Invest & Operate Portfolio Manager
Listed on 2026-09-27
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Business
Operations Management, Change Management, Business Analyst, Business Systems & Technology Analysis
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America) Job Grade: 112 Please review the following job description
Consolidates Operate, Discretionary, and integrated portfolio analysis into a single management function — overseeing prioritization, governance, and delivery of business-as-usual (run-the-bank) work, the largest recurring spend category and source of most self-funding levers. Manages intake, evaluation, and governance of transformation and discretionary funding requests, and provides integrated analysis, reporting, and decision support across the Risk & Regulatory, Operate, Core Technology, and Discretionary portfolios.
** Please note that for this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)
** Please also note that candidates must be located in
* or* willing to self-relocate to one of the following locations:
Charlotte, NC or Atlanta, GA. Truist has 'in office' requirements that must be honored.
- Leads the execution of larger technology projects, coordinating operational activities to ensure efficiency, reliability, and alignment with business objectives.
- Identifies, designs, and implements process and technology improvements to enhance operational workflows within area of responsibility.
- Collaborates with cross-functional teams to align business operations with technology strategies and organizational goals.
- Analyses and reports on performance metrics to drive continuous operational improvements.
- Executes on operational technology strategies and initiatives to support business objectives.
- Integrates innovative solutions to improve business outcomes and operational effectiveness.
- As applicable, drives strategic alignment and operational excellence by guiding key external partnerships and leading cost-optimization efforts that enhance financial performance and support organizational objectives.
- Ensures compliance with organizational policies, regulatory requirements, and risk management standards.
- Communicates operational status, risks, and improvement plans to senior stakeholders and leadership.
- Provides coaching, guidance, and leadership to junior team members and supports their professional development.
Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor’s degree or equivalent education, training, and work-related experience.
- Minimum of 7 years of relevant experience in business operations or related professional roles.
- Strong knowledge of business processes, technology applications, and operational management.
- Proficiency in standard office software (e.g., Microsoft Office).
- Bachelor’s degree in business administration, finance, technology, or related field.
- Experience managing run-the-bank (Operate) and discretionary/transformation portfolios, including intake, prioritization, and funding governance.
- Familiarity with integrated portfolio analysis and reporting tools (e.g., Power BI portfolio metrics, investment and demand governance forums).
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be…
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