Senior Portfolio Management Analyst

Role Overview

• 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).