Portfolio Management Senior Associate

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.

The Portfolio Management function connects enterprise strategy, business priorities, investment planning and execution to help DTCC make informed decision, manage trade-offs and deliver measurable value.

Pay and Benefits:

• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Pension / Retirement benefits
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).

The Impact you will have in this role

The Senior Associate, Portfolio Management supports the enterprise “front door” advisory model through portfolio analysis, planning coordination, prioritization support and value realization tracking. Working with Portfolio Management leadership and partners across Business, Technology, Finance and Risk, this individual contributor independently manages assigned analyses and deliverables within established processes, validates portfolio information and prepares insights that support investment decisions.

The Senior Associate helps maintain portfolio health visibility, monitors risks, dependencies and expected benefits, and escalates issues requiring leadership attention. The role contributes to execution discipline and informed decisions on funding, capacity, risk and value without responsibility for managing a team or approving enterprise investment priorities.

• Specific Responsibilities
• Manage assigned portfolio deliverables and analyses, coordinate stakeholder inputs, track commitments and escalate obstacles to timely completion.
• Support portfolio intake and front-door advisory activities by gathering information, checking submission completeness and coordinating reviews using established criteria and processes.
• Analyze initiative alignment to enterprise strategy, business priorities, risk appetite, capacity and financial objectives, documenting gaps and findings for review.
• Monitor assigned portfolio information, including milestones, expected benefits, delivery risks and business outcomes; follow up with initiative owners and escalate variances or data gaps.
• Coordinate assigned annual planning activities, consolidate demand, funding and resource capacity inputs, and prepare analyses and materials for prioritization and leadership reviews.
• Support recurring portfolio reviews by preparing agendas and reporting, documenting risks, issues, dependencies and decision needs, and tracking actions through closure.
• Maintain portfolio dashboards and established KPI and OKR measures, validate underlying data, track value realization and identify trends requiring further analysis or attention.
• Perform investment and scenario analyses using established criteria across strategy, value, risk, capacity and funding; summarize trade-offs and draft recommendations for leadership review.
• Review plans, business case assumptions, risk updates and portfolio forecasts for completeness and consistency; raise questions and coordinate resolution of discrepancies with relevant owners.
• Collaborate with Business, Technology, Finance, Risk and delivery teams to gather and reconcile portfolio inputs, prepare clear decision-support materials and identify practical improvements to reporting and coordination.

Qualifications:

• Minimum of 5 years of related experience in portfolio management, PMO/EPMO, business management, strategy execution, investment planning or a related discipline, including experience performing analysis, coordinating cross-functional inputs and independently delivering assigned work.
• Bachelor’s degree required or equivalent experience.

Specific Qualifications

• Experience supporting portfolio or initiative analysis across operational ("Run"), business growth ("Grow"), or strategic transformation ("Transform") initiatives, with an understanding of strategic alignment, investment priorities, risk and value realization.
• Ability to organize and independently complete assigned work, manage competing deadlines and coordinate contributions from stakeholders without direct authority.
• Working knowledge of portfolio planning, prioritization, annual planning, intake and demand management, with experience supporting planning cycles or portfolio reviews.
• Ability to relate initiative objectives, funding, capacity, risks and expected outcomes, and organize relevant information into clear analyses for decision support.
• Working knowledge of business cases, benefits realization, KPI/OKR tracking, ROI/NPV concepts and resource, demand and capacity management; ability to apply established methods to validate inputs and support analysis.
• Strong written and verbal communication skills, including the ability to summarize findings, prepare concise presentations, facilitate working discussions and follow up on actions.
• Strong analytical skills and attention to detail, with the ability to reconcile portfolio data, identify trends and inconsistencies, ask constructive questions and develop evidence-based findings and draft recommendations.
• Experience collaborating across business, technology, finance, risk or delivery teams; familiarity with regulated environments and the importance of accurate reporting, documented controls and timely escalation.
• Professional certification, certification in progress, or relevant coursework or formal studies in portfolio management, program management, project management, Agile delivery, business analysis or a related discipline preferred.
• Proficiency with Microsoft Office tools; experience with project or portfolio management tools such as Planview preferred.

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Finance is one organization composed of ten functions forming the financial backbone of DTCC, leaders who stand at the forefront of DTCC's competitive endeavors across the globe. From accountants and financial analysts to internal consultants and workplace designers, the CFO Organization employs diverse individuals who work together to help make DTCC a global leader in the financial services industry.

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC’s subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at www.dtcc.com or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you’ll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It’s the chance to make a difference at a company that’s truly one of a kind.

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