Director of Portfolio Management

Company Description Patrician Financial Company is a banking organization headquartered in Bethesda, Maryland, United States. The company focuses on providing financial services and solutions to a diverse range of clients. Team members work in a professional environment that emphasizes integrity, risk management, and long-term client relationships. Employees are encouraged to contribute to strategic initiatives that support sustainable growth and portfolio performance. The organization values collaboration, transparency, and sound financial stewardship.
Role Description The Director of Portfolio Management is a full-time remote role responsible for overseeing and optimizing the company’s portfolio of financial products and initiatives. This role includes leading portfolio strategy, monitoring performance, and ensuring alignment with organizational goals and risk appetite. Day-to-day tasks involve analyzing portfolio data, prioritizing projects and programs, coordinating with finance and business leaders, and preparing reports and recommendations for senior management. The Director will establish and maintain portfolio governance standards, manage resource allocation across projects, and support decision-making through clear, data-driven insights. The role also requires collaboration with cross-functional teams to improve processes, enhance returns, and maintain compliance with relevant regulations and policies.
Qualifications
Candidates should possess strong Analytical Skills to interpret financial and portfolio data, identify trends, and support strategic decisions.
Candidates should possess Program Management and Project Portfolio Management skills to oversee initiatives, manage priorities, and ensure portfolio governance.
Candidates should possess Finance and Portfolio Management skills to guide investment decisions, manage risk, and optimize portfolio performance.
Relevant experience in banking or financial services, including leadership in portfolio or program management functions.
Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or professional certifications (e.g., CFA, PMP) are beneficial.
Strong communication and stakeholder management skills, with the ability to work effectively in a remote, collaborative environment.
Proficiency with portfolio management tools, financial modeling, and standard office productivity software.

Work arrangement
Yes