Senior Portfolio Management Analyst

Role Overview

• Provide visibility into the unified investment portfolio and the value capture/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 focused on managing Sicredi's investments
• Share knowledge of processes and tools to improve the quality of data records used for portfolio management
• Mentor teams and other organizational units 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 business areas can use them for decision-making
• Create narratives for executive materials about the unified portfolio and for monitoring strategy execution and the results achieved
• Lead meetings with leadership and tactical teams to align priorities and investments, supporting trade-off discussions focused on maximizing results
• Work in partnership with cross-functional teams and other disciplines
• Participate in defining and evolving the execution governance of the strategic cycle 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 Business Administration, IT, Accounting, Economics or a related field
• Specialization/MBA completed in Business Administration, Portfolio Management and/or Project Management or related areas
• Knowledge of agile methodologies and practices
• Knowledge of results-based management methodologies
• Experience with portfolio management tools such as Jira and Confluence
• Storytelling, strong written and verbal communication skills
• Strong interpersonal and strategic communication skills and ability to work collaboratively
• Proficiency in Microsoft Office

Benefits

• 14th and 15th fixed salaries
• Profit-sharing (based on seniority)
• Health and dental plans with no co-pay
• Well-being programs with Wellhub (formerly Gympass), including Nutrition, Psychology, Occupational Health, Massage, running groups and local gym access
• Meal and food allowance with flexible allocation percentage between cards (VA/VR), with no co-pay
• Extended maternity and paternity leave
• Childcare or nanny subsidy for children up to 6 years and 11 months
• Assistance for children with disabilities, no age limit
• Life insurance
• Private pension plan up to 8% of salary
• Training platform – Sicredi Aprende, offering a wide range of courses
• 40-hour workweek — using a time bank system
• Remote work allowance (except for positions that require 100% on-site presence)