Portfolio Manager, PPMA Specialist

Creditas

. Lead the end-to-end quarterly PI Planning cycle, including alignment, Jira pre-work, prioritization with C-Level executives, tribe documentation, dependency mapping in Miro, event preparation and facilitation, and post-PI Planning activities with metrics and feedback .

Posted 9/30/2026full-timeSão Paulo • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading PI Planning cycles, facilitating cross-functional collaboration, and managing portfolio initiatives with a focus on continuous improvement and stakeholder engagement. Proficient in utilizing tools like Jira and Confluence for process documentation and dependency mapping.

Highest-signal resume keywords

PI Planning LeadershipJira Portfolio ManagementConfluence Process DocumentationCross-Functional FacilitationAnalytical Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Ownership MindsetCuriosityAbility to Learn QuicklyStrong Analytical SkillsExecutive Communication

Tools & Technologies

JiraConfluenceMiro

Industry Keywords

Portfolio ManagementScaled Agile FrameworksPI PlanningOKRsAI-First Mindset

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Lead the end-to-end quarterly PI Planning cycle, including alignment, Jira pre-work, prioritization with C-Level executives, tribe documentation, dependency mapping in Miro, event preparation and facilitation, and post-PI Planning activities with metrics and feedback
Govern the portfolio of initiatives and dependencies in Jira
Define the initiative creation process, audit the quality of entries, and map dependencies across tribes
Lead a BP process documentation program in Confluence in partnership with Business Process teams and business leaders
Map overlaps between AI Factories and Prod&Tech and support cross-functional workshops
Quickly take ownership of the PI Planning cycle and ensure continuity of portfolio routines
Design the next generation of the agentic model for prioritization, capacity planning, and squad cadence
Improve the quality and completeness of initiatives and dependencies in Jira through automated auditing and continuous feedback
Maintain and scale BP and Prod&Tech process documentation in Confluence
Support the second phase of Jira implementation and measure skills adoption
Facilitate cross-functional forums and work with senior stakeholders, including C-Level executives, VPs, and Heads

Requirements

What you’ll need

High-agency generalist with genuine curiosity, the ability to learn quickly, and an ownership mindset when facing ambiguity
No technical prerequisites: programming skills or proficiency with low-code/no-code tools, data, or SQL are not required
Ability to think through and design agentic processes
Open to candidates from any industry; a background in financial services, fintech, or technology is not required
“AI-first” mindset
Strong analytical and executive communication skills
Comfortable facilitating ceremonies with dozens of participants and translating portfolio data into narratives for C-Level executives
Availability for hybrid work: attendance at the office in the Morumbi area of São Paulo once a month for four consecutive days
Nice to have: familiarity with portfolio management/PMO and scaled agile frameworks (PI Planning/SAFe, OKRs)
Nice to have: previous experience with automations, even at a basic level
Nice to have: basic knowledge of data

Benefits

Comp & perks

Health insurance (Alice)
Dental insurance (SulAmérica)
Wellz: 100% free therapy sessions
Wellhub: access to gyms and studios
Creditas Endurance: incentive program for high-impact sports
Pharmacy benefits (Univers)
Life insurance (Porto Seguro)
Birthday day off
Extended parental leave: 6 months for birth mothers and 35 days for non-birth parents
Family Care: support program for motherhood and fatherhood
Childcare allowance
Allowance for dependents with disabilities
SESC: access to facilities for you and your dependents
Meal allowance (VR): flexible benefits card (Creditas Card)
Payroll-deducted loans (Creditas Benefícios)
Salary advances (Creditas Benefícios)
Insurance discounts (Minuto Seguros)
Access to exclusive financial education content in the Creditas app
PPR: profit-sharing program
Educational and professional development incentives
Flexible work model
Free bicycle parking at the office
Partnered parking at the office, subject to internal availability