Investment Portfolio Manager, Sr. jobs in Virginia

Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. 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. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Sr. Program/Portfolio Manager
  • Wits Solutions Inc.
  • Ashburn, VA FULL_TIME
  • Wits Solutions Inc. (WITS) is a SBA certified 8(a) company with headquarters in the metropolitan Washington D.C. area. WITS has been providing best-in-class solutions in professional IT and administrative consulting to various Federal, State, Local and commercial customers. At WITS, we believe in working not for our clients but with them. This is why right from the beginning; our analysts and solution-builders work closely with our clients to ensure that the project outcomes continue to deliver value long into the future.

    Job Description

    • Reporting to the CEO and as a member of the executive team, the Program Manager will engage on overseeing existing/new contracts, deliverables, contract management, issues, process, and systems but will also be able to roll up his/her sleeves to execute other activities which are required to successfully managing the contracts and deliverables.
    • The Program Manager will be a team player who lives our core values and will act as a steward to ensure that all decisions, programs, and processes are aligned with those values.
    • The following are primary responsibilities but not limited to.

    Responsibilities

    Primary Responsibilities:

    • As the Program Manager you shall be accountable for meeting contractual performance for all our Federal Govt. contracts. You will be responsible for achieving excellent CPARS rating in all sections for our contracts.
    • Contract administration to include CRDL deliverables, Management Plans, Milestones, Risk and Issue Tracking, Labor Category verification, and customer invoicing requirements.
    • Sub-contractor administration to include teaming negotiations, technical evaluation, performance tracking, procurement requests and invoice approval authority.
    • Direct resource performance management and matrix planning for organic resources and sub-contract resources.
    • Managing relationship with clients and meeting Govt POCs and PMs on weekly/monthly/quarterly basis to make sure the customer satisfaction.
    • Will be responsible for coordinating activities in support of contract activities and teams that support the provisioning, maintenance, tracking and monitoring requirements through completion and preparing finished deliverables (e.g., status reports, plans to Sponsor, corporate management, open issues, etc.).
    • Program Monitoring and Control includes establishment of baselines associated with cost, schedule and EV reporting utilizing integrated master schedule, CWBS, project specific spend plans, burn rate reports and funds and man-hour deliverables per CLIN.
    • Financial baseline/cost account oversight with the customer and corporate administration.
    • Development of contract pricing models to support objectives in contract Labor, ODC's, G&A, Fee and Material Handling Costs with a price to win strategy.
    • Final review and approval on all contract deliverables to either the contracting officer, the contracting officer representative or integrated operational program manager.
    • Preparation, development and outline of company and customer presentation reports.
    • Experience in starting new contracts which includes, preparing transition in-out plans, and performing transition of new contracts and managing the contracts to meet the client deliverables.
    • Direct reports include Project managers, Leads, Contract staff, HR team, Recruiters and financial administrators, research analyst, subject matter experts, technical writers, testers, system/database administrators and configuration manager.
    • Knowledge in HR issues that impact operations, including compliance issues, employee morale, performance, and productivity.

    Qualifications

    • Bachelor's Degree in Business or Science (Engineering or Computer Science)
    • 10-15 years of program management experience managing multiple contracts.
    • 5 years of experience in working with Federal Government contracts
    • Experience in managing the Federal Government contracts and deliverables and maintaining the relationship with Customers.
    • Direct work experience as program manager on programs requiring the client relationship, program deliverables, managing contract performance, staffing, and getting exceptional CPARS/Performance ratings.
    • Experience in organically growing program and/or portfolio revenue.
    • Project supervisory/execution experience including supervising and scheduling work for a team of multi-functional personnel to include analysts, administrators, financial management, subcontracts, project managers.
    • Extensive experience in Microsoft Office, SharePoint, and Microsoft Project.
    • Strong oral and written communication skills.
    • Self-starter and able to negotiate with customers directly.
    • Experience participating in the development of proposals (technical, business and cost).
    • PMP certification is desired.

    “Equal Opportunity Employer Veteran/Disabled”
  • 3 Days Ago

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Investment Team, Manager Selection (Public Portfolio) Associate/Associate Director
  • Investure
  • Charlottesville, VA FULL_TIME
  • Job Summary This professional will be a core member of Investure’s Investment Team focusing on Manager Selection and will work to identify, evaluate, select, structure, and monitor investments globall...
  • 2 Days Ago

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Investment Team, Manager Selection (Private Portfolio) Associate/Associate Director
  • Investure
  • Charlottesville, VA FULL_TIME
  • Job Summary This professional will be a core member of Investure’s Investment Team focusing on Manager Selection and will work to identify, evaluate, select, structure, and monitor investments globall...
  • 1 Month Ago

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Program Manager Support- Sr Acquisition (#1790)
  • Sr Acquisition (#1790) - COMPASS, Inc.
  • Springfield, VA FULL_TIME
  • Position Title: Sr. Program Manager—Acquisition (#1790) Location: Springfield, VA Clearance Required: Top Secret/SCI Overall Assignment Description: Provide Acquisition Program Management to a Governm...
  • 2 Months Ago

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Operations Manager
  • Empire Portfolio Group
  • Vienna, VA FULL_TIME
  • Benefits:401(k)Competitive salaryFlexible scheduleHealth insurancePaid time offTraining & developmentVision insuranceWellness resourcesLive your passion and change lives by joining the most successful...
  • 7 Days Ago

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Operations Manager
  • Empire Portfolio Group
  • Great Falls, VA FULL_TIME
  • Benefits:401(k)Competitive salaryFlexible scheduleHealth insurancePaid time offTraining & developmentVision insuranceWellness resourcesOperations Manager: Role, Expectations, and ResponsibilitiesWho w...
  • 7 Days Ago

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Senior Financial Advisor
  • Baystate Financial
  • Wellesley, MA
  • About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
  • 6/11/2024 12:00:00 AM

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Treasurer
  • Noble Credit Union
  • Fresno, CA
  • Noble Credit Union has grown and expanded over the years as they strive to better serve the needs of communities in Cali...
  • 6/11/2024 12:00:00 AM

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Finance & Administration Senior Director (on-site)
  • LTD GLOBAL, LLC
  • Burlingame, CA
  • Job Description Job Description About the organization A nonprofit organization dedicated to animal welfare and the prot...
  • 6/11/2024 12:00:00 AM

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Family Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/10/2024 12:00:00 AM

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Office Manager
  • YMR
  • Jupiter, FL
  • Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
  • 6/9/2024 12:00:00 AM

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Senior Investment Analyst
  • W.R. Berkley Corporation
  • Bridgeport, CT
  • Finance: W.R. Berkley Corporation (Greenwich, CT) seeks Senior Investment Analyst with BS in finance, business administr...
  • 6/9/2024 12:00:00 AM

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Cash Investment Portfolio Manager - Trader - Executive Director
  • JPMorgan Chase
  • New York, NY
  • The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
  • 6/8/2024 12:00:00 AM

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Portfolio Manager
  • The Anderson Search Group
  • Las Vegas, NV
  • The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
  • 6/7/2024 12:00:00 AM

Virginia (/vərˈdʒɪniə/ (listen)), officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States located between the Atlantic Coast and the Appalachian Mountains. Virginia is nicknamed the "Old Dominion" due to its status as the first English colonial possession established in mainland North America and "Mother of Presidents" because eight U.S. presidents were born there, more than any other state. The geography and climate of the Commonwealth are shaped by the Blue Ridge Mountains and the Chesapeake Bay, which provide habitat for much of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$183,906 to $293,826

Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020