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Senior Portfolio Strategist Jobs (NOW HIRING)

... Sr. Portfolio Business Analyst is responsible for the effective execution and continuous ... The role partners closely with Portfolio Strategy, Portfolio Data & Analytics, Portfolio Enablement ...

New

CAPTRUST is seeking an experienced Senior Portfolio Integrations Lead to join its Portfolio Strategist team. The Senior Portfolio Integrations Lead will be responsible for managing transition ...

Director, Portfolio Strategy & Private Markets What can you expect: This is a fantastic opportunity ... Working closely with senior Portfolio Management leaders and the Alternatives Investment Director ...

Ensure portfolios remain aligned with investment guidelines, risk tolerances, and strategic ... Partner with senior leadership to frame key discussion points and recommendations for governance ...

Ensure portfolios remain aligned with investment guidelines, risk tolerances, and strategic ... Partner with senior leadership to frame key discussion points and recommendations for governance ...

Senior Portfolio Advisor II

Bonita Springs, FL · On-site

$128K - $129K/yr

The"Senior Portfolio Advisor"helps"high-net-worth individuals and families achieve their financial ... Lead portfolio strategy and management for complex clients"-" Manage"and oversee"investment ...

Ensure portfolios remain aligned with investment guidelines, risk tolerances, and strategic ... Partner with senior leadership to frame key discussion points and recommendations for governance ...

Ensure portfolios remain aligned with investment guidelines, risk tolerances, and strategic ... Partner with senior leadership to frame key discussion points and recommendations for governance ...

Senior Portfolio Advisor II

Atlanta, GA

$131K - $131K/yr

Overview The Senior Portfolio Advisor II is responsible for the management and oversight of ... Analyze and plan overall investment strategy, with continuous revision as goals and objectives ...

Showing results 21-40

Senior Portfolio Strategist information

See salary details

$68K

$102.4K

$145.5K

How much do senior portfolio strategist jobs pay per year?

As of Sep 7, 2026, the average yearly pay for senior portfolio strategist in the United States is $102,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,500.00 and $114,000.00 per year, depending on experience, location, and employer.

What is a senior portfolio strategist?

A Senior Portfolio Strategist is a financial professional who develops, implements, and manages investment strategies for clients or institutions. They analyze market trends, assess risk tolerance, and construct diversified portfolios that align with specific financial goals. Senior Portfolio Strategists often work closely with clients to provide tailored advice and adjust portfolios in response to changing market conditions. Their role requires strong analytical skills, deep knowledge of financial markets, and excellent communication abilities.

What are the key skills and qualifications needed to thrive as a senior portfolio strategist?

To thrive as a Senior Portfolio Strategist, you need deep knowledge of investment strategies, portfolio construction, and risk management, typically supported by a finance degree and often a CFA or similar designation. Expertise in portfolio analytics platforms, financial modeling software, and market research tools is essential. Strong communication, analytical thinking, and client relationship skills set top performers apart in this role. These competencies are crucial for devising effective investment strategies, managing risk, and communicating complex concepts to clients and stakeholders.

How does a senior portfolio strategist typically collaborate with other teams to develop and implement investment strategies?

A Senior Portfolio Strategist works closely with research analysts, portfolio managers, and client relationship teams to design and refine investment strategies that align with client objectives and market trends. Collaboration often involves regular meetings to review performance data, discuss market insights, and adjust asset allocations. Effective strategists also communicate complex investment concepts to both internal teams and clients, ensuring alignment across all parties. This cross-functional teamwork is essential for delivering consistent, high-quality investment outcomes.

What is the difference between Senior Portfolio Strategist vs Portfolio Manager?

AspectSenior Portfolio StrategistPortfolio Manager
ResponsibilitiesDevelops investment strategies, analyzes market trends, advises clientsOversees investment portfolios, makes buy/sell decisions, manages client assets
Required CredentialsTypically requires CFA, advanced finance degrees, experience in strategyOften requires CFA, FINRA licenses, experience in asset management
Work EnvironmentResearch-focused, strategic planning, client advisoryPortfolio oversight, trading, client communication
Industry UsageUsed in investment firms, banks, asset management companiesCommon in mutual funds, hedge funds, private wealth management

The main difference is that a Senior Portfolio Strategist focuses on developing investment strategies and market analysis, while a Portfolio Manager is responsible for executing investment decisions and managing client portfolios. Both roles require similar credentials and often work closely, but their core functions differ in strategic planning versus portfolio oversight.

What cities are hiring for Senior Portfolio Strategist jobs?

Cities with the most Senior Portfolio Strategist job openings:

What are the most commonly searched types of Portfolio Strategist jobs?

The most popular types of Portfolio Strategist jobs are:

What states have the most Senior Portfolio Strategist jobs?

States with the most job openings for Senior Portfolio Strategist jobs include:

Infographic showing various Senior Portfolio Strategist job openings in the United States as of August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $102,447 per year, or $49.3 per hour.

Full-time

Re-posted 18 days ago


Job description

Senior Portfolio Manager

Global Innovation | JBT Marel


Location: Boxmeer (NL),Aarhus (DK), Helsingborg (SE), Gardabaer (IS), Chicago or Lakeland (US)

Build the Future of Portfolio Management at JBT Marel

At JBT Marel, we are transforming the future of food processing technology through innovation, collaboration, and customer-driven development. We are looking for an experienced and hands-on Senior Portfolio Manager to rebuild and further professionalize portfolio management across our global innovation organization. This is a unique opportunity to create a best-in-class portfolio management capability from the ground up. You will work closely with senior innovation and product leaders across our Poultry, Fish, Meat and Prepared Foods divisions, creating visibility, governance and insights that directly influence executive decision-making. If you combine strong analytical capabilities with the ability to build relationships, influence stakeholders and turn complex data into actionable business insights, we would like to hear from you.

The Opportunity

The Senior Portfolio Manager is responsible for setting up and constantly professionalizing JBT Marels portfolio framework and direction both in terms of new product development and product lifecycle management. The Senior Portfolio Manager is responsible for the framework for portfolio related data and ensures availability of core portfolio data on performance through well-organized systems and tools. The role is responsible for a framework around a regular reporting cycle on portfolio performance as well that related systems (e.g., Planview) support the annual reporting cycle. The Senior Portfolio Manager, in strong partnership with the heads of product/innovation in the divisions, makes sure that we are developing the right products, software and services that support JBT Marels growth strategy through a well-balanced development pipeline that meets market demands.

What You'll Do

Portfolio Governance & Analytics

  • Responsible for the portfolio management process in JBT Marel, in close cooperation with all heads of product/innovation across the organization.
  • Create a governance around Portfolio data including developing dashboards and reports that support Portfolio Management.
  • Create a standard for best practices for Portfolio Management, create and validate reports before they are released to a broader business and make sure they are based on reliable and accurate information and in line with the standards.
  • Create insights into the portfolio and spot new opportunities to strengthen the output of the product development process.
  • Mature methods to monitor and review the progress of the overall portfolio.

Systems & Tools

  • Responsible for designing and implementing Planview related programs (new/upgrades) across the organization, e.g. based on an approved business case, structure/project timelines and cost. Coordinate project participants from functions/divisions, distribute activities to team members as needed to secure major milestones.
  • Facilitate portfolio management processes, systems and decision-making.
  • Ensure portfolio data is translated into meaningful dashboards, portfolio views, funnel analyses, gap assessments and executive-level reporting.

Stakeholder Management & Strategic Impact

  • Partner with innovation and product leaders to support portfolio reviews and investment decisions.
  • Apply agility to support re-alignment of the portfolio when circumstances and priorities change.
  • Build strong relationships across divisions and functions, creating alignment and gaining buy-in around portfolio priorities.
  • Enable greater transparency and visibility of innovation activities for senior leadership, including executive stakeholders.

Who You Are

You are a collaborative and influential portfolio professional who enjoys combining strategic thinking with hands-on execution. You are comfortable rolling up your sleeves to create reports, analyse data and develop dashboards yourself, while also building credibility with senior stakeholders across a complex international organisation.

We believe you bring:

  • 10+ years of relevant experience within portfolio management, innovation management, product development or innovation governance.
  • Demonstrated experience establishing portfolio management frameworks, governance and reporting structures.
  • Experience with portfolio management systems, preferably Planview.
  • Strong analytical capabilities and advanced data interpretation skills.
  • Experience with dashboard development, data visualization and business intelligence tools such as Power BI.
  • Ability to translate complex data into compelling business insights and executive-level storytelling.
  • Excellent communication, stakeholder management and influencing skills.
  • Strong listening skills and a collaborative approach to working across functions and cultures.
  • A pragmatic, hands-on mindset with a strong focus on delivering tangible outcomes.

Why Join JBT Marel?

Make a Visible Impact

Build and shape portfolio management capabilities that will influence innovation decisions across the entire organization.

Executive Exposure

Your work will provide insights and reporting that support decision-making at the highest levels of the business.

International Environment

Collaborate with stakeholders across multiple business units, regions and innovation teams worldwide.

Greenfield Opportunity

Create new standards, processes, governance structures and portfolio reporting capabilities where significant development opportunities still exist.

Purpose-Driven Innovation

Help ensure JBT Marel continues to develop the products, software and services that support the future of sustainable food processing.

Interested?

If you are excited by the opportunity to build a world-class portfolio management capability while working with global innovation leaders, we encourage you to apply and become part of JBT Marel's innovation journey.

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