Senior Portfolio Analyst

Posted 9 Days Ago
Be an Early Applicant
Charlotte, NC
96K-143K Annually
Senior level
Fintech • Payments • Financial Services
The Role
The Senior Portfolio Analyst will support aligning strategy with execution within the Agile framework, manage financial operations, oversee vendor relationships, and contribute to workforce strategy and portfolio management. This role involves financial reporting, compliance, portfolio health metrics, and iterative improvements to processes.
Summary Generated by Built In

Sr. Portfolio Analyst - BA07EE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.

The Property & Casualty Commercial Strategy and Lean Portfolio Management Division is looking for highly skilled Senior Portfolio Analyst, specializing in the Agile/SAFe framework. This role helps align strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. Supports the prioritization of work and financial accountability for the products and solutions in a portfolio. Coordinate, sustain, and improve value streams. Plan and monitor IT budgets to ensure alignment with strategic initiatives/objectives. Forecast future budget needs, measure portfolio performance, and coordinate required compliance activities.

This role will have a Hybrid work arrangement, with the expectation of working in an office location (Hartford, CT or Charlotte, NC) 3 days a week (Tuesday through Thursday).


Responsibilities:

  • Partner with Director of Portfolio Lead to champion the finance evolution to Agile funding value streams, product vs. project mindset
  • Provide support to prepare for portfolio health reviews, scorecards, MOR meetings.
  • Vendor management, including contracts, Work Orders, MBM, invoice approvals
  • Assist with the reporting of key portfolio metrics e.g., employee engagement, customer satisfaction, productivity, agility, time to market, quality, partner health.
  • Contribute toward creating a culture of continuous improvement and innovation, adopting OwnIT.
  • Agile and DevOps mindsets, leveraging Harvest, enabling high performance.
  • Assists with coordinating a continuous approach to ensure compliance with audit and regulatory requirements and non-discretionary initiatives.
  • Assists with Rally support and data management.
  • Financial Accountabilities Assist with Financial Operations includes assisting with department financials, including outlook locks, op planning, monthly reserving, capitalization, financial reporting supporting the CIO and business as needed, and various related items e.g. expense approver.
  • Workforce Accountabilities: Assist in developing and maintaining a workforce strategy, inclusive of vendor partners, such that the ratios of employee and or vendor, onshore and or offshore, HIG offices, etc. are considered to achieve an optimum balance.
  • Provides support for data capture, metrics, measurement, ratios, projections around work force.
  • Understanding current and target team compositions, and path forward via hiring and other levers.
  • Coordination of required or needed training, continuous learning activities.
  • Contribute towards the identification and definition of development value streams across the portfolio and alignment to CIO areas technology roadmap.
  • Partner closely with Director Portfolio Lead to contribute to ensuring the phase gate deliverables are complete and establishing the investment prioritization process is transparent and collaborative.
  • Provide support to establish portfolio flow to visualize and limit Work in Process WIP, reduce batch sizes of work, and control the length of longer-term development queues.
  • Assist with establishing and maintaining an overall CIO portfolio view.


Qualifications:

  • 3 years of portfolio management experience or equivalent experience (Scrum Master, RTE, Agile Coach, etc.)
  • 2+ experience with Agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus
  • Established understanding of Agile and Scaled Agile.
  • 3 years of related industry experience preferred.
  • Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development.
  • Effective Communication Skills: Written, Verbal, Presentation.
  • Strong influencing skills and ability to build partnerships at various levels of the organization.
  • Strong financial acumen and knowledge of IT financial management practices.
  • Proven ability to build commitment and empower others, communicate with clarity, courage, and timeliness.

Candidate must be authorized to work in the US without company sponsorship. The company will not support the STEM OPT I-983 Training Plan endorsement for this position.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$95,600 - $143,400

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Top Skills

Agile
DevOps
Lean
The Company
HQ: Hartford, Connecticut
20,002 Employees
On-site Workplace
Year Founded: 1810

What We Do

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy

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