Description The Portfolio Manager is responsible for managing portfolios for an assigned book of ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Description The Portfolio Manager is responsible for managing portfolios for an assigned book of ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Wealth Portfolio Manager
Glen Allen, VA · On-site
$30.12 - $50.24/hr
The Portfolio Manager is responsible for managing portfolios for an assigned book of business and ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Wealth Portfolio Manager
Glen Allen, VA · On-site
$30.12 - $50.24/hr
The Portfolio Manager is responsible for managing portfolios for an assigned book of business and ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Service Portfolio Manager
Arlington, VA · On-site
$106.30K - $221.10K/yr
The Service Portfolio Manager will manage and maintain the client's Service Portfolio to ensure offerings reflect customer needs and align with program objectives. Analyze service usage and ...
Service Portfolio Manager
Arlington, VA · On-site
$106.30K - $221.10K/yr
The Service Portfolio Manager will manage and maintain the client's Service Portfolio to ensure offerings reflect customer needs and align with program objectives. Analyze service usage and ...
Service Portfolio Manager
Arlington, VA · On-site
$221.10K/yr
The Service Portfolio Manager will manage and maintain the client's Service Portfolio to ensure offerings reflect customer needs and align with program objectives. Analyze service usage and ...
Service Portfolio Manager
Arlington, VA · On-site
$221.10K/yr
The Service Portfolio Manager will manage and maintain the client's Service Portfolio to ensure offerings reflect customer needs and align with program objectives. Analyze service usage and ...
Associate Portfolio Manager - Wealth Management
Richmond, VA · On-site
$66K - $76K/yr
About the Role As the Associate Portfolio Manager, you'll support the investment team throughout ... bonus program for eligible roles, paid time off, comprehensive medical, dental, and vision ...
Associate Portfolio Manager - Wealth Management
Richmond, VA · On-site
$66K - $76K/yr
About the Role As the Associate Portfolio Manager, you'll support the investment team throughout ... bonus program for eligible roles, paid time off, comprehensive medical, dental, and vision ...
Senior Portfolio Manager
Reston, VA · On-site
Job Title Senior Portfolio Manager Opportunity DIA - 7 Job Type Full-time Location Reston, VA US ... plan and program management performance criteria. Support on-site quality control, review and ...
Senior Portfolio Manager
Reston, VA · On-site
Job Title Senior Portfolio Manager Opportunity DIA - 7 Job Type Full-time Location Reston, VA US ... plan and program management performance criteria. Support on-site quality control, review and ...
Submitted candidates must reside in EST zone to be considered Our direct client has an opening for an Program or Portfolio Manager rec 800311 This contract is up to 13 months, and the client is in ...
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Submitted candidates must reside in EST zone to be considered Our direct client has an opening for an Program or Portfolio Manager rec 800311 This contract is up to 13 months, and the client is in ...
Credit Portfolio Manager III
Richmond, VA · On-site
$52.02 - $86.80/hr
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III
Richmond, VA · On-site
$52.02 - $86.80/hr
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
New
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
New
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Portfolio Manager, Federal
VA · On-site +1
Portfolio Manager - Federal IT Location: DC Metro / Remote Company: Hitachi Federal The Role ... Lead program reviews, providing updates on progress, risks, and performance * Conduct readiness ...
Portfolio Manager, Federal
VA · On-site +1
Portfolio Manager - Federal IT Location: DC Metro / Remote Company: Hitachi Federal The Role ... Lead program reviews, providing updates on progress, risks, and performance * Conduct readiness ...
Deputy Portfolio Program Manager
Arlington, VA · On-site
$134.20K/yr
Everforth ECS is seeking a Deputy Portfolio Program Manager to work a hybrid role in Arlington, VA . Everforth ECS is seeking a highly motivated and strategic Deputy Portfolio Program Manager to ...
Deputy Portfolio Program Manager
Arlington, VA · On-site
$134.20K/yr
Everforth ECS is seeking a Deputy Portfolio Program Manager to work a hybrid role in Arlington, VA . Everforth ECS is seeking a highly motivated and strategic Deputy Portfolio Program Manager to ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective ... program. General information on our comprehensive benefits package can be found by visiting We are ...
... plan and program management performance criteria. Support on-site quality control, review and ... portfolio, investment management and Capital Planning and Investment Control (CPIC) process, and ...
... plan and program management performance criteria. Support on-site quality control, review and ... portfolio, investment management and Capital Planning and Investment Control (CPIC) process, and ...
Senior Portfolio Manager
Reston, VA · On-site
Job Title Senior Portfolio Manager Opportunity DIA - 7 Job Type Full-time Location Reston, VA US ... plan and program management performance criteria. Support on-site quality control, review and ...
Senior Portfolio Manager
Reston, VA · On-site
Job Title Senior Portfolio Manager Opportunity DIA - 7 Job Type Full-time Location Reston, VA US ... plan and program management performance criteria. Support on-site quality control, review and ...
Senior Portfolio Manager
Reston, VA · On-site
... plan and program management performance criteria. Support on-site quality control, review and ... portfolio, investment management and Capital Planning and Investment Control (CPIC) process, and ...
Senior Portfolio Manager
Reston, VA · On-site
... plan and program management performance criteria. Support on-site quality control, review and ... portfolio, investment management and Capital Planning and Investment Control (CPIC) process, and ...
Portfolio Manager - Networks/UC
Hampton, VA · On-site
$120K - $130K/yr
The selected candidate will receive direct tasking from the Program Management Office (PMO) and ... Key Responsibilities Portfolio & Requirements Management * Manage a portfolio encompassing ...
Portfolio Manager - Networks/UC
Hampton, VA · On-site
$120K - $130K/yr
The selected candidate will receive direct tasking from the Program Management Office (PMO) and ... Key Responsibilities Portfolio & Requirements Management * Manage a portfolio encompassing ...
Program Portfolio Manager information
What are the key skills and qualifications needed to thrive as a Program Portfolio Manager, and why are they important?
How does a Program Portfolio Manager typically collaborate with project managers and executive leadership?
What are Program Portfolio Managers?
What is the difference between Program Portfolio Manager vs Project Manager?
| Aspect | Program Portfolio Manager | Project Manager |
|---|---|---|
| Certifications | PMP, PgMP, PMI-SP | PMP, CAPM |
| Work Environment | Oversees multiple projects and programs at an organizational level | Manages individual projects within scope, budget, and schedule |
| Employer & Industry Usage | Used in large organizations managing multiple initiatives | Common across industries for specific project delivery |
The Program Portfolio Manager focuses on aligning multiple programs with organizational strategy, overseeing a portfolio of projects and programs. In contrast, a Project Manager manages individual projects, ensuring they meet specific objectives. Both roles require similar certifications but differ in scope and strategic impact.

Atlantic Union Bank rating
7.2
Based on 5 frontline employees who took The Breakroom Quiz
96th of 141 rated banks
Job description
The Portfolio Manager is responsible for managing portfolios for an assigned book of business and providing general support for the portfolio manager team
Position Accountabilities
- Manage and monitor portfolios for an assigned book of business.
- Prepare new account and annual Reg 9 reviews.
- Oversee performance reporting for accounts.
- Prepare client meeting summary plan documents and recommendations.
- Monitor accounts for any client investment guideline violations, updates and changes.
- Understand and be able to communicate the current positioning of all firm strategies, recent changes in key holdings or sectors, and investment results relative to benchmarks.
- Responsible for research and analysis for investment products and strategies.
- Support asset management leadership and Senior Portfolio Managers in account management, research and other assigned responsibilities.
- Maintain and enhance investment knowledge through continuing education and development.
- Participate in client meetings or portfolio review calls as requested.
- Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
Organizational Relationship
This position reports to the Deputy Chief Investment Officer.
Position Qualifications
Education & Experience
- Position requires a bachelor degree or higher in finance or related field and a thorough knowledge of stocks, bonds, mutual funds/exchange traded funds.
- 3 to 5 years of experience preferred.
- CFA Level 1 or is preferred, or working towards the designation.
Knowledge & Skills
- Excellent computer skills including Microsoft Excel and Word. Experience with FactSet, Bloomberg and Morningstar is a plus.
- Ability to effectively express ideas orally and in writing, prepare business correspondence, summarize complex reports, write procedures, and interpret complicated policies. Also involves making verbal presentations and recommendations.
- High level problem-solving skills are required; problems are technically complex and require the collection, interpretation, and analysis of data from diverse sources.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
About Atlantic Union Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Richmond, VA, US
Year founded
1902