Senior Portfolio Manager

The Portfolio Manager Specialist is responsible for supporting the development, implementation, and management of investment or project portfolios. Your role will involve analyzing portfolio performance, aligning investments with strategic goals, optimizing resource allocation, and ensuring risk-adjusted returns. You will work closely with analysts, project managers, clients, and senior leadership to provide insights and drive portfolio success. Drive consistent revenue growth and ensure healthy ROI through optimized operations and lead conversions. Manage and mentor a diverse team across multiple verticals including RMs, Insurance Advisors, and Investment Specialists to deliver strong individual and departmental performance. Ensure timely handling of digital and offline leads with a focus on conversion, accountability, and process excellence. Maintain strategic relationships with important product to offer a competitive and compliant product portfolio. Standardize workflows, ensure use of CRM/tools, and maintain high-quality service with strict adherence to regulations. Foster a performance-driven, ethical, and collaborative work culture with regular coaching, reviews, and recognition initiatives. Drive wallet share growth through coordinated cross-selling strategies and inter-departmental synergy. Qualifications: - Bachelor's degree in Finance, Business, Economics, Engineering, or related field; Master's degree or MBA preferred. - 8-12 years of experience in portfolio management, investment management, or project/program oversight. - Advanced financial modeling, valuation, or project management skills. - Strong analytical, strategic thinking, and leadership skills.,