Senior Advisor Initiative Portfolio Management

Senior Advisor Initiative Portfolio Management

Senior Advisor Initiative Portfolio Management

Job Overview

Location
Montreal, Quebec
Job Type
Full Time Job
Job ID
59825
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
130

Job Description

Your main challenges:

  • Contribute to these initiative-related activities:
    • Prioritize initiatives
    • Follow up on project delivery
    • Manage capacity
    • Manage interdependencies
  • Actively participate with sector prioritization committees in the ongoing project approval process
  • Follow, gauge, and analyze the P&C portfolio by creating and maintaining dashboards, KPIs, and executive presentations
  • Analyze the portfolio and make recommendations to the Senior Manager to optimize costs, benefits, sequencing, cross-sector alignment and its maintenance, and the global strategic alignment

More specifically, you’ll be required to:

  • Document and upgrade P&C portfolio management processes and tools along with developments at the Bank
  • Provide ongoing follow-up on sector prioritization committee projects:
    • Document the process (approvals, comments, points to be followed up, etc.)
    • Ensure that the documentation is adequate
    • Carry out business case analyses for projects requesting prioritization and/or additional budget
    • Create connections between the various prioritization committees across the Bank
  • Work closely with several P&C sectors as well as the Strategic Initiatives Financial Performance group to provide ongoing project follow-up
  • Manage the portfolio management tools and processes (reporting, new requests, access, etc.)
  • Implement KPIs/dashboards and track the progress and the health status of the project portfolio
  • Analyze databases from multiple sources

Competencies required:

  • A completed bachelor’s degree in a related field and 7 years of relevant experience OR a completed master's degree in a related field and 5 years of relevant experience
  • Good understanding of business challenges and various technologies
  • Expertise in Microsoft Office, more specifically Microsoft Excel and PowerPoint
  • Ability to summarize information quickly
  • Experience in the development of metrics and dashboards
  • Knowledge of reporting and data visualization best practices
  • Strong knowledge of project and portfolio financial performance
  • Bilingual, both spoken and written (English and French)

Preferred competencies :

  • Solid knowledge of the various P&C business units
  • Good knowledge of Power BI and SharePoint
  • Knowledge of software like Power Apps and Power Automate

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferred banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

Job ID: 59825

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