Bank Portfolio Manager Senior responsible for compliance and analytics in portfolio management. Collaborating with executive stakeholders and delivering reports on portfolio health and performance.
Responsibilities
Monitors, governs and is accountable for low to moderately complex company or line of business portfolios
Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures
Monitors a low to moderately complex portfolio on an ongoing basis, to resolve issues and disseminate information to stakeholders
Facilitates the identification, management, and resolution of systemic cross-work risks / issues and interdependency conflicts for work effort(s) / program deliverables and informs portfolio team and stakeholders as needed
Leverages analytics to research and identify Financial Management risks and recommends solutions to address opportunities; may escalate to their respective Portfolio Management Office (PMO) or leadership team as needed
Monitors for stale work efforts and need for resolution, including termination proposal if applicable
Supports development and execution of company planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO
Monitors and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed
Communicates portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional stakeholders as required
Reviews health and performance of portfolio regularly, monitors portfolio success via recognized methodologies, and identifies performance improvement opportunities, providing updates to leader and stakeholders
Drives the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
Bachelor’s degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
6 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts
Proficient understanding of project, program, and portfolio management principles
Working knowledge in the full lifecycle experience managing strategic and operational work efforts
Experience with portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies
Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement
Proficient experience in change management methodology or similar industry change management methodology
Benefits
comprehensive medical, dental and vision plans
401(k)
pension
life insurance
parental benefits
adoption assistance
paid time off program with paid holidays plus 16 paid volunteer hours
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