University Job Title
Portfolio Associate **
Bargaining Unit**
None - Not included in the union (Yale Union Group) **
Time Type**
Full time **
Duration Type**
Fixed **
If Fixed Duration, Period**
18 months from date of hire **
If Fixed Duration, is continuation possible?**
Yes **
Other Fixed Duration Date**
30-May-2025 **
Compensation Grade**
Administration & Operations **
Compensation Grade Profile**
Supervisor; Senior Associate (P4) **
Wage Ranges**
Click here to see our Wage Ranges **
Searchable Job Family**
Financial, Research Res Support, Research/Support **
Total # of hours to be worked:**
37.5 **
Work Week**
Standard (M-F equal number of hours per day) **
Work Location**
Outside of campus, within Connecticut **
Worksite Address**
100 Church Street South
New Haven, CT 06519 **
Work Model**
Remote **
Position Focus**
Please note: This position is working a remote schedule. We also have hybrid and other flexible work arrangements available. The 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. Under the general direction of Dermatology/Neurology/Neurosurgery Integrated Business Operations and Department leadership, the position supports the Department’s research enterprise and is responsible for managing the financial transactions and financial reporting, using considerable latitude for exercising discretion and independent judgement. **
Dept/Section URL**
Click here for more information **
Essential Duties**
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 Education And Experience**
Bachelor’s degree required with no experience necessary. **
Required Skill/Ability 1**
Working knowledge of and ability to read and interpret federal, state and sponsor funding regulations, policies and procedures. **
Required Skill/Ability 2**
Working knowledge of PC-based tools including Microsoft Office Suite, database administration and other related software. Familiarity with electronic clinical research databases. **
Required Skill/Ability 3**
Outstanding organizational skills, exceptional attention to detail, well-developed analytical and problem-solving skills, demonstrated superior customer service orientation and outstanding time management skills. **
Required Skill/Ability 4**
Demonstrated ability to research and resolve detailed financial transaction errors and work with multiple data sources for compilation. **
Preferred Education, Experience And Skills**
Knowledge of clinical research and contracting process from proposal development through award closeout. Demonstrated experience with federal and foundation funding process. Highly organized project management professional. **
Weekend Hours Required?**
Occasional **
Evening Hours Required?**
Occasional **
Drug Screen**
No **
Health Screening**
No **
Background Check Requirements**
All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website. **
COVID-19 Vaccine Requirement**
Required
The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines **
Posting Disclaimer**
The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments. **
EEO Statement**
University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. 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 identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.
Inquiries concerning Yale’s Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA). **
Note**
Yale University is a tobacco-free campus
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