The Opportunity

The overall purpose of the Sr. Portfolio Analyst role is to provide Project/ Portfolio management guidance and oversight to the Enterprise Technology portfolio engagements to ensure common portfolio processes, tools & templates are aligned in the areas of Demand & Project intake, Change control, Project setup, PPM Methodologies, Financial governance, Project management delivery, Data quality assurance, Compliance, Dashboard & KPI reporting.

Your key responsibilities

The portfolio analyst could take ownership and drive the above disciplines with limited direction required and has deep knowledge and skills within the Project & portfolio lifecycles. Key responsibilities areas include, but not limited to:

Monitor the adherence to the standard project intake process that includes clear scope definition, costing, sponsorship approvals and standard project setup.

Ensure Project & program financial and non-financial business benefits are captured tracked and realized.
Standardize the PPM project setup process including alignment to a funding source, formal PPM setup, engagement code request, PM alignment and launch.

Establish Business Case and Project cost estimate templates, tools, and repository to standardize the business case development process.
Participate in the monthly Project “Checkbook Funding” process whereby sponsors present their business cases for Steer Co approval.
Monitor and report on the project approval metrics at portfolio level & investment level.
Track budget availability levels using project actuals and forecasted spend.
Contributions to the investment prioritization process for the fiscal year planning
Establish standard portfolio, program, and project processes, tools, and templates to create comprehensive delivery and compliance frameworks that ensure consistent leadership reporting spanning all of ET.
Measure and improve performance using KPIs and other compliance metrics. Advocate & socialize the confidence score, which rewards consistent and robust updates within the ePPM tool.
Provide PM onboarding support on ET PPM Standards, Processes, and tools.
Contribute to the monthly PM Forum and Delivery Champion Network. Encourage mutualistic relationship between Portfolio Mgmt. and ET delivery teams.
Drive consistent data quality within the Portfolio, Program and Project domain that enables effective data analysis.
Develop PM behavioral change towards reporting thus improves compliances towards Project status, Forecast, schedule, Risk & Issues, etc. that intern improves Project Confidence.
Enhance leadership visibility on portfolio progress through improvised reporting
Establish processes for consistent use of portfolio and project related data in PPM and measure
Create data quality metrics and dashboards for the delivery and project managers to self-monitor.
Coordinate Power BI Dashboard reporting changes with the ET Analytics team.
Where appropriate, coordinate and perform mass updates within PPM or other portfolio related tools on behalf of the portfolios.
Lead and train the portfolios to be self-sufficient about their project data.
Recognize and acknowledge those who maintain complete project data sets as defined by our cohesion processes.
As a trusted advisor, closely work with the Portfolios (PMs, DMs & BMs) to drive consistency across portfolio and project management practices
Communicate and coach on any changes to process, tool, and enablers
Participate on the internal delivery reviews as well as PM cadence to get insight on the progress and advise
Perform periodic performance reviews and share early warning indicators
Become intimately knowledgeable with the project initiations, budgets, in-flight status, and proper closure

Skills and attributes for success

To qualify for the role, you must have

3 to 10 years of experience in PMO or program/project/Portfolio management practices within geographically dispersed teams
End to end understanding of IT life cycle, IT methodologies, processes, and organizational procedure
Strong knowledge on end-to-end financial management – plan, forecast, actual at function, portfolio, and program/project levels
Experience with Project & Portfolio management tools (PPM, Project professional, etc.)
Experience with productivity tools (MS Office, Teams, PowerBI or other data visualization tools)
Ability to work independently and collaboratively at all levels in a global virtual cross-cultural environment
Ability to quickly gain in-depth knowledge of the organizational structure of the firm and relevant IT processes
Work experience in a professional services industry, preferred
Flexibility to adjust to multiple demands, shifting priorities, ambiguity, and rapid change
Relationship building skills
Strong reasoning and analytical skills
Ability to deal efficiently with escalations and difficult situations/people under pressure
Fosters collaborative ways of working with wider teams whilst challenging status quo.

Certification Requirements:

A relevant portfolio/program/project management qualification preferred (e.g. PfMP, Prince Practitioner, PMP) would be preferred
Familiarity with ITIL v2 or 3 would be advantageous

What we look for

An individual who can make decisions under pressure and can listen to a need and propose a solution. Someone who can multitask several items at the same time and remain organized.

Location: AMBA