The role will partner with Business, IT, Finance, and delivery teams to ensure portfolio information is complete, accurate, and timely; identify risks, gaps, and exceptions requiring attention; coordinate resolution of portfolio issues; and identify opportunities to improve reporting, processes, and automation.
Support PI Planning by coordinating and collecting required portfolio and program information from Business, IT, Finance, and delivery teams.
Review planning inputs for completeness and consistency and follow up with accountable owners to address missing or conflicting information.
Continuously monitor portfolio health, including program/project status, milestones, financials, risks, issues, dependencies, KPIs, and commitments.
Analyze portfolio information to identify exceptions, emerging risks, trends, and areas requiring management attention.
Support PI and portfolio close by coordinating the collection and validation of final program/project information.
Review planned commitments against actual outcomes and identify items that are completed, delayed, changed, or require follow-up.
Support portfolio governance processes, reviews, planning activities, and change requests.
Partner with Business, IT, Finance, and delivery teams to ensure portfolio requirements and governance expectations are understood and followed.
Work effectively with teams operating within Agile delivery models and understand sprint, release, backlog, and PI-level information.
Interpret Agile delivery information in the context of broader portfolio commitments and outcomes.
Maintain the integrity, completeness, and quality of portfolio data used for portfolio reviews and leadership reporting.
Perform data-quality checks and investigate discrepancies across portfolio information.
Proactively identify manual, repetitive, inefficient, or error-prone activities that could be simplified or automated.
Identify opportunities to improve processes across planning, portfolio monitoring, governance, close, reporting, and data management.
5-7 years of relevant experience in Portfolio Management, PMO, Program Operations, Agile Delivery, or Portfolio Governance.
Hands-on Jira experience is mandatory.
Agile delivery experience is mandatory.
Experience supporting PI Planning or similar program/portfolio planning cycles.
Experience supporting portfolio/program health monitoring and governance.
Strong ability to analyze information, identify gaps and exceptions, and drive issues to resolution.
Strong experience managing and validating data received from multiple teams and stakeholders.
Strong Microsoft Excel, PowerPoint, SharePoint, and Microsoft 365 skills.
Strong stakeholder management, analytical, critical-thinking, problem-solving, and organizational skills.
Strong written and verbal English communication skills.
Experience working independently with globally distributed/onshore teams.
Preferred experience
- Experience within a Value Management Office, Transformation Office, Enterprise PMO, or Portfolio Management function.
- Exposure to portfolio financials, KPIs, benefits, investment management, and executive portfolio reporting.
- Experience identifying process improvement, reporting, and automation opportunities.
- Experience working with Power BI or Power Platform development teams is beneficial.
Job description provided by EXL Service.
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