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-Apr-2026
Compensation Grade
Administration & Operations
Compensation Grade Profile
Supervisor; Senior Associate (P4)
Wage Ranges
Click here to see our Wage Ranges
Searchable Job Family
Research/Support
Total # of hours to be worked:
37.5
Work Week
Standard (M-F equal number of hours per day)
Work Location
Medical School Campus
Worksite Address
333 Cedar Street
New Haven, CT 06510
Work Model
Remote
Position Focus
The Portfolio Associate will be responsible for the management of the grant and contract application and post award process. This position is responsible for coordination of all grant and fellowship pre/post-award processes and deadlines. Responsible for providing appropriate guidance on compliance matters during management of portfolio and collaborates with account holders to maintain such compliance. 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.
Essential Duties
- 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. 2. 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. 3. 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. 4. 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. 5. May perform other duties as assigned.
Required Education And Experience
Bachelor's degree required. Degrees received in Accounting, Business or Finance preferred. 0-2 years of experience with demonstrated ability to work in fast-paced environment.
Required Skill/Ability 1
Proficient in Excel.
Required Skill/Ability 2
Good communication skills.
Required Skill/Ability 3
Ability to multitask.
Required Skill/Ability 4
Experience with using Workday.
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.
Health Care Worker
This role is a healthcare worker position. Healthcare workers (HCW) are defined as university employees working a healthcare setting who have the potential for direct or indirect exposure to patients, human research subjects or infectious materials including body substance, contaminated medical supplies, devices and equipment, surfaces, or air. HCW have specific health requirements that must be met prior to starting work, including MMR vaccine or immunity, varicella (chickenpox) vaccine or immunity, TB screening, COVID vaccine according to University policy, hepatitis B vaccine or immunity, and annual flu vaccination.
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
