Accountabilities & Key Roles :
- Assist in developing and updating portfolio plans to support the bank’s objectives and priorities.
- Support the portfolio management process by helping with project selection, prioritization, and resource allocation activities.
- Coordinate with stakeholders across divisions to facilitate alignment and integration of enterprise programs.
- Track and report on portfolio performance, compiling data and preparing summary reports for management review.
- Contribute to the preparation of materials and data for quarterly business reviews
- Support risk management activities by identifying potential challenges in portfolio planning and suggesting mitigation options.
- Assist in the adoption and use of portfolio management tools and best practices.
- Prepare and update dashboard reports to provide timely insights into portfolio performance and project status.
- Participate in automation and AI initiatives within the function by providing data and process support.
- Suggest improvements to portfolio management processes and contribute to continuous improvement efforts.
Job Requirements:
Education:
- Bachelor's degree in Business Administration, Finance, or a related field.
Experience:
- 0 to 5 years of experience in portfolio management, program management, or a related field within a large organization. Experience in the banking or financial services industry is advantageous.
Competencies:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in portfolio management software and tools.
- Ability to work collaboratively across departments and with various stakeholders.
- Detail-oriented with strong organizational skills.
- Ability to manage multiple priorities and projects simultaneously.
- Data Reporting and Visualization Skills
