DTCC

Portfolio Management Senior Associate

DTCC$95K — $115K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience preferred
  • Minimum of 4 years in portfolio management, PMO/EPMO, governance or strategy execution
  • Experience supporting executive committees and governance forums
  • Strong organizational skills managing schedules and documentation
  • Ability to synthesize complex information into clear decision points
  • Working knowledge of risk and portfolio health reporting practices
  • Proficient in Microsoft Office; familiarity with Planview or JIRA preferred

Responsibilities

  • Support enterprise governance forums with agendas and communication materials
  • Coordinate committee readiness activities including calendars and reviews
  • Maintain documentation of actions, decisions and next steps
  • Translate complex topics into clear decision points and impacts
  • Provide visibility into risks, issues, and change control items
  • Collaborate with various teams to enhance reporting quality
  • Prepare status updates and recommendations for leadership

Benefits

  • Competitive compensation including base pay and annual incentive
  • Comprehensive health and life insurance benefits
  • Pension and retirement benefits
  • Paid time off and personal/family care leave
  • Flexible/hybrid work model combining onsite and remote work
Full Job Description
Job Description

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.

Learn more about Clearance and Settlement by clicking here.

About the Team

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.

About DTCC

The Depository Trust & Clearing Corporation (DTCC) is a financial services company that provides clearing, settlement, and information services for the global financial industry. DTCC was founded in 1999 and is headquartered in New York City. The company operates through subsidiaries that provide services such as trade matching, risk management, and asset servicing. DTCC is owned by its users, which include broker-dealers, banks, and other financial institutions. The company is committed to reducing risk and increasing efficiency in the financial markets.
Learn more about DTCC
Size
4,000 employees
Industry
Founded
1973

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