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technology investment management value performance lead
Technology Investment Management & Value Performance Lead
American Electric Power
Columbus, OH
Jun 11, 2026
Job Posting End Date 06-24-2026 Please note the job posting will close on the day before the posting end date. Job Summary This role is responsible for shaping how Technology plans, evaluates, and measures investments and outcomes. This position is responsible for defining and scaling best practices for business planning, investment governance, and value realization across the Technology portfolio. A key focus of this role is building and maintaining forward-looking business and investment plans, ensuring alignment between strategy, funding, delivery, and measurable outcomes. You will enable a more disciplined, transparent, and performance-driven portfolio through strong analytical frameworks, standardized processes, and actionable insights. Job Description What you’ll do: Forward-Looking Business & Investment Planning Develop and maintain multi-year technology business plans and investment roadmaps aligned to strategic priorities Build...
Institutional Client Billing - Morgan Stanley Investment Management - Vice President
Morgan Stanley
Boston, MA
Jun 10, 2026
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.  Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with 45 offices serving clients in 19 countries. MSIM’s professionals worldwide provide outstanding...
Institutional Client Billing - Morgan Stanley Investment Management - Vice President
Morgan Stanley
Boston, MA
Jun 10, 2026
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic.  Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with 45 offices serving clients in 19 countries. MSIM’s professionals worldwide provide outstanding...
ISG Portfolio Manager, Assistant Vice President - State Street Investment Management
State Street
Boston, MA
Jun 10, 2026
State Street Investment Management, one of the industry's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. The Investment Solutions Group (ISG) is a premier provider of multi-asset solutions, combining deep expertise in asset allocation, risk management, and investment advice to help clients pursue their evolving objectives with confidence. Job Description: This Boston-based role offers the opportunity to help shape and manage multi-asset portfolios within the Investment Solutions Group (ISG). The Portfolio Manager will work across strategic and tactical asset allocation, helping design and manage portfolios that align with long-term investment objectives from a total portfolio perspective. This position requires the ability to oversee complex portfolios, including custom balanced strategies,...
State Street Investment Management - Client Contracting Analyst, Assistant Vice President
State Street
Boston, MA
Jun 09, 2026
State Street Investment Management (SSIM) is seeking a Client Contracting Analyst to provide execution and support across North America client contracting activities. This role is responsible for supporting the end-to-end coordination and delivery of contracting processes for institutional clients, including traditional Investment Management mandates and Transition Management engagements. This role requires a combination of contract analyst and paralegal capabilities, with a focus on reviewing, interpreting, and managing complex client agreements, ensuring alignment with legal, regulatory, and business requirements. Building on the established scope of the Client Contracting function, this position places increased emphasis on front-to-back contracting execution, product-specific documentation, and support for time-sensitive Transition Management events, where speed, accuracy, and risk oversight are critical to successful delivery. Organizational Context The Client...
Senior Compliance Officer (Associate) - Conflicts Management, Global Control Room (NY) - TD Securities (US)
TD
New York, NY
Jun 09, 2026
Work Location : New York, New York, United States of America Hours: 40 Line of Business: Compliance Pay Detail: $100,000 - $135,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.  As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: We are seeking a Conflicts Officer at the Associate-level to join our Compliance Control Room at TD...
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Technology Investment Management & Value Performance Lead

American Electric Power
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Columbus, OH, United States
Jun 11, 2026
Finance

Job Posting End Date

06-24-2026

Please note the job posting will close on the day before the posting end date.

Job Summary

This role is responsible for shaping how Technology plans, evaluates, and measures investments and outcomes. This position is responsible for defining and scaling best practices for business planning, investment governance, and value realization across the Technology portfolio.

A key focus of this role is building and maintaining forward-looking business and investment plans, ensuring alignment between strategy, funding, delivery, and measurable outcomes. You will enable a more disciplined, transparent, and performance-driven portfolio through strong analytical frameworks, standardized processes, and actionable insights.

Job Description

What you’ll do:

Forward-Looking Business & Investment Planning

  • Develop and maintain multi-year technology business plans and investment roadmaps aligned to strategic priorities
  • Build forward-looking financial models and forecasts covering budget, investment timing, benefits, and resource needs
  • Partner with Technology and business leaders to ensure alignment between strategy, demand, and funding plans
  • Continuously refine plans based on changing priorities, performance trends, and emerging opportunities

Business Case & Investment Frameworks

  • Define and standardize business case development practices, including cost, benefits, assumptions, risks, and KPIs
  • Ensure all investments are evaluated using consistent, data-driven criteria
  • Improve quality, comparability, and transparency of investment proposals across Technology

Adoption of Portfolio Planning & Intake Practices

  • Drive adoption of standardized intake, planning, and prioritization processes
  • Ensure initiatives are clearly defined with measurable objectives and value outcomes
  • Coach stakeholders to develop well-structured, value-driven proposals aligned to portfolio priorities

Value Measurement & Performance Tracking

  • Define and implement KPIs and metrics for benefits realization and investment performance
  • Track planned vs. actual results across the portfolio, including financials, benefits, and outcomes
  • Identify value leakage, performance gaps, and risks to achieving expected ROI
  • Enable enterprise visibility into portfolio performance and strategic value delivery

Portfolio Analytics & Decision Support

  • Develop and maintain portfolio dashboards, reports, and analytics models
  • Provide insights to support investment prioritization, scenario planning, and trade-off decisions
  • Analyze trends across initiatives to identify systemic risks and opportunities for optimization

Practice Definition & Continuous Improvement

  • Establish and refine standards for business planning, investment tracking, and value management
  • Drive adoption of consistent tools, templates, and methodologies across Technology teams
  • Improve data quality, reporting accuracy, and decision-making capabilities
  • Advance organizational maturity in value-based portfolio management and performance measurement

What we’re looking for:

Education:

  • Bachelor's degree in computer science, information systems, business or related field of study; Or associate's degree in computer science or related field of study with 2 years of relevant work experience; Or High school diploma/GED with 4 years of relevant work experience.

Experience:

  • In addition to any experience required above, 13 years of relevant work experience is required.

Preferred Qualifications:

  • Experience in business analysis, portfolio planning, finance, or strategy roles
  • Strong experience building business plans, investment models, and financial forecasts
  • Proven ability to define and implement KPIs, performance tracking frameworks, and value measurement approaches
  • Demonstrated experience influencing stakeholders and driving process adoption at scale
  • Strong analytical, problem-solving, and communication skills
  • Experience in Technology PMO, Portfolio Management, or investment governance functions
  • Background in financial modeling, budgeting, or capital planning
  • Familiarity with benefits realization and portfolio performance frameworks
  • Experience supporting executive-level planning and reporting

What Success Looks Like:

  • Clear, actionable multi-year business and investment plans aligned to strategy
  • High adoption of standardized planning, intake, and business case practices
  • Improved visibility into portfolio investment performance and ROI
  • Strong alignment between planned investments, delivery execution, and realized value
  • Reduction in value leakage and increased confidence in planning and forecasting

American Electric Power (On-Site)

#LI-Onsite

#AEPCareers

At AEP, we’re more than just an energy company — we’re a team of dedicated professionals committed to delivering safe, reliable, and innovative energy solutions. Guided by our mission to put the customer first, we strive to exceed expectations by listening, responding, and continuously improving the way we serve our communities. If you're passionate about making a meaningful impact and being part of a forward-thinking organization, this is the company for you!

Compensation Data

Compensation Grade:

SP20-010

Compensation Range:

$136,539.00 - $177,503.00

The Physical Demand Level for this job is: S – Sedentary Work: Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently. (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.  

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It is hereby reaffirmed that it is the policy of American Electric Power (AEP) to provide Equal Employment Opportunity in all respects of the employer-employee relationship including recruiting, hiring, upgrading and promotion, conditions and privileges of employment, company sponsored training programs, educational assistance, social and recreational programs, compensation, benefits, transfers, discipline, layoffs and termination of employment to all employees and applicants without discrimination because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, veteran or military status, disability, genetic information, or any other basis prohibited by applicable law. When required by law, we might record certain information or applicants for employment may be invited to voluntarily disclose protected characteristics.
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