Portfolio Planning Job Description
Portfolio planning
provides industry Solutions and Strategy, Product Solutions and Executive Leadership with meaningful and actionable market research, industry analysis and intelligence.
Portfolio Planning Duties & Responsibilities
To write an effective portfolio planning job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio planning job description templates that you can modify and use.
Sample responsibilities for this position include:
Implement standard portfolio reports (development and maintenance) for use with our business partners to ensure alignment and cost savings
Manage the annual WM Applications IT Development, Maintenance and Financial budget deliverables
Work with teams to meet or exceed the Applications Group maintenance and miscellaneous cost saving targets
Represent Wealth Management Applications at Planning Meeting with the business team
Provide on-going analysis of progress against plan, by team and by sponsor
Actively manage Outstanding Invoices to minimize payment issues with Offshore Vendors and ensure Contribution to Overhead departmental targets are achieved
Ensure effective controls in place to manage pipeline and deliver projects to a consistent framework
Lead Merchant and Acquirer Processing finance for our Annual and Quarterly Operating Plans
Build financial models that analyze and explain the story behind the numbers
Design and present executive level reports summarizing portfolio and program performance
Portfolio Planning Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Portfolio Planning
List any licenses or certifications required by the position: PMP, PMI, ITIL, APICS, PLANNER, FINANCIAL, CERTIFIED, PSP, AACE, SP
Education for Portfolio Planning
Typically a job would require a certain level of education.
Employers hiring for the portfolio planning job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, MBA, Engineering, Finance, Economics, Marketing, Education, Project Management, Management, Business/Administration
Skills for Portfolio Planning
Desired skills for portfolio planning include:
Relevant planning and decision support models
Excel
Transmission system modeling and security constrained optimal power flow models
Applicable aspects of utility regulation
Automotive industry - competitive product analysis
Both office and industrial asset types
Commercial practices pertaining to power transactions
Drug development and familiarity with industry economic benchmarks
IWMS/CAFM systems
Industry-related resources
Desired experience for portfolio planning includes:
Change Management and delivery experience and disciplines Agile & Lean
Extensive knowledge and experience of working within operational areas is essential
Detailed understanding and working knowledge of systems and processes that underpin Customer Payment Solutions
Ability to manage and deliver programme scope in a business that is undergoing a high degree of organisational and strategic change
Broad knowledge in specific area/areas of the Banks products, services and policies in order to plan operations and strategies
Developing roadmaps, working with Field, forecasting, planning & strategy, Concept and Execute commit
Portfolio Planning Examples
1
Portfolio Planning Job Description
Job Description Example
Our innovative and growing company is hiring for a portfolio planning. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio planning
- Lead proactive process improvement
- Initiate creative solutions to business and financial challenges
- Ask great questions – be a detective who ferrets out risk and root causes
- Develop partnerships and alliances
- Mentor and develop executive summary and financial modeling skills in others
- Partner with FBP on various finance issues
- Lead annual solution strategy development process in collaboration with solution owners ensuring consideration of market and tech trends, segmentation, competition and partnerships
- Analyze and assess prior investments to understand returns and performance against business plans
- Provide strategic pricing support to solution owners and Chair the Pricing Council
- Lead the development of senior executive and board-level presentations on portfolio strategy and investment plans
Qualifications for portfolio planning
- Demonstrated understanding of process improvement programs and processes, with experience driving them successfully within technology organizations highly preferred
- Thought leader in the Agile domain
- Outstanding communication, analytical and problem-solving skills
- BA/BS degree is required with preference for degrees in Computer Science, Engineering, or related fields
- MBA degree or equivalent preferred
- 10+ years of business planning experience with a financial/analytical/consultative focus with progressively increasing responsibility
2
Portfolio Planning Job Description
Job Description Example
Our innovative and growing company is looking for a portfolio planning. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio planning
- Providing product-related subject expertise, market insights and portfolio data analytics to drive decisions around product strategy, portfolio balancing, and pricing
- Orchestrate the execution of the Portfolio Capabilities Roadmap and adoption/uptake of investment processes and behaviors
- Provide necessary strategic and tactical planning oversight to ensure that as new investment portfolio management capabilities are introduced, and that the appropriate changes to processes, systems and data, and governance are made
- Ensure the pace of introducing portfolio capabilities improvements are reasonable and achievable
- Provide technology release planning oversight to ensure that the work to mechanize capabilities improvements in the supporting portfolio systems and reporting are done in a coordinated and efficient manner
- Establish an appropriate change network and channels to drive changes broadly throughout the enterprise where subject matter expertise is cultivated to sustain the changes
- Establish and maintain mechanism for the continuous feedback and improvement of our portfolio capabilities
- Create and execute on an adoption/change plan with appropriate multi-channel (web, email, training, in-person focus groups, ) marketing and communications
- Develop ongoing outreach activities across the portfolio community to promote the awareness and understanding of our investment portfolio capabilities
- Establish and drive the participation of our online Community of Practice across the investment portfolio community so that our online site becomes our main channel to provide guidance, information, and answer questions on portfolio management topics
Qualifications for portfolio planning
- Detailed oriented, accurate, and thorough
- Proven executive level reporting
- Experience with Hyperion Planning tool preferred
- Support the svp of Global R&D and Quality to identify, plan, and execute key department initiatives
- Leads the financial analysis and accountability for the department
- Lead a team 7 to up-level and implement critical quality systems to include product lifecycle management, supply base management, quality management system, and customer complaints
3
Portfolio Planning Job Description
Job Description Example
Our company is hiring for a portfolio planning. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for portfolio planning
- Establish and maintain discussion boards/threads on key topics, and that questions are being answered in a timely manner
- Create the appropriate connections with related communities and groups within the company
- Preparing detailed periodic internal credit reviews
- Continuously reviewing compliance items with a view to identifying deteriorating situations early
- Preparing consent/waiver requests entailing a detailed analysis of the request, ramifications of the request for the bank and recommendation
- Responding to periodic inquiries regarding portfolio concerns
- Provide Planning, Operational and Portfolio Management leadership for US SLT
- Oversee Executive Leadership Scorecards & presentations to ensure consistent updates on overall US MA business
- Lead the implementation, application, and integration of standard planning & operational processes and tools including but not limited to the development, monitor, and control of integrated scope, timelines, budgets, risk management plans, and communication plans
- Oversee Field Operations for medical affair field teams (MSL and MOSL), including operational planning oversight, field capability needs, and US Commercial Ops partnership on field execution and pull through
Qualifications for portfolio planning
- Business management/consulting (6 years)
- Leads the forecasting function to ensure the full portfolio of products are available to maximize service levels to customers while minimizing write-off liabilities
- Defines, directs and executes innovative planning and commercialization cost reduction and quality improvement initiatives related to manufacturing, distribution and transportation
- Develops and manages the ongoing relationships with support functions, customers and vendors to improve service levels
- Manages strategic relationships with support functions and vendors to support business requirements
- Manages relationships with strategic business partners and customers to support business requirements
4
Portfolio Planning Job Description
Job Description Example
Our growing company is looking to fill the role of portfolio planning. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for portfolio planning
- Develop the process & lead the alignment across US MA TAs on global business & financial planning
- Leverage good portfolio management practices to make simplicity in governance, prioritization and decision making a recognized competitive advantage for US MA
- Manages change in order to improve organizational effectiveness and customer service
- Designs and implements control systems and metrics to ensure efficient, effective, high quality, and timely services and deliverables
- Ensure data driven decisions on resource allocation, process and quality improvement
- Manage overall US MA internal and external budget, headcount and capital assets
- Partnering across a range of functions to ensure timely and efficient execution of lifecycle planning and portfolio related processes
- People leadership of 4 direct reports
- Represent PPP in late stage portfolio committee discussions, cross-functional development and commercial teams
- Work closely with other New Products Group Managers Product Line Managers (PLMs) to accomplish this role
Qualifications for portfolio planning
- Manages integrated systems and related functions
- Senior-level management, leading a diverse work team (10 years)
- Ability to lead, coach and manage others
- Leadership to skillfully manage senior management, challenge the status quo and be data-based for all decisions
- Strong written and oral communication skills storytelling expertise
- Strong ability to frame issues and analysis
5
Portfolio Planning Job Description
Job Description Example
Our growing company is looking to fill the role of portfolio planning. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio planning
- Work with IBPO Director to flesh out the integrated planning process and detailed steps
- Involve in development of strategic planning, portfolio management, and quarterly business reviews
- Put together a planning community and program manage planning cadence
- Program manage planning interlocks with laser focus on process orchestration and optimization
- Collaborate with Strategy, Finance, and CXO teams as planning core team, planning community composed of planners from BUs, Geos, and Functions
- Excellent at financial modeling, metrics and tracking
- Multi-task and prioritize in a fast paced environment
- Demonstrate excellent collaboration, interpersonal and communication skills, and experienced in communicating at the executive level
- Influence cross-functional teams with reason, and strong communication skills
- Be a trusted advisor to the planning community
Qualifications for portfolio planning
- Take minutes at Program meetings
- At least 10 years of professional experience, inclusive of at least 5 year of planning and/or project management experience
- Must have experience in establishing and managing plans to implement transformational initiatives
- Must have experience in developing and executing on change and adoption plans
- Must have well-developed facilitation and presentational skills
- 2-3 years of experience in project finance preferred