Portfolio Manager

Technology Services team is integral to maintaining the Firm’s overall technology, mobile and desktop devices, and core infrastructure to ensure reliable, secure and efficient operations. Technology Services is a single global operation with representation in each of the Firm’s offices. Additionally, we have shared service centers in Tampa and Manila, supporting a wide range of technologies and operations. In addition to overseeing critical enterprise systems and providing world-class client service to our global user community, we are committed to achieving a balance between new and innovative technologies while constantly ensuring data security and compliance with legal and regulatory standards, resulting in realizing value from the latest developments in technology, such as generative artificial intelligence and cloud computing models, while safeguarding sensitive client information against cyber threats and other business interruption events.

Technology Services plays a significant role in supporting the Firm’s systems and people.

Position Summary The Portfolio Manager is a senior leadership role within the Technology PMO, responsible for the strategic planning, prioritization, governance, and delivery oversight of one or more technology portfolios. Serving as a trusted partner to Technology Directors, portfolio owners, business leaders, and peer Portfolio Managers, this role ensures that technology investments, programs, projects, operational initiatives align with the firm’s strategic priorities.

The Portfolio Manager develops and maintains multi-year portfolio roadmaps, provides transparency into resource capacity and demand, and facilitates informed investment and prioritization decisions. The role also manages portfolio-level risks, dependencies, financial performance, and delivery outcomes while promoting alignment and coordination across technology  addition to portfolio oversight, the Portfolio Manager may directly lead selected high-priority or complex initiatives and provide leadership, coaching, and direction to Program Managers and Project Managers.

Duties and Accountabilities The roles and responsibilities of this job include:

Portfolio Strategy and Planning:

Partner with Technology Directors, portfolio owners, business stakeholders, and peer Portfolio Managers to establish portfolio priorities and delivery plans.

Develop and maintain multi-year portfolio roadmaps that reflect strategic objectives, planned investments, dependencies, resource requirements, and expected outcomes.

Ensure alignment between technology investments, firm priorities, business objectives, and portfolio capacity.

Support annual planning and budgeting activities by defining, evaluating, and justifying portfolio investment and resource needs.

Facilitate prioritization and trade-off decisions based on strategic value, risk, urgency, readiness, capacity, and available funding.

Maintain an integrated view of programs, projects, and operational initiatives within the assigned portfolio.

Portfolio Governance and Delivery Oversight:

Provide portfolio-level oversight for the planning and delivery of programs, projects, and operational initiatives.

Guide the scoping, planning, execution, monitoring, and closure of initiatives, including change control, risk management, and documentation requirements.

Resource and Capacity Management:

Maintain clear visibility into portfolio demand, resource capacity, allocation, utilization, and anticipated constraints.

Partner with functional leaders and delivery managers to align available resources with approved priorities.

Identify resource conflicts and facilitate decisions regarding sequencing, reassignment, deferral, or escalation.

Support forward-looking workforce and capacity planning across the portfolio.

Promote effective use of shared resources across programs, projects, and technology portfolios.

Stakeholder and Cross-Portfolio Leadership:

Translate complex delivery, financial, and resource information into clear recommendations for senior leadership.

Promote coordinated planning and communication across technology functions and business areas.

Partner with peer Portfolio Managers to…