To apply, please email a copy of your most recent resume to hr@calanoandassociates.com
Security Clearance Required: ACTIVE SECRET CLEARANCE
Job Overview:
We are seeking a highly skilled and experienced Senior IT Portfolio Manager to join our team. As a Senior IT Portfolio Manager, you will be responsible for managing investment portfolios, developing investment strategies, and overseeing asset allocation to ensure optimal financial performance. The ideal candidate will have a deep understanding of financial markets, investment products, and risk management principles, with a strong track record of achieving financial goals.
Responsibilities:
- Serves as subject matter expert (SME), possessing in-depth knowledge of IT management, mission driven IT governance and Federal IT portfolio management.
- Manage individual and institutional investment portfolios while conducting in-depth market research, analyze trends, and recommend adjustments to portfolios.
- Develop/implement tailored investment strategies based on client objectives and market conditions and utilize qualitative and quantitative analysis in asset allocation.
- Maintain client relationships by providing regular updates and address any concerns/questions by preparing and delivering comprehensive portfolio performance reports to highlight investment rationale and performance metrics.
- Continuously assess and manage risk exposure across portfolios to ensure they align with the client’s risk profile, while recommending appropriate risk mitigation strategies to protect investments.
- Expert knowledge of federal policies for Capital Planning and Investment Control (CPIC) including:
- Technology Business Management (TBM) and EPLC requirements to support the IT Investment Portfolio.
- Ensure ongoing compliance with GAO, OMB, and HHS.
- Provide technical knowledge and analysis of highly specialized applications and operational environments.
- High-level functional systems analysis, design, integration, documentation and implementation advice on exceptionally complex problems that need extensive knowledge of the subject matter for effective implementation.
Qualifications:
- Bachelor’s degree in Finance, Economics, or related field (Master’s or MBA preferred)
- 8+ years of related experience in technology strategy and portfolio management.
- Active Secret Clearance
- CFA (Chartered Financial Analyst) designation preferred
- Knowledge of financial markets, investment products, and portfolio construction.
- Expertise in financial modeling and analysis.
- Strong proficiency in portfolio management software tools (i.e.: Bloomberg, Morningstar, etc.)
- Strong analytical, problem-solving, and communication skills.
Work Location: Hybrid remote in Bethesda, MD 20817
To apply, please email a copy of your most recent resume to hr@calanoandassociates.com
