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S&P GlobalPosted 10/20/2026full-timeNew York City • New York • United StatesSenior💰 $176,300 - $314,600 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise program and portfolio management, with a strong focus on M&A integration, strategic transformation, and financial acumen. Capable of leading cross-functional initiatives and influencing stakeholders across a global matrixed environment.
Highest-signal resume keywords
Enterprise Program ManagementM&A Integration ExperienceFinancial AcumenPortfolio Governance DesignExecutive Communication
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Own enterprise portfolio and project management for priority M&A and strategic transformation initiatives from mobilization through execution, Day 1 readiness, stabilization, and value realization
- Design program structures covering scope, outcomes, workstreams, governance, decision rights, plans, milestones, deliverables, dependencies, resourcing, and escalation protocols
- Translate enterprise strategy and transaction objectives into executable roadmaps with clear accountabilities and measurable outcomes
- Lead interconnected initiatives as an integrated portfolio, balancing strategic value, capacity, risk, timing, cost, and organizational readiness
- Provide leadership and strategic support to PMO leads, workstream project managers, and functional delivery teams
- Establish and chair executive steering committees, portfolio reviews, transaction forums, workstream reviews, and risk/readiness sessions
- Prepare portfolio dashboards, investment scorecards, readiness views, risk analyses, dependency analyses, and recommendations for executive audiences
- Synthesize cross-functional inputs into enterprise narratives highlighting choices, trade-offs, implications, and required decisions
- Develop and manage integrated transaction plans, including Day 1 readiness, integration or separation priorities, transition activities, and post-close stabilization
- Coordinate cross-functional workstreams spanning technology, data, finance, people, legal, compliance, communications, commercial readiness, and customer continuity
- Maintain integrated financial views covering investment, transaction costs, synergies, dis-synergies, run-rate impacts, and value capture
- Establish benefit-realization disciplines and challenge financial assumptions, forecasts, and variances
- Own enterprise views of risks, issues, assumptions, dependencies, and readiness; develop mitigation, contingency, and recovery plans
- Influence senior leaders and delivery teams across a global matrixed environment without direct authority
- Build relationships with workstream leads, transaction owners, executives, advisors, and suppliers
- Lead, coach, and develop project and portfolio management talent
- Design portfolio-management standards, stage gates, prioritization models, templates, reporting disciplines, and benefit-realization practices
- Apply predictive, Agile, SAFe, and hybrid delivery methods
- Improve portfolio transparency, forecasting, scenario planning, and executive decision-making through data and analytics
Requirements
What you’ll need- Bachelor’s degree in Finance, Business Administration, Economics, Engineering, Technology, or another relevant discipline
- 12+ years of progressive experience in enterprise program management, portfolio management, strategic planning, transformation, transaction execution, or related disciplines within a large-scale, matrixed organization
- Leadership of complex, cross-functional programs with material strategic, financial, operational, technology, customer, or organizational impact
- Direct experience supporting M&A integration, separation, carve-out, joint venture, or major enterprise transformation initiatives
- Experience designing and operating portfolio governance, including stage gates, prioritization, integrated planning, executive steering, risk management, readiness, and benefit-realization tracking
- Strong financial and commercial acumen, including business-case development, ROI analysis, budget oversight, forecast challenge, synergy tracking, and value-realization reporting
- Executive presence and experience presenting portfolio insights, strategic choices, and recommendations to C-suite and senior leadership audiences
- Ability to lead through influence across organizational boundaries and reconcile competing priorities
- Exceptional written and verbal communication skills
- Discretion and judgment when handling confidential transaction, financial, people, customer, and organizational information
- External candidates reaching the final interview stage must attend at least one in-person interview
- Preferred: PMP, PfMP, PgMP, or equivalent recognized certification
- Preferred: Agile, SAFe, or hybrid portfolio management experience
- Preferred: Planview, Clarity PPM, ServiceNow Strategic Portfolio Management, or Microsoft Project Online
- Preferred: Power BI or Tableau
- Preferred: experience in financial data, information services, financial services, technology-enabled services, or capital markets
- Preferred: experience working across geographies and time zones with regulatory, data, technology, supplier, or change-management dependencies
Benefits
Comp & perks- Annual incentive plan
- Health care coverage designed for the mind and body
- Generous time off
- Continuous learning resources and career development
- Competitive pay
- Retirement planning
- Continuing education program
- Company-matched student loan contribution
- Financial wellness programs
- Family benefits for partners and children
- Retail discounts
- Referral incentive awards
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Strategic PlanningTransaction ExecutionBenefit-Realization TrackingRisk ManagementBudget OversightROI AnalysisAgile MethodologiesSAFe MethodologiesHybrid Delivery MethodsCross-Functional Coordination
Soft Skills
LeadershipInfluencing Without AuthorityExceptional CommunicationRelationship BuildingDiscretion and Judgment
Tools & Technologies
PlanviewClarity PPMServiceNow Strategic Portfolio ManagementMicrosoft Project OnlinePower BITableau
Certifications & Qualifications
PMPPfMPPgMP
Industry Keywords
Financial ServicesTechnology-Enabled ServicesCapital MarketsMatrixed OrganizationCross-Geographical Experience