The Portfolio Associate will be responsible for assisting in the management of the grant and contract application and post award process.
Will provide financial stewardship of a portfolio of grants and contracts for sponsored research and present financial information and recommendations through data analysis and reporting while developing and maintaining budgets.
Responsible for providing appropriate guidance on compliance matters during management of portfolio and collaborates with account holders to maintain such compliance.
The Portfolio Associate role is a 12 - 18 month program that focuses on accelerating the development of Grant Accountants while creating a pipeline of high-performing talent.
The Portfolio Associate will span across various financial components while combining specialized training, unique job assignments and interactive experiences to equip you with exceptional technical, financial and business skills.
Will participate in specialized training provided by Office of Research Administration, Grant & Contract Administration and Financial Administration, YSM Finance, and other University compliance offices.
Financial Reporting & Analysis : Identifies trends and variances through the development of reports such as forecast and trend analyses.
Analyzes budgets to ensure appropriate charging of expenses and integration of data, analyze data and develop complex analytical reports for principal investigators including trend analysis, forecast future financial scenarios, develop long range projections, and variance analyses.
Budget Development : Develops proposals and budgets for grant and contract submissions; coordinate with partnering institutions.
Help to ensure compliance with sponsor regulations and University policies and procedures.Compliance and Risk Management : Reviews, interprets and effectively applies sponsor policies on a variety of topics including cost allowability, budget management and other award management activities to ensure compliance with sponsoring agency requirements and University policies and procedures.
Planning, organizing and prioritizing actions to ensure compliance across multiple awards and investigators' portfolios.
Effective Finance Partner : Interacts with faculty and internal and external contacts, such as the School of Medicine, Grant & Contract Administration and Grant & Contract Financial Administration, and granting agencies by helping manage the internal pre award proposal process and the management of sponsored funding.
May perform other duties as assigned. Required Skill / ability 1 : Ability to understand and work with financial and payroll activity from multiple sources.
The ability to work remotely, including an adequate work space with internet access. Required Skill / ability 2 : Excellent oral and written communication skills.
Ability to cultivate and maintain strong working partnerships and communicate with faculty and staff. Required Skill / ability 3 : Demonstrated understanding of continual process improvement and data driven process monitoring and decision-making.
Required Skill / ability 4 : Ability to have excellent attendance. Ability to work independently and be self-motivated. Strong attention to accuracy and clear understanding of confidentiality is essential.
Exhibits and maintains a positive attitude and works well as part of a team. Required Skill / ability 5 : Superior computer skills with specific knowledge and ability with Microsoft Word, PowerPoint, Excel and Outlook or other similar software.
Work Week : Standard (M-F equal number of hours per day) Posting Position Title : Portfolio Associate University Job Title : Portfolio Associate Bachelor's degree required with no experience necessary.
Associate Director, Financial Planning & Analysis
Responsible for reports and presentations that will inform and advise decision makers of the University including the Officers and the Yale Corporation Finance Committee. Identifies and articulates major external and internal factors which may have a significant (multi-million dollar) impact on the ...
Research Associate 2 | Yale University
Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Research Associate 2, MS University Job Title: Research Associate 2 Master's Degree in a scientific discipline and three years of experience or an equivalent combination of education and experience. ...
Associate Bursar
Serves as the second-in-command in the absence of the Director as authorized; is responsible for auditing of accounting and financial data, responding to internal and external auditors, and ensuring compliance with University, state, and federal regulations and standard accounting procedures; overse...
Portfolio Associate
Portfolio Associate role is a 12 – 18 month early-career program that focuses on accelerating the development of Grant Accountants while creating a pipeline of high-performing talent. The Portfolio Associate will be responsible for assisting in the management of the grant and contract application an...
Clinical Research Associate 2, HSS
Adheres to all human subjects regulations as defined by Yale University and the federal government that pertain to research studies. Serves as primary coordinator between University, non-Yale collaborators, pharmaceutical companies, HIC, IRB and funding sources. Conducts research within study protoc...
Research Associate 2, HSS
Adheres to all human subjects regulations as defined by Yale University and the federal government that pertain to research studies. Serves as primary coordinator between University, non-Yale collaborators, pharmaceutical companies, HIC, IRB and funding sources. Additionally, in accordance with Yale...
Research Associate 2 HSS
The Clinical Research Associate position is intended to support ongoing GI Hospitalist clinical trials and research initiatives at Yale School of Medicine. Adheres to all human subjects regulations as defined by Yale University and the federal government that pertain to research studies. Serves as p...
Associate Director of Community Dialogue
The Associate Director of Community Dialogue will support Yale University’s efforts to develop and implement practices that encourage constructive dialogue in campus programs and activities. Reporting jointly to the Director of Restorative Practices and to the Chief of Staff to the Secretary and Vic...
Portfolio & Grant Analyst
Manages all aspects of work activities to ensure the highest quality of customer service, financial reporting and compliance with accounting principles, sponsor requirements and Yale University policies and procedures. Portfolio Management: Plan, organize and prioritize actions across multiple award...
Research Associate 1 MS
Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender...