Portfolio Management Specialist
4 days ago
About the Role:
We are seeking a highly skilled Portfolio Management Specialist to join our team at VDart Inc. As a key member of our organization, you will play a critical role in driving business growth and success.
Key Responsibilities:
- Propose and implement solutions to continually improve the portfolio framework and end-to-end processes, ensuring seamless project execution and delivery.
- Refine the demand intake process and integrate it into our Project Portfolio Management (PPM) system, enhancing request tracking and workflow efficiency.
- Develop and maintain portfolio reports and dashboards for executive-level visibility, catering to diverse stakeholders and their needs.
- Configure and administer our PPM tool, ensuring data consistency and availability across the portfolio.
- Analyze portfolio data and provide thought leadership on trends, reports, and dashboards, driving informed decision-making.
- Collaborate with Subject Matter Experts (SMEs) and project teams to develop decision-making artifacts and investment requests.
- Participate in and support preparations for meetings and summits that manage resourcing and interdependencies within the portfolio.
- Prepare and facilitate Portfolio Board presentations, ensuring effective communication and stakeholder engagement.
- Identify potential collisions and propose options for prevention or mitigation, ensuring smooth project execution.
- Champion and communicate portfolio management best practices and processes, promoting division-wide learning and adoption.
Requirements:
- 1 year of experience with SmartSheet configuration or equivalent experience with other PPM tools, with a willingness to fast-track learning and certification.
- Excellent planning skills and ability to handle multiple assignments simultaneously.
- At least 35 years of experience in PMO or portfolio management, preferably in IT or a business function.
- Familiarity with project management methodologies, including Waterfall and Agile (Kanban or Scrum), with hands-on project management experience and certification a plus.
- Financial acumen and experience weighing investment decision criteria.
Key Attributes:
- Developing executive presence and business acumen.
- Building confidence to challenge business cases and points of view, driving stronger results.
- Strong communication skills, with the ability to discuss technical issues with non-technical audiences.
- Strong presentation and meeting management skills.
- Strong partnering skills, with the ability to build trust and maintain working relationships.
- Anticipating issues, taking initiative to resolve, and working independently and as part of a team.
- Systems thinking approach to problem-solving.
- Strong analytical skills and ability to listen to what is and isn't being said.
- Ability to handle multiple projects and priorities, recommending prioritization options when necessary.
- Thriving in ambiguous situations, taking initiative and action.
- Favoring continuous improvement over big bang solutions.
- Attention to detail in a function with many moving pieces.
Technical Skills:
- Previous experience with a project or portfolio management tool, especially SmartSheet.
- Experience with Microsoft Office products, especially Excel.
- Project Management certification a plus.
- Change management a plus.
- Any revenue-generating experience a plus.
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