EH
Elevance HealthSenior Portfolio Manager
Portfolio Manager Senior overseeing complex project portfolios, ensuring alignment with budget objectives and operational goals at Elevance Health.
About the role
- Work closely with teammates on all aspects of the AUP report creation and delivery process and coordinate this work with all internal and external parties involved.
- Knowledgeable in one or more of our AUP products: tape to file, circle ups, cashflow modeling, and payment date reporting.
- Assisting Partners, Principals, Managing Directors and Senior Managers with day-to-day operations of practice.
- Create and manage project data rooms.
- Assist in managing junior members of the team to deliver best in class work product.
- Manage aspects, as needed, of a live deal process including customer communication and timing of deliverables.
- Help to develop and improve workflow processes including documentation of procedures and workflows to ensure efficient and accurate deliverables.
- Contribute and understand/manage firm risk on projects.
- Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish firm objectives.
- Attend industry conferences and develop the Aprio brand name.
Requirements
- Bachelor’s degree required; CPA, MBA or Master’s degree preferred.
- 6+ years of experience in securitization, structured products, or asset management
- Excellent analytical skills and strong attention to detail, financial modeling experience preferred
- Ability to interact with people at all levels of an organization
- Ability to present complex information in a usable format to a diverse audience
- Ability to manage multiple priorities and simultaneous projects in a rapidly growing practice
- Ability to meet tight and changing deadlines
- Limited travel required, including attending industry conferences as needed
- Excellent verbal and written communication skills
- Demonstrated experience with Structured Products including an understanding of one or more of the following assets classes: ABS, RMBS, esoteric and similar securitized and structured products
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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