Company Description Make an impact at a global and dynamic investment organization
- Stimulating work in a fast-paced and intellectually challenging environment
- Accelerated exposure and responsibility
- Global career development opportunities
- Diverse and inspiring colleagues and approachable leaders
- A hybrid-flexible work environment with an emphasis on in-person collaboration
- A culture rooted in principles of integrity, partnership, and high performance
- An organization with an important social purpose that positively impacts lives
Job Description
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Portfolio Financial Management
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Manage the end-to end financials of the technology initiatives portfolio, including budget planning, forecasting and tracking actuals against plan
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Coordinate and manage the quarterly forecasting process for the technology initiatives portfolio
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Conduct financial analysis and deliver actionable insights on portfolio performance, trends, and risks
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Partner with Finance and product teams to ensure accurate financial reporting and tracking
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Support and assist team leaders by providing training and responding to inquiries related to the portfolio financials and Strategy \& Operations processes
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Value Realization and OKR Alignment
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Collaborate with product teams to ensure Objectives and Key Results (OKRs) align with business outcomes and strategic goals
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Develop and maintain reporting frameworks to track progress on outcomes and communicate the value delivered by initiatives
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Support the creation of dashboards and reports that showcase progress, impact, and return on investment
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Agile Adoption Support
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Support cross-functional teams in their transition to Agile and Product operating models by promoting best practices, tools, and frameworks
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Coordinate and prepare materials for monthly meetings with product team leads and Product Owners (POs), ensuring clear communication of priorities, progress, and key updates
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Support the quarterly outcome review process including facilitating cross-team dependency alignment activities
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Contribute to the continuous improvement of portfolio governance processes, with a focus on agility, transparency, and value delivery
Qualifications If you possess the following, we'd like to hear from you:
- Bachelor's degree in Business, Finance, Technology, or a related field
- 5 years of experience in financial analysis, strategy, operations, or technology portfolio management, ideally within the financial services industry
- Strong analytical skills and experience with financial modeling, forecasting, and performance reporting
- Familiarity with Agile methodologies and product management principles is a plus
- Highly organized, capable of multi-tasking and work independently
- Highly proficient in Microsoft Office (especially in Excel and Powerpoint)
- Strong oral and written communication skills and the ability to create presentations or proposals directed at a senior management audience
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