Portfolio Strategy Manager - PMO

Posted Yesterday
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Malvern, PA, USA
In-Office
Mid level
Fintech
The Role
The Portfolio Strategy Manager is responsible for forecasting, budgeting, and reporting in IT portfolio management while fostering relationships with senior leadership.
Summary Generated by Built In

Core Responsibilities:

  • Interpersonal skills: You need excellent relationship-building skills to gain trust, in order to persuade and influence senior leaders daily.

  • Financial acumen: You should have a solid understanding of the annual planning process and the impacts of staffing decisions on an IT portfolio.

  • Problem solving capabilities: Highly developed analytical and problem-solving skills.

  • Conceptual thinking skills: Strong intellectual capacity and conceptual thinking capability.

  • Reporting skills: Strong forecasting and management report skills, including KPI and OKR analysis.

  • Financial forecasting experience: Participates in all forecasting, budgeting, and reporting cycles including the long-term strategic plan. Provides financial support for changing business objectives and goals.

  • Interpersonal skills: Establishes and maintains close working relationships with management and appropriate crew to continually enhance their understanding of financial and labor market trends.

  • Continuous improvement mindset: Works to identify opportunities to improve the delivery of financial and staffing services to internal clients and implements procedural changes, as needed.

Qualifications:

  • 5 years related work experience. 2 years of managing a project preferred.

  • Financial Services and function-specific experience preferred.

  • Experience with workforce management, 3rd party vendors, planning, budgeting, reconciliation, etc...

  • Experience with managing a large budget

  • Experience with Excel is mandatory

Preferences:

  • Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Top Skills

Excel
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The Company
Charlotte, NC
20,252 Employees
Year Founded: 1975

What We Do

We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.

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