Sicredi

Senior Portfolio Management Analyst

Sicredi

full-time

Posted on:

Location Type: Hybrid

Location: Porto Alegre • Brazil

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Job Level

Senior

About the role

  • Provide visibility into the unified investment portfolio and the capture of value or results generated, facilitating prioritization and trade-off decisions
  • Implement and evolve portfolio governance through processes, tools and artifacts to keep information structured and easily accessible to all
  • Apply lean portfolio management methodologies focusing on the management of Sicredi investments
  • Disseminate knowledge of processes and tools to improve the quality of data records that will be used for portfolio management
  • Mentor teams and other organizational structures on the portfolio, its processes and procedures
  • Build diagnostics and management views based on data analysis and hypothesis testing to guide decision-making
  • Support requests for data extraction, visualization and analysis so areas can use them in decision-making
  • Craft narratives for executive materials about the unified portfolio, the monitoring of strategy execution and the results achieved
  • Lead meetings with leadership and tactical teams to align priorities and investments, supporting trade-off discussions with a focus on maximizing outcomes
  • Work in partnership with cross-functional teams and other disciplines
  • Participate in defining and evolving the governance for strategic cycle execution, and support orchestration of execution together with other areas of the Evolution Office and the directorate
  • Lead programs, maintaining an integrated view of the roadmap and ensuring delivery of a set of initiatives that share the same objective to maximize perceived and delivered value to end users.

Requirements

  • Experience with portfolio management methodologies and best practices
  • Bachelor’s degree in Administration, IT, Accounting, Economics or related fields
  • Completed post-graduate specialization/MBA in Administration, Portfolio Management and/or Project Management or related areas
  • Knowledge of agile methodologies and practices
  • Knowledge of results-driven management methodologies
  • Experience with portfolio management tools such as Jira and Confluence
  • Storytelling, communication and writing skills
  • Strong interpersonal and strategic communication skills and the ability to work collaboratively
  • Proficiency in Microsoft Office
  • Product management and value stream practices
  • Knowledge of organizational and business metrics
  • Systemic and business-minded perspective focused on interpreting internal and external business needs and recommending best practices
  • Proactivity and results orientation
  • Strategic communication and relationship-building skills
  • Expertise in negotiation and influencing
  • Data analysis
  • Risk management
  • Complex problem solving with a broad perspective that enables identification of innovative solutions
  • Ability to build professional relationships across different hierarchical levels.
Benefits
  • Fixed 14th and 15th salary payments
  • Profit-sharing (based on seniority)
  • Health and dental plans with no copayment
  • Wellness programs via Wellhub (formerly Gympass), including nutrition, psychology, occupational health, massage, running groups and local gym access
  • Meal and food allowances (VA/VR) — flexible percentage allocation between cards, no copayment
  • Extended maternity and paternity leave
  • Childcare or nanny assistance for children up to 6 years and 11 months
  • Support for children with disabilities, no age limit
  • Life insurance
  • Private pension plan up to 8% of salary
  • Training platform — Sicredi Aprende, offering a variety of courses
  • 40-hour workweek — using a time bank system
  • Remote work allowance (except for positions requiring 100% on-site presence).
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio management methodologiesagile methodologiesdata analysisrisk managementresults-driven management methodologiesproduct management practicesvalue stream practicesMicrosoft OfficeJiraConfluence
Soft Skills
storytellingcommunication skillswriting skillsinterpersonal skillsstrategic communication skillscollaborative skillsproactivityresults orientationnegotiation skillscomplex problem solving
Certifications
Bachelor’s degree in AdministrationBachelor’s degree in ITBachelor’s degree in AccountingBachelor’s degree in Economicspost-graduate specializationMBA in AdministrationMBA in Portfolio ManagementMBA in Project Management