Lead Portfolio Manager Jobs
Lead portfolio manager jobs are open across asset management, banking, insurance, and wealth management, from mid-level to director, with specializations in equity, fixed income, and multi-asset strategies. Scan the live roles below and apply to whichever ones fit.
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Enterprise Project and Portfolio Management Lead – Remote U.S.
As a member of the Business Systems team, you will lead the enterprise-wide deployment and ongoing ownership of the Cora Enterprise Project and Portfolio Management (EPPM) platform across Defense Systems.
You will consolidate existing project management and portfolio management initiatives into one governed roadmap, deliver adoption across sites, and serve as the accountable platform and implementation owner. This is an individual-contributor leadership role operating through a matrix organization.
Location: Remote U.S.
Salary Range: $125,000 - $166,700 plus bonus opportunity
Please note that the salary range information provided is a general guideline only. Criteria such as the candidate’s qualifications and relevant experience, the scope of the specific position, as well as market and business considerations will be evaluated when extending an offer.
We Take Care of Our People:
Paid Time Off I 401K with Employer Match and Profit Sharing I Health and Wellness Benefits I Learning and Development Opportunities I Referral Program I Competitive Pay I Recognition I Employee Stock Purchase Plan I Inclusive & Supportive Culture *
Your Challenge:
Assess existing Cora project management pilots and portfolio management activities; establish a consolidated scope, requirements baseline, deployment roadmap, and integrated delivery plan.- Lead end-to-end implementation across Defense Systems, including milestones, budget inputs, dependencies, risks, testing, data readiness, training coordination, cutover, and stabilization.
- Coordinate site leads, functional stakeholders, project managers, IT teams, and external partners through a matrix structure; hold workstream owners accountable and escalate decisions and constraints.
- Establish and facilitate cross-functional governance forums, decision logs, standards, and a regular reporting cadence; support business leadership in defining portfolio processes without independently determining investment priorities.
- Own Cora platform operations after deployment, including configuration, access administration, issue triage, releases, data quality, dashboards, reporting, and user enablement.
- Oversee integrations, data imports/exports, and interfaces with adjacent enterprise systems in partnership with IT and vendors.
- Produce reliable enterprise portfolio views covering project health, milestones, resource capacity, risks, dependencies, and portfolio performance as requirements mature.
- Act as primary relationship owner for Cora support and specialist services; retain practical platform expertise in-house and use contracted support for specialized work.
- Define adoption measures, support procedures, enhancement intake, and a continuous-improvement backlog for the long-term EPPM capability.
Key Working Relationships:
Reports to: Director, Business Systems | Organization: Defense Systems Business Systems | Direct reports: None; leads through matrix governance
What You Bring:
Bachelor’s degree in business, engineering, computer science, information systems, or related discipline, or equivalent relevant experience.- 8+ years in enterprise applications, PPM, program delivery, or related roles, including significant ownership of complex cross-functional initiatives.
- Proven experience implementing and administering an enterprise PPM platform such as Cora, Planview, Clarity, Planisware, or a comparable solution.
- Hands-on ability to configure workflows, project and portfolio structures, dashboards, user access, and reporting within a complex SaaS platform.
- Experience coordinating integrations, data migration/import/export, issue resolution, platform releases, and vendor support.
- Demonstrated ownership of enterprise-wide or multi-site system deployments, including requirements, rollout planning, matrix resources, governance, adoption, and transition to steady-state operations.
- Solid understanding of portfolio reporting, project intake, resource capacity planning, prioritization frameworks, and governance processes.
- Ability and willingness to rapidly develop deep Cora expertise and retain core platform capability in-house.
- Travel: As required for site engagement and deployment.
Preferred Qualifications
- Direct hands-on Cora EPPM implementation and administration experience.
- Experience in aerospace, defense, engineering, R&D, or regulated manufacturing environments.
- Experience supporting multinational sites and export-controlled environments.
Measures of Success
- One integrated, approved Cora scope and roadmap across current pilots and portfolio initiatives.
- Predictable, transparent site deployments with active governance, risk management, and stakeholder adoption.
- Reliable portfolio dashboards and standardized operating processes used by business leaders.
- Sustainable in-house administration and an effective support model with selective vendor escalation.
Who We Are:
Our Values
Environmental, Social and Governance
Curtiss-Wright's Defense Solution division is a trusted, proven leader, delivering superior products and services that meet the defense and aerospace industries' toughest challenges with best-in-class value. Our solutions address air, ground, and naval defense applications, and are focused on growth segments with a high demand for advanced technology, enhanced safety, security, and performance. As a leading Modular Open Systems Approach (MOSA) solutions supplier for battlefield platforms and communication systems, we are uniquely positioned to benefit from the DoD's commitment to maintaining technological superiority on the battlefield.
To learn more visit: Home | Curtiss-Wright Defense Solutions (curtisswrightds.com)
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No unsolicited agency submittals please. Agency partners must be invited to participate in a search by our Talent Acquisition Team and have signed terms in place prior to any submittal. Resumes submitted directly to any Curtiss-Wright employee or affiliate will not qualify for fee payment, and therefore become the property of Curtiss-Wright.
Compliance Statement
This position may require exposure to export-controlled information and subject to additional security screening. In the event information provided during the security screening reveals ineligibility to access export-controlled information, any offer of employment may be reconsidered or withdrawn.
Curtiss-Wright is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ethnicity, color, sexual orientation, gender identity, physical or mental disability, age, ancestry, legally protected medical condition, family care status, marital status, religion, veteran status, national origin, or any other legally protected status. If you require accommodation during the recruitment process, please contact Talent Acquisition.
For US Applicants: EEO is The Law – click here for more information.
If you require accommodation due to a disability at any time during the recruitment and/or assessment process, please contact Talent Acquisition and we will make all reasonable efforts to accommodate your request.
Lead Portfolio Manager Jobs by Experience Level
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Find Lead Portfolio Manager JobsLead Portfolio Manager Job Market
Who's Hiring
- CVS Health19

- Booz Allen Hamilton4

- Wells Fargo3

- JPMorganChase3

- BAE Systems USA3

Top Industries Hiring
- Technology & Software
- Construction & Real Estate
What Employers Look For
The qualifications that appear most often in lead portfolio manager jobs.
- CFA charter or active candidacy in Level III preferred by most hiring firms
- 5 to 10 years of direct portfolio management or investment analyst experience
- Deep proficiency in Bloomberg Terminal, FactSet, or equivalent research platforms
- Demonstrated ability to construct and manage diversified portfolios against a benchmark
- Experience with risk management frameworks including VaR, tracking error, and drawdown analysis
- Bachelor's degree in finance, economics, or a related quantitative field required
Tips for Your Lead Portfolio Manager Job Search
Quantify portfolio outcomes on your resume
Hiring managers want to see risk-adjusted returns, AUM figures you managed, and benchmark comparisons. Replace vague claims like 'improved performance' with specific outcomes tied to your investment decisions and the mandates you managed.
Tailor your CFA and certifications to the listing
Some postings weigh the CFA charter heavily while others prioritize CAIA or FRM. Read each listing closely and lead with the credential that matches the asset class or risk focus the employer actually names in the job description.
Apply early to roles that fit
Migrate Mate lists lead portfolio manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target openings by mandate type
Filter your search by the investment mandate, whether equity, fixed income, alternatives, or multi-asset, since the technical screen and interview questions differ sharply by asset class. Applying to roles outside your mandate without addressing the gap rarely succeeds.
Prepare a portfolio commentary sample
Many firms ask candidates to walk through a recent investment thesis or attribution analysis in a first-round call. Have a concise, well-structured commentary ready that shows your process, not just your conclusions, before you submit your first application.
Follow up after the case study round
Lead portfolio manager interviews often include a written case study or model review that goes quiet for one to two weeks. A brief, professional follow-up referencing your submission signals genuine interest and keeps you top of mind during the evaluation.
Lead Portfolio Manager Jobs: Frequently Asked Questions
Which companies are hiring the most lead portfolio managers?
The companies hiring the most lead portfolio managers right now include CVS Health, Booz Allen Hamilton, and Wells Fargo, with the largest share of openings in California, Texas, and New York, based on current listings on Migrate Mate as of November 2026. Asset managers, insurance companies, and regional banks consistently post the highest volume of these roles.
How many lead portfolio manager jobs are remote?
About 75% of lead portfolio manager openings are fully remote or hybrid as of November 2026, with remote arrangements most common in fixed income and quantitative strategies where daily trading desk presence is less critical. Equity roles and those tied to client-facing relationship management tend to require more in-office time.
How do you become a lead portfolio manager?
Start as a research analyst or junior portfolio manager, building a record of investment decisions you can clearly attribute to outcomes. Pursue the CFA charter, since most firms treat it as a baseline credential for lead-level roles. Develop expertise in a specific asset class, then take on increasing responsibility for sleeve or fund management before moving into a lead position.
Can you get hired as a lead portfolio manager with limited experience?
Moving directly into a lead portfolio manager role with limited experience is uncommon because most firms require demonstrated ownership of investment decisions across a full market cycle. Candidates coming from adjacent roles, such as risk management, quantitative analysis, or trading, can strengthen their case by emphasizing decision-making authority and measurable investment outcomes rather than years of service alone.
What does the lead portfolio manager interview process look like?
The process typically starts with a recruiter or HR screen, followed by a hiring manager conversation focused on your investment philosophy and past portfolio decisions. Later rounds usually include a technical case study, a model review or attribution analysis, and a final panel with senior investment staff or a committee. Some firms also ask candidates to present a live investment idea.
Where can I find and apply to lead portfolio manager jobs?
You can find and apply to lead portfolio manager jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your mandate experience and seniority, and apply directly to each listing that fits.
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