Portfolio Management Senior Associate

Job Description

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 communityand 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 Client Interfaces Portfolio Delivery Manager is responsible for driving delivery excellence, governance, planning, and operational transparency across the Client Interfaces portfolio. This role partners closely with Product Managers, Product Owners, Engineering Leads, Tribe Leadership, EPMO, Finance, and key stakeholders to ensure initiatives are effectively planned, governed, tracked, and delivered.

The successful candidate combines strong portfolio management expertise with working knowledge of machine-to-machine client interaction technologies, including APIs, messaging, streaming, file transfer, connectivity, onboarding, and client integration platforms. The individual serves as a trusted advisor to leadership, ensuring portfolio investments translate into measurable outcomes while maintaining compliance with enterprise governance and delivery standards.

The role also serves as the primary liaison between the EPMO lead and Client Interfaces Platform, coordinates platform-wide planning and leadership reporting, and provides the Tribe Lead and Product Management team with actionable portfolio insights and recommendations.

Your primary responsibilities:

Portfolio Governance & Delivery Management

• Coordinate the operational management of the Client Interfaces portfolio across initiatives and products, in partnership with Product Managers and delivery leads.
• Maintain transparency into initiative and portfolio financial reporting, including forecasts, investment performance, variances, and supporting explanations.
• Facilitate quarterly business reviews (QBRs), operating reviews, and executive status reporting.
• Establish and maintain portfolio-level KPIs, OKRs, and delivery metrics.
• Ensure alignment between funding, initiative objectives, milestones, and delivered outcomes.
• Identify, assess, and escalate portfolio-level risks, issues, and dependencies, working with accountable owners to define mitigation actions and paths to resolution.

Planning & EPMO Engagement

• Serve as the primary liaison between the EPMO lead and Client Interfaces Platform, coordinating requests, deliverables, and follow-up actions.
• Lead the coordination of platform-wide planning events, including Sprint 0 and Quarterly Planning.
• Coordinate with EPMO and Delivery Excellence teams to ensure adherence to enterprise delivery standards.
• Coordinate governance and investment reviews, including enterprise governance forums, portfolio health assessments, and other gated reviews.
• Partner with Product Managers and Product Owners to confirm initiative readiness and maintain portfolio roadmaps and dependency views.
• Communicate relevant EPMO framework, process, and reporting changes to Client Interfaces stakeholders.

Delivery Operations

• Create and maintain RACI models, operating procedures, governance frameworks, and delivery playbooks.
• Monitor milestone performance, dependency health, and execution risks.
• Facilitate cross-team coordination for strategic initiatives.
• Support investment planning, business cases, staffing assumptions, and annual planning activities.
• Partner with Finance and initiative leads to support financial forecasting, investment tracking, and explanation of material variances.
• Provide portfolio transparency through dashboards and executive reporting.
• Track key decisions and actions from planning, leadership, and governance forums through completion.

Executive Communications

• Prepare materials for senior leadership reviews.
• Coordinate recurring leadership reporting, including Quarterly Business Reviews, weekly Enterprise Services leadership updates, Squad Delivery Efficacy scores, and other portfolio-level updates.
• Aggregate and synthesize information from across the portfolio so reporting drafts are accurate, consistent, and ready for Product Management review.
• Develop portfolio scorecards, executive summaries, and leadership-ready updates.
• Present portfolio performance, risks, financial position, and strategic recommendations to leadership.
• Translate technical delivery information into business-focused messaging.
• Serve as a trusted advisor to the Tribe Lead by providing objective analysis, constructive challenge, and thought leadership on portfolio priorities, risks, and delivery effectiveness.

Client Interfaces Domain Responsibilities

• Develop and maintain sufficient knowledge of the Client Interfaces ecosystem to understand portfolio priorities, dependencies, risks, and business outcomes, including:
• Client connectivity & onboarding (Connectivity Database & Insights, Orchestration Engine, Messaging, Files)
• Digital Access & API Enablement (API Marketplace, Apigee)
• Cyber Resilience & Recovery (Client Connectivity Profiling, Disconnect/Reconnect Capabilities, Contingent Secure Gateway, Network Connectivity)
• Client Communications & Data Exchange (SWIFT, FIX, MQ, Kafka, SFTP)
• Network Connectivity Services (SMART, TNS, IGN, ANIRA)

Qualifications:

Required

• 5+ years of experience in portfolio, program, delivery, product operations, or related technology management functions.Experience coordinating multiple complex, cross-functional technology initiatives and supporting portfolio-level financial management.
• Bachelor's degree preferred or equivalent experience

Preferred

• Financial services industry experience.
• Experience supporting regulatory, operational resiliency, or infrastructure modernization programs
• Experience working with EPMO, technology governance, or enterprise delivery standards.
• Experience coordinating quarterly planning, business cases, financial reviews, or investment governance.
• PMP, PgMP, SAFe, Agile, or equivalent certifications is a plus

Talents needed for success:

• Proven experience working within Agile and product-centric delivery organizations.
• Demonstrated success driving large-scale cross-functional initiatives.
• Experience preparing portfolio reporting, financial updates, governance materials, and leadership communications.

Domain Knowledge

• Working knowledge of machine-to-machine integration platforms and client connectivity technologies.
• Familiarity with APIs, messaging middleware, file transfer, streaming platforms, and enterprise integration patterns.
• Familiarity with software development lifecycle and Agile delivery practices.
• Ability to understand portfolio interdependencies and translate delivery information into business and financial implications.

Governance & Tools

• Portfolio management platforms
• Investment governance processes
• Jira
• OKR management
• Financial forecasting and investment tracking
• Financial reporting and variance analysis
• Risk, issue, and dependency management
• Executive dashboard development
• Portfolio planning and gated governance reviews

Critical Success Measures

• Deliver portfolio transparency across Client Interfaces initiatives, including milestones, financials, risks, dependencies, and delivery health.
• Improve milestone predictability and execution confidence.
• Maintain accurate financial reporting and effectively manage forecast variances.
• Reduce governance and reporting burden for Product Managers.
• Execute effective Sprint 0 and Quarterly Planning events.
• Establish clear ownership and accountability through RACIs and operating models.
• Provide leadership with actionable insights and risk visibility.
• Improve alignment between strategy, funding, delivery, and business outcomes.
• Foster a strong partnership between Client Interfaces Platform and EPMO.
• Serve as a trusted advisor to the Tribe Lead and Product Management team.

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 Team

Enterprise Services comprises of multiple business platforms including Client Services, Global Business Operations, Business Architecture, Data Strategy and Analytics, and Digital Services, which report into the Chief of Enterprise Services.

These grouped platforms enable the business to optimize delivery for clients, generate efficiencies and resilience, and enable consistency in the business digitization strategy, processes and end-to-end best practices.

Client-provided location(s): Dallas, TX, Jersey City, NJ

Job ID: DTCC-215048

Employment Type: FULL_TIME

Posted: 2026-10-16T20:47:16