Portfolio Strategy Manager - PMO
Yesterday• Malvern, PA
Core Responsibilities:
- Interpersonal skills: You need excellent relationship-building skills to gain trust, in order to persuade and influence senior leaders daily.
- Financial acumen: You should have a solid understanding of the annual planning process and the impacts of staffing decisions on an IT portfolio.
- Problem solving capabilities: Highly developed analytical and problem-solving skills.
- Conceptual thinking skills: Strong intellectual capacity and conceptual thinking capability.
- Reporting skills: Strong forecasting and management report skills, including KPI and OKR analysis.
- Financial forecasting experience: Participates in all forecasting, budgeting, and reporting cycles including the long-term strategic plan. Provides financial support for changing business objectives and goals.
- Interpersonal skills: Establishes and maintains close working relationships with management and appropriate crew to continually enhance their understanding of financial and labor market trends.
- Continuous improvement mindset: Works to identify opportunities to improve the delivery of financial and staffing services to internal clients and implements procedural changes, as needed.
Qualifications:
- 5 years related work experience. 2 years of managing a project preferred.
- Financial Services and function-specific experience preferred.
- Experience with workforce management, 3rd party vendors, planning, budgeting, reconciliation, etc...
- Experience with managing a large budget
- Experience with Excel is mandatory
Preferences:
- Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
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Client-provided location(s): Malvern, PA
Job ID: Vanguard-175154
Employment Type: FULL_TIME
Posted: 2026-04-09T00:27:31
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Reimbursement Account
- Fitness Subsidies
- On-Site Gym
- HSA With Employer Contribution
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Mental Health Benefits
- Virtual Fitness Classes
- Pet Insurance
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Flexible Work Hours
- Hybrid Work Opportunities
Office Life and Perks
- Company Outings
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- On-Site Cafeteria
Vacation and Time Off
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Volunteer Time Off
- Leave of Absence
Financial and Retirement
- Relocation Assistance
- Performance Bonus
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
- Profit Sharing
Professional Development
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Tuition Reimbursement
- Internship Program
- Lunch and Learns
- Leadership Training Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
- Employee Resource Groups (ERG)
Company Videos
Hear directly from employees about what it is like to work at Vanguard.