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Portfolio Manager
Ref No.: 19-07321
Location: Cary, North Carolina
Portfolio Manager


Our Client's Global Technology Services (GTS), Global Infrastructure, Security, and Enterprise Architecture Portfolio Management team is growing and requires a Portfolio Manager to support portfolio planning and management for IT organizations including: Engineering, Service Operations, Global Infrastructure, Application Maintenance & Support, IT Risk and Security, Enterprise Architecture, and Corporate Real Estate.

  • Lead the Annual Planning Portfolio process for all projects and programs, build portfolio prioritization models, and continuously improve update planning and demand management data
  • Administer set-up and track all approved GTS Project Approval Requests (PAR)s for labor, direct expense, and other expense codes to improve project accounting budget, actuals, and forecast capabilities
  • Collaborate with IT organization sponsors, Portfolio Managers, and Financial Analysts to support portfolio PAR administration, financials, support, and consulting
  • Create and refresh PMO job aids to reduce rework and duplication, reduce time for PAR administration, and simplify access to key portfolio and project materials
  • Support Portfolio Management data entries and updates required for infrastructure and architecture programs and projects
  • Coordinate and lead Monthly Portfolio Planning and Demand Management Reviews and executive approval processes in leadership forums
  • 5+ years in a Portfolio Management, Portfolio Coordinator, Portfolio Financial Analyst, or related experience financial planning experience
  • Strong relationship management, communications and change management experience
  • Proficient accounting and financial knowledge
  • Ability to collaborate effectively and transparently and work as part of a team
  • Strong attention to detail
  • Ability to present simplified information to senior leadership stakeholders
  • Ability to simplify portfolio and financial data for data-driven decision making

  • Understanding of portfolio, program, and project management and agile methodologies
  • Ability to execute effective change management and communications
  • Bachelor’s Degree in Business Administration or related field
  • Proficient data analysis skills: Excel – formulas, pivot tables, Vlook ups; Analytic tool data visualization experience (examples as a plus: PowerBI, Tablaeu, QlikView)