels that embody the perfect getaway and retreat. Surrounded by vineyards, Mich...
  • 26 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Petaluma, CA area

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Financial Planner
  • Hanover
  • San Francisco, CA
  • Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point ...
  • 3/27/2024 12:00:00 AM

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Financial Advisor
  • Hanover
  • San Francisco, CA
  • Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point ...
  • 3/27/2024 12:00:00 AM

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Director of Finance
  • Conard House
  • San Francisco, CA
  • Job Description Job Description ORGANIZATION AND PROGRAM: Conard House is a nonprofit organization creating communities ...
  • 3/27/2024 12:00:00 AM

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Engineering Director
  • BlackRock, Inc.
  • Sausalito, CA
  • About this role Team Overview BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignmen...
  • 3/27/2024 12:00:00 AM

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Property Manager
  • AtWork Personnel Services
  • Santa Rosa, CA
  • Job Description Job Description We are seeking a Property Manager to become a part of our team! You will help plan and f...
  • 3/27/2024 12:00:00 AM

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CFP or CFA Wealth Advisor - Wealth Advisory / Financial Planning Experience Required
  • Analog Capital Partners
  • Company Description Analog Capital Partners centralizes investments, planning, and professional services for individuals...
  • 3/26/2024 12:00:00 AM

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VP II, Community Development Finance - CA Lending
  • First Citizens Bank
  • San Francisco, CA
  • Overview: The Community Development Finance (“CDF”) team of First-Citizens Bank & Trust Company (the “Bank”), is respons...
  • 3/25/2024 12:00:00 AM

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Acquisition Analyst/Associate
  • Riaz Capital
  • Oakland, CA
  • Our Company: Riaz Capital is an Oakland, California based fully integrated development, investment, and asset management...
  • 3/25/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$161,610 to $268,377
Petaluma, California area prices
were up 2.5% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
December 16, 2019
Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020