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

Portfolio Financial Management
Manage the end-to end financials of the technology initiatives portfolio, including budget planning, forecasting and tracking actuals against plan
Coordinate and manage the quarterly forecasting process for the technology initiatives portfolio
Conduct financial analysis and deliver actionable insights on portfolio performance, trends, and risks
Partner with Finance and product teams to ensure accurate financial reporting and tracking
Support and assist team leaders by providing training and responding to inquiries related to the portfolio financials and Strategy \& Operations processes
Value Realization and OKR Alignment
Collaborate with product teams to ensure Objectives and Key Results (OKRs) align with business outcomes and strategic goals
Develop and maintain reporting frameworks to track progress on outcomes and communicate the value delivered by initiatives
Support the creation of dashboards and reports that showcase progress, impact, and return on investment
Agile Adoption Support
Support cross-functional teams in their transition to Agile and Product operating models by promoting best practices, tools, and frameworks
Coordinate and prepare materials for monthly meetings with product team leads and Product Owners (POs), ensuring clear communication of priorities, progress, and key updates
Support the quarterly outcome review process including facilitating cross-team dependency alignment activities
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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Associate, Strategy & Operating Office, Technology & Data jobs

Associate, Strategy & Operating Office, Technology & Data

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