Portfolio Management Senior Associate

Posted One Month Ago
Be an Early Applicant
3 Locations
In-Office
Senior level
Financial Services
The Role
Supports enterprise portfolio governance by preparing executive forums, coordinating committee readiness, maintaining decision and action logs, tracking escalations, and consolidating portfolio risks, issues, dependencies, and blockers. Translates complex program information into executive-ready decisions and recommendations, improves reporting standards, and partners across business, technology, risk, finance, and delivery teams to strengthen accountability and decision quality.
Summary Generated by Built In

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're 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.

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, Enterprise Portfolio Office Governance Execution & Decision Enablement, supports the governance operating cadence and decision enablement routines that convert portfolio and program information into clear decisions, ownership, escalation paths and follow-through. The role helps run efficient executive governance forums, coordinate committee readiness, strengthen decision quality, maintain action and decision records, and provide consolidated visibility into risks, issues, dependencies and blockers across the enterprise portfolio.
 

Your Primary Responsibilities:
•    Support the execution of enterprise governance forums through crisp agendas, pre-reads, decision asks, materials, meeting outcomes and post-forum communications.
•    Coordinate committee readiness activities, including submission calendars, content standards, review cycles, readiness checks and follow-up with initiative and program teams.
•    Maintain action, escalation, decision record and follow-through routines to ensure decisions are clearly documented, owners are identified and next steps are tracked to closure.
•    Help translate complex portfolio and program topics into clear decision points, options, impacts, risks and recommended escalation pathways.
•    Provide consolidated visibility into risks, issues, dependencies, blockers and change control items requiring governance attention or leadership decisions.
•    Partner with Portfolio Advisory and Standards, Controls, Data & Continuous Improvement teams to strengthen input quality, reporting consistency and executive material standards.
•    Support rationalization of forums, meetings and reporting routines to reduce administrative burden while improving decision quality, accountability and transparency.
•    Prepare regular program and portfolio status updates, insights and recommendations for senior leadership and key stakeholders in coordination with portfolio partners.
 

Leadership Expectations:
•    Champion Inclusion: Embrace Individual differences and create an environment of support, belonging and trust. Invite every voice, every day.
•    Communicate Clearly: Listen to understand, ask questions for clarity and deliver messages with purpose. Be intentional to ensure your message is understood
•    Instill Ownership: Ensure accountability, manage execution, and mitigate risk to deliver results. Be proactive to make a positive impact.
•    Inspire Growth: Develop yourself and others through coaching, feedback and mentorship to meet career goals. Build capabilities of others, strengthen our organization.
•    Propel Change: Think critically, respectfully, challenge, and create innovative ways to drive growth. Be bold and challenge to make things better.

Qualifications
•    Bachelor's degree preferred or equivalent experience
•    Minimum of 4 years of related experience in portfolio management, PMO/EPMO, governance, program delivery, business management, strategy execution or a related discipline

Talents Needed for Success
•    Experience supporting executive committees, governance forums, portfolio councils, executive-level workflows or senior management review routines.
•    Strong organizational skills with experience managing calendars, agendas, materials, decision logs, action trackers, escalations and follow-through routines.
•    Ability to synthesize complex program and portfolio information into clear decision points, options, risks, dependencies and executive-ready communications.
•    Working knowledge of risk, issue, dependency, change control and portfolio health reporting practices.
•    Demonstrated ability to collaborate across business, technology, risk, finance and delivery teams in a complex organization.
•    Proficiency with Microsoft Office tools; experience with project or portfolio management tools such as Planview and JIRA 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.
About Us
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.

Learn more about Clearance and Settlement by clicking here.

About the TeamFinance 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.

Skills Required

  • Bachelor's degree or equivalent experience
  • At least 4 years of related experience in portfolio management, PMO/EPMO, governance, program delivery, business management, strategy execution, or a related discipline
  • Experience supporting executive committees, governance forums, portfolio councils, executive workflows, or senior management review routines
  • Strong organizational skills, including managing calendars, agendas, materials, decision logs, action trackers, escalations, and follow-through routines
  • Ability to synthesize complex program and portfolio information into clear decision points, options, risks, dependencies, and executive communications
  • Working knowledge of risk, issue, dependency, change control, and portfolio health reporting practices
  • Ability to collaborate across business, technology, risk, finance, and delivery teams
  • Proficiency with Microsoft Office tools
  • Experience with Planview and JIRA

The Depository Trust & Clearing Corporation (DTCC) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Depository Trust & Clearing Corporation (DTCC) and has not been reviewed or approved by The Depository Trust & Clearing Corporation (DTCC).

  • Healthcare Strength — Medical, dental, and vision coverage are comprehensive and include mental health support, in-network preventive care, and company-supported HSA/FSA options. Company HSA contributions plus life, AD&D, and disability coverage further reinforce depth of protection.
  • Retirement Support — A 401(k) with company matching and references to pension-related benefits provide meaningful long-term savings support. Charitable contribution matching and financial-planning resources complement the core retirement offerings.
  • Parental & Family Support — Generous parental leave, adoption assistance, childcare benefits, and dependent care FSAs indicate strong support for families. Back-up care and specialized family health programs are highlighted as part of the package.

The Depository Trust & Clearing Corporation (DTCC) Insights

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The Company
HQ: Jersey City, NJ
5,075 Employees
Year Founded: 1973

What We Do

With over 45 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 21 locations around the world, DTCC, through its subsidiaries, automates, centralizes and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm simplifies the complexities of clearing, settlement, asset servicing, data management, data reporting and information services across asset classes, bringing increased security and soundness to financial markets. In 2021, DTCC’s subsidiaries processed securities transactions valued at nearly U.S. $2.4 quadrillion. Its depository provides custody and asset servicing for securities issues from 177 countries and territories valued at U.S. $87.1 trillion. DTCC’s Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes 16 billion messages annually. To learn more, please visit us at www.dtcc.com.

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