Responsibilities
- Portfolio Intake & Prioritization Support
- Coordinate the end-to-end intake process for proposed initiatives, ensuring submissions meet defined entry criteria and documentation standards.
- Validate completeness of business cases, benefits outlines, scope definitions, and high-level delivery assumptions.
- Apply approved prioritization criteria and scoring models to support comparative assessment of initiatives.
- Prepare intake summaries, evaluation packs, and decision logs for portfolio governance forums.
- Portfolio Planning & Alignment
- Maintain a consolidated view of the CRS portfolio, including initiatives, timelines, milestones, and key dependencies.
- Map initiatives to CRS priorities, customer journeys, and strategic objectives, flagging misalignments or overlaps.
- Support high-level tracking of resource demand (budget and capacity) and sequencing considerations.
- Portfolio Performance Monitoring & Reporting
- Collect, consolidate, and validate delivery, financial, and benefits data across portfolio
- initiatives.
- Track progress against agreed milestones, KPIs, and benefits realization indicators.
- Identify emerging risks, delays, or data inconsistencies and escalate to portfolio leads as needed.
- Prepare standardized portfolio dashboards and management reports for regular governance cycles.
Requirements
- Holds a bachelor’s degree in Engineering, Business, Economics, or related fields, with postgraduate qualifications such as an MBA or CFA progress as a strong asset.
- Well‑versed in strategic planning and financial analysis, including evaluating business cases using NPV, IRR, and ROI.
- Experienced in managing portfolio structures, prioritization frameworks, initiative taxonomies, and strategic roadmaps aligned to KPIs and customer journeys.
- Supports portfolio governance cycles end‑to‑end, including intake QA, preparation of evaluation materials, facilitation of review forums, and maintaining decision records.
- Skilled in identifying cross‑initiative risks, resource constraints, sequencing issues, and delivery dependencies across programs.
- Proficient with Excel financial modeling, portfolio analytics, and creating executive‑level dashboards and reports using Power BI or Tableau, with hands-on experience in PPM tools (ServiceNow SPM, Planview, Jira Align, MS Project Online).
- Brings 4–8 years of PMO/Portfolio/Program Management experience, ideally in regulated or asset‑intensive industries, with a track record of enhancing portfolio effectiveness and reporting quality.
- Holds or is pursuing project/portfolio certifications such as CAPM®, Agile/Scrum, PMP®, PRINCE2®, PgMP®, or PfMP®
