Strategic Portfolio Manager

2 weeks ago

Montreal, Quebec, Canada National Bank Full time
Job Title: Senior Advisor in Cross-Functional Portfolio Management

About the Role:

We are seeking a highly skilled Senior Advisor in Cross-Functional Portfolio Management to join our team at National Bank. As a key member of our organization, you will play a vital role in prioritizing our large-scale technology projects and bringing value to our organization.

Key Responsibilities:

  • Collaborate with portfolio management teams, business line representatives, IT and Operations teams, as well as finance teams to prioritize initiatives and projects.
  • Ensure the quality of data related to portfolio management and capacity management for all business lines and cross-functional IT platforms.
  • Provide advanced analytics of bank-wide portfolio data and provide recommendations to guide and support decision-making, considering delivery capacity, trends, interdependencies, and impacts on the annual strategic plan.
  • Define and improve advanced indicators (KPIs) and the inherent tools in order to deepen these analyses.
  • Prepare presentation materials for executives, including team capacity tracking dashboards and recommendations based on detailed analysis and initiative prioritization.
  • Participate in the annual budgeting process and support business lines in identifying and prioritizing sectoral initiatives.
  • Document and evolve portfolio management processes and tools.
  • Participate in the Project Delivery Practice by sharing experience and good market practices in order to improve the quality and rigor in the execution of projects.
  • Facilitate the evolution of the portfolio towards agile processes by collaborating with teams and adapting portfolio management practices to agile principles, and ensuring a smooth transition to more flexible and iterative working methods.
  • Ensure effective communication with all stakeholders, facilitating the understanding of priorities, expectations, and the impacts of decisions on cross-functional projects.
  • Identify and assess risks associated with cross-functional initiatives and recommend mitigation measures.
  • Provide guidance and support for the development of portfolio management team skills, fostering a culture of continuous improvement.
  • Recommend and implement technology tools and charts to monitor and improve portfolio management and analytical capabilities.

About the Team:

The IT and Operations sector is made up of more than 5500 experts who work in an agile, proactive, and collaborative manner to seize opportunities, stay on the cutting edge of technology, and continuously improve processes. Within the sector encompassing the evolution of practices, the evolution cycle, and the cross-functional portfolio, you will report to the Senior Director of IT Project Portfolio. Our team stands out for its desire to evolve processes to generate efficiency.

About You:

  • Bachelor's and/or Master's degree completed related to the industry with approximately 7 years of relevant experience.
  • Minimum 5 years of experience in project portfolio management.
  • Strong ability to analyze project portfolio data in depth.
  • Ability to develop executive dashboards.
  • Communication and advisory skills at different levels of the organization.
  • Recognized as a rigorous person who likes to take initiative.
  • Knowledge of Excel, Jira, and PowerBI tools (an asset).
  • Knowledge of the banking environment and related technologies (an asset).

Languages: English, French

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