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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project and portfolio management, including governance, risk management, and stakeholder engagement. Proficient in using Microsoft Excel and PowerPoint for data analysis and presentation, with a strong focus on continuous improvement and integration across initiatives.
Highest-signal resume keywords
Project ManagementPortfolio ManagementMicrosoft Excel ProficiencyGovernance FacilitationStakeholder Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project Management MethodologiesPortfolio ManagementRisk ManagementData AnalysisFinancial Analysis
Soft Skills
Written CommunicationCritical ThinkingProblem SolvingRelationship Building
Tools & Technologies
Microsoft PowerPointAI-Enabled ToolsPortfolio Management Tools
Certifications & Qualifications
PMPAgile CertificationProcess-Improvement Certification
Industry Keywords
Financial ServicesRegulated IndustryGlobal Delivery Models
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Support Global Capabilities Center (GCC) Transformation across Enterprise Technology, Data, and Operations
- Maintain the integrated GCC Transformation portfolio tracker and management views
- Integrate plans and updates from initiative owners, workstream leads, internal partners, and vendors
- Test information for completeness and consistency, connect issues across initiatives, and identify required actions, decisions, or escalations
- Challenge incomplete or inconsistent plans, commitments, assumptions, status, milestones, risks, dependencies, or value information
- Drive routine follow-through and closure, escalating matters requiring leadership direction or approval
- Administer and improve intake, qualification, prioritization support, integrated planning, governance, status reporting, portfolio controls, and action tracking
- Coordinate the full governance cycle, including agendas, decision and status materials, meetings, decisions, actions, ownership, due dates, and closure
- Facilitate planning discussions, milestone and risk reviews, dependency resolution, and process-improvement sessions
- Produce leadership-ready PowerPoint presentations, meeting briefs, status updates, decision materials, and stakeholder communications
- Use Excel and portfolio tools for structured data, formulas, financial and capacity views, trend analysis, and management reporting
- Use AI-enabled tools, including Copilot, for research, analysis, drafting, and synthesis while validating accuracy and quality
- Coordinate vendor inputs, milestones, dependencies, risks, and commitments within the integrated portfolio
- Build relationships across Enterprise Technology, Data, Operations, global delivery teams, control partners, Finance, Human Resources, initiative owners, and other stakeholders
- Support continuous improvement of project and portfolio management practices, templates, controls, and tools
- Travel rarely as needed for planning, working sessions, stakeholder engagement, or global delivery coordination
Requirements
What you’ll need- Bachelor’s degree in Computer Science, Information Technology, Finance, Business, a related field, or equivalent education, training, and work-related experience
- Minimum of 5 years of professional experience in technical project or program management
- Knowledge of enterprise project and program management methodologies, governance, and best practices
- Five to eight years of progressively responsible project, program, or portfolio management experience preferred
- Experience in financial services or another heavily regulated industry preferred
- Experience working with global delivery models and geographically distributed teams strongly preferred
- Demonstrated ability to maintain an integrated portfolio across milestones, risks, dependencies, decisions, capacity, financials, expected value, and stakeholder commitments
- Advanced hands-on proficiency in Microsoft Excel and PowerPoint
- Excellent written communication and editing judgment
- Ability to critically examine information, challenge incomplete or inconsistent inputs, connect issues across initiatives, and drive resolution without formal authority
- Experience preparing and facilitating governance meetings, planning sessions, risk reviews, dependency discussions, and process-improvement sessions
- Experience administering and improving project or portfolio operating routines
- Ability to build working knowledge of unfamiliar subject matter and take on increasing stakeholder responsibility
- Experience using AI-enabled productivity tools responsibly
- PMP, Agile, process-improvement, or comparable certification preferred but not required
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
- 10 sick days, prorated
- Paid holidays
- Potential eligibility for a defined benefit pension plan
- Potential eligibility for restricted stock units
- Potential eligibility for a deferred compensation plan