What are the responsibilities and job description for the Portfolio Management Analyst position at ITR Group?
Contract to hire opportunity for an experience Portfolio Management Analyst. This role is hybrid onsite (3 days/week in the Minneapolis, MN area)
Client requirements:
Work authorization status: US Citizen or GC holder
W2 hourly only (no C2C)
Top/Key Skills: Portfolio management, project management, influence without authority, drives work independently, collaborative, executive presence, financial analysis, flexible.
What you'll do: Provide the advanced analytics and reporting on the investment agenda to ensure performance from concept through benefits realization. Own the business case process, standards and organizational coaching to enable
prioritization and selection. Provide assessment on the projects and impact to the overall portfolio to senior leadership to assist in decision making. The role partners with IT and business units to ensure project execution is optimal and aligned with expectations related to methodology, process and tools.
Client requirements:
Work authorization status: US Citizen or GC holder
W2 hourly only (no C2C)
Top/Key Skills: Portfolio management, project management, influence without authority, drives work independently, collaborative, executive presence, financial analysis, flexible.
What you'll do: Provide the advanced analytics and reporting on the investment agenda to ensure performance from concept through benefits realization. Own the business case process, standards and organizational coaching to enable
prioritization and selection. Provide assessment on the projects and impact to the overall portfolio to senior leadership to assist in decision making. The role partners with IT and business units to ensure project execution is optimal and aligned with expectations related to methodology, process and tools.
- Provide and manage project portfolio analysis for enterprise decision making and governance. Includes modeling of financial and human capacity constraints, development of options for optimization, including the sequencing and release management, and rebalancing of the project agenda for optimal execution and benefit realization. Identify and recommend opportunities to improve project portfolio management process to senior leadership. Develop and maintain the tools necessary to support project portfolio process and methodology. Own, monitor and administer framework for project and portfolio reporting, including project reporting and dashboards.
- Dissect, assess, and coach organization's leadership on business case development and benefit realization. Own, monitor and administer business case tools. Conduct project and portfolio assessments and provide recommendations to governing boards and executives. Contribute to creation and maintains processes and decision making principles to guide investment decisions.
- Participate and monitor project concept, planning and execution to secure and maintain alignment across the organization (Business and IT). In partnership with IT, manage resource utilization and contention. Partner with IT to maintain project management methodology.
- Facilitate annual portfolio and project planning process with key business stakeholders.
- 5 years portfolio management experience required
- 5 years project management experience required
- Ability to influence without authority, drive work independently, be collaborative and have an executive presence
- Four-year degree or equivalent work experience required.
- Insurance/Financial Industry experience; preferably Financial Planning and Analysis
