Portfolio Planning Analyst

at  ATB Financial

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It’s a real commitment we live every day through our values (what we call the ATB ID).
Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada’s top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you’re empowered to make an impact in the lives of our clients and communities.
Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We’re on a continuous journey to build the most flexible and inclusive programs.
Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
About the role
As ATB’s next Portfolio Planning Analyst, you will play a pivotal role in the planning and shaping of our client experience and technology initiatives, ensuring alignment with our AOE/SSU’s partners and a commitment to our Path to 2030 strategic direction. Working directly with the Senior Manager, Portfolio Enablement you will help with the development, facilitation, and management of CXT’s portfolio roadmap. You will work closely with stakeholders to understand the portfolios of work, priority initiatives, and support with the facilitation of planning and prioritization discussions. The ideal candidate is an organized and strategic thinker, with a strong ability to navigate change and adapt as priorities and requirements change.

Accountabilities

• Portfolio Management: Support the end-to-end management of CXT’s portfolio roadmap, ensuring alignment with organizational goals and effective prioritization of initiatives.
• Prioritization Model: Support in the development of a portfolio prioritization model and scoring matrix to help stakeholders with planning and decision making.
• Stakeholder Engagement: Build and maintain strong relationships with cross-functional teams to help support and facilitate portfolio planning conversations.
• Portfolio Analysis: Monitor and support portfolio enablement metrics, complete scenario analysis, and present insights as required.
• Continuous Improvement: Foster a culture of continuous improvement by living ATB ID’s, showing a growth mindset, and identifying areas for improvement.

Skills, experience & requirements

• Project & Program Management:
• Systems Thinking
• Scenario Analysis
• Analysis & Insights
• Strategic Planning
• Financials & Budget Management
• Organized & Detail Oriented
• Experience with Atlassian Suite (Jira), Tableau, and other roadmapping tools
• Data & Analytics:
• Technical skills in Sheets and Tableau
• Ability to organize and draw insights from large volumes of data
• Experience with dashboards and reporting
• Interpersonal & Communication Skills
• Facilitation, Public Speaking, and Presentation skills
• Written Communication Including Concept Visualization and Storytelling
• Stakeholder and Relationship Management
• Critical Thinking and Problem Solving
• Prioritization and Managing Expectations

Don’t meet all the requirements on the list?
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to

Please refer the Job description for details