Portfolio Manager 2

$108,160 - $108,160/Yr

Russell Tobin - Beaverton, OR

Full-time - Mid Level

Beaverton, OR

Administrative and Support Services

About the position

The Portfolio Manager 2 position at Russell Tobin involves overseeing and enhancing the efficiency of portfolio management activities for the AIC DC and NSRL team. The role focuses on operational excellence, supporting the portfolio management team through effective communication, coordination, and process improvement. This position is critical for ensuring seamless information flow and operational efficiency within the team and across departments.

Responsibilities

• Act as a key point of contact between portfolio managers to ensure timely and effective communication.
• Provide regular updates and reports to managers and team members.
• Ensure clear and proactive communication across all operational activities.
• Coordinate with multiple teams to ensure smooth execution of daily portfolio operations.
• Assist in the preparation of operational documentation and materials for meetings, ensuring clarity and completeness.
• Proactively identify and address bottlenecks in operational processes, working closely with teams to resolve issues.
• Develop and implement process improvements that enhance communication and workflow efficiency within the team and across departments.
• Organize regular feedback sessions with internal teams to identify areas for operational enhancement.

Requirements

• Bachelor's degree in business, Communications, Finance, or a related field.
• 5 - 10 years of experience in an operational, client-facing, or support role within a financial or business setting.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Comfortable working in ambiguous or changing environments.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and meet deadlines.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to collaborate effectively with diverse teams and maintain positive relationships with external stakeholders.

Nice-to-haves

• Experience with Airtable or similar project management tools.
• Experience in a client services or operations role with a focus on communication.
• Familiarity with portfolio management data tools (helpful but not required).
• A proactive approach to problem-solving with strong interpersonal skills.

Benefits

• Comprehensive healthcare coverage (medical, dental, and vision plans)
• Supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity)
• 401(k) retirement savings
• Life & disability insurance
• Employee assistance program
• Identity theft protection
• Legal support
• Auto and home insurance
• Pet insurance
• Employee discounts with some preferred vendors