IT Portfolio Manager II

at  Information Technology Senior Management Forum

PLEASE REVIEW THE FOLLOWING JOB DESCRIPTION:

Responsible for overseeing, managing and leveraging the entire life cycle of IT investment. Acts as primary point-of-contact and trusted advisor for investment portfolio stakeholders and EIS. Proactively identifies opportunities for improving IT portfolio performance to provide a competitive advantage to the business and finds ways to improve the business through the use of technology. Maintains knowledge of the assigned IT portfolio and line(s) of business functions including, products and services, competitive environment, and latest industry news and trends from both a business and technology perspective. Works with others in the IT organization and other stakeholders to develop, prioritize and execute the IT and business portfolio. Works with executive IT leadership to understand current commitments and determine future plans. Lead a Strategy & Business Performance team to facilitate and develop technology roadmaps, optimize performance of our delivery teams, design and revise operating models, and provide actionable insights to drive organizational success.

REQUIRED QUALIFICATIONS:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s and ten years of experience in IT or an equivalent combination of education and work related experience.
2. Meeting management, conflict management, and presentation skills.
3. Ability to plan effectively.
4. Ability to manage client expectations and relationship in a way that results in an effective team environment.
5. Deep specialized and/or broad functional knowledge of portfolio management.
6. Ability to translate business strategies and emerging external trends to organizational and operational tactics. Ability to solve unique and highly complex technical, operational, and organizational problems
7. Sophisticated analytical skills and the ability to solve complex technical and business problems.
8. Ability to influence others at senior levels to adopt a new perspective.

PREFERRED QUALIFICATIONS:

1. Master’s degree or MBA and twelve years of experience or an equivalent combination of education and work experience, including five years of management experience.
2. Banking or financial services experience.
3. Eight+ years of experience in consulting, strategy, or technology management roles within the financial services industry
4. Proven expertise in facilitating and developing technology roadmaps, operating models, and business-aligned strategies
5. Demonstrated success in team leadership, including managing, mentoring, and inspiring teams to achieve goals
6. Deep understanding of financial services operations, regulatory landscapes, and emerging technology trends
7. Strong analytical and problem-solving skills, with the ability to translate data into actionable insights
8. Proficiency in technology tools and methodologies
9. Proficiency in Microsoft Office Suite, with expertise in Microsoft PowerPoint 10. Knowledge of the appropriate application of data and analytics capabilities, such as visualization and data science tools
10. Executive-level communication, presentation, and stakeholder management skills
11. Negotiation, persuasion, and the ability to influence others to adopt a new perspective and handle interpersonal issues with tact and diplomacy
12. Experience with agile methodologies, design thinking applications, and project management frameworks is a plus

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Analyzes portfolio performance, and recommends changes in investment mix to achieve goals.
2. Provides delivery management with demand views that enable the ability to appropriately plan resource assignments and needs and understand demand versus capacity.
3. Interprets internal/external business challenges and recommends best practices.
4. Uses sophisticated analytical thought to exercise judgment and identify innovative solutions.
5. Mentors less experienced teammates to build technical expertise.
6. May have people management responsibilities of a small team of portfolio managers.
7. May play lead role or technical consultant role in moderately complex projects or initiatives.