
Senior Portfolio Analyst
The Hartford
full-time
Posted on:
Location Type: Hybrid
Location: Connecticut • Florida • United States
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Salary
💰 $98,400 - $147,600 per year
Job Level
About the role
- Champions adaptability and a positive change mindset across Small Business teams, as teams evolve process, data and technology capabilities on our path to $10B by 2030.
- Implements and supports strategies that reduce resistance and enhance adoption of new initiatives.
- Drives leader accountability in adoption and leadership through change, acting as a transformation coach, supporting employees in navigating change.
- Leads teams in the development and execution of change management plans, including communications, upskilling, and stakeholder engagement campaigns, to support organizational transformation goals and anchor changes.
- Ensures technology implementations are aligned with business needs and user adoption strategies.
- Develops, improves, and maintains key Portfolio artifacts in collaboration with Finance and technology teams.
- Drafts Invest reporting deliverables and other key portfolio artifacts including powerpoint decks, excel spreadsheet and visualizations.
- Provides support and guidance to Value Stream Owners and Agile Portfolio Managers (APMs) on a regular basis.
- Supports 3-year roadmapping efforts in partnership with Value Streams and Lean Portfolio Management (LPM Team).
- Actively manages and refines all aspects of the KPI reporting process in close partnership with the LPM Business Lead, Finance, and Value Stream Owners.
- Owns Portfolio-level KPI artifacts and monitors Portfolio KPIs against plan.
- Liaises with Finance to drive Cost Benefit Analysis (CBA) refresh efforts.
- Coordinates and manages monthly and quarterly reporting in Portfolio Syncs and Strategic Roadmap Reviews.
- Organizes and executes working sessions with stakeholders to solicit input on key tasks, identify completion dates, risk, and issues.
- Follows up diligently with stakeholders. Drives resolution of open risks and issues.
- Partners closely with the cross-functional Lean Portfolio Management Teams to ensure adherence to exit criteria as epics move through the Kanban; support overall health of the Portfolio Kanban.
- Assists with Rally support and data management.
Requirements
- 5+ years of either P&C, project management, finance, or Agile experience is required.
- Strong Change Management mindset and Hands-on experience with change frameworks (ADKAR, Kotter or Change Consulting) is required.
- Proficiency with Excel, PowerPoint, and MS Teams preferred.
- Process mapping / improvement background preferred.
- Exposure to agile methodologies and frameworks such as Scaled Agile Framework (SAFe), Scrum, Kanban, etc. and Rally or similar agile workflow management tools preferred.
- Consistent and outstanding attention to detail with both numbers and words.
- Forward-thinking self-starter with the ability to understand "what the team needs to do next" and document those actions into a plan.
- Ability to Lean In – Seek to understand content, challenge & question, look for improvement opportunities, raise new ideas, build relationships and high-trust, with a focus on adding value
- Effective written and verbal communications skills with the ability to use data to tell a story and identify the "so what."
- Strong facilitation, collaboration and influence skills, including the ability to manage multiple stakeholders across multiple business units.
- Self-motivated individual with demonstrated ability to handle multiple high-priority demands, manage expectations, and achieve objectives in a fast-paced environment.
- Must be highly adaptable and comfortable with ambiguity; passionate about continuous improvement and innovation.
Benefits
- Health insurance
- 401(k) matching
- Bonuses
- Long-term incentives
- On-the-spot recognition
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
change managementADKARKotterchange consultingprocess mappingScaled Agile Framework (SAFe)ScrumKanbanKPI reportingCost Benefit Analysis (CBA)
Soft Skills
adaptabilitycommunicationfacilitationcollaborationinfluenceattention to detailself-motivatedproblem-solvingrelationship buildingcontinuous improvement