IMPORTANT: This Advertiser has requested that applicants MUST be National Residents / Valid Work Permit-holders. Other applicants need not apply.
Under general direction, the Portfolio Manager is responsible for the setup and ongoing management of portfolio level client contract deliverables. This position aggregates contractual budget and performance metric information from all programs for each client, sets up the necessary tracking and reporting framework, and uses that framework to communicate and help manage WECC's performance against the contract requirements. The Portfolio Manager serves as a high-level program subject matter expert, helping Client Services Directors ensure the right mix of programs are introduced to clients based on the stated client requirements.
PRIMARY & ESSENTIAL RESPONSIBILITIES:
1. Manage the cross-program portfolios for all of WECC's clients.
a. Utilize WECC reporting systems and input from program staff to ensure invoices submitted to clients are accurate and compliant with contractual requirements.
b. Track actual program expenditures against budgets and notify the appropriate Client Services Director and Program Manager of any variances.
c. Recommend budget shifts between programs if necessary, manage the budget shift process, and maintain accurate records of any shifts.
d. Utilize WECC reporting systems to track overall portfolio performance against goals for each client.
e. Analyze portfolio performance against goals and recommend changes in the program mix if necessary.
f. Monitor contract metrics via the client scorecard and identify and report on any portfolio performance issues.
2. Manage the setup of new clients based on contractual requirements.
a. Support contract negotiations, particularly with respect to budget and reporting requirements.
b. Provide reporting criteria to the WECC reporting and systems teams and ensure the necessary information is collected and report formats are usable.
c. Inform program managers of their assigned contribution to goals and budgets.
d. Lead the testing and verification of report generation for each new contract prior to the first reporting period.
3. Support Clients and the Client Services team with a broad knowledge of WECC programs.
a. Discuss client needs with Client Services Directors and suggest programs that fit client requirements.
b. Help Client Service Directors gather customer requirements.
c. Suggest alternative approaches in response to client requests if appropriate.
4. Provide input to Program Managers and Planners.
a. Contribute to the continuing improvement of WECC's programs by sharing market intelligence gathered while working directly with clients or through the experience of others on the Client Services team.
b. Suggest new programs and services, or otherwise provide planners with market intelligence.
5. Other responsibilities as assigned.
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