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• Understand the correlation between Advisory governance requirements and the portfolio management and reporting approach. Manage changes in portfolio management and reporting resulting from evolving requirements from leadership.
• Understand portfolio reporting requirements and convert them to tangible outputs (reports) as needed
• Coach and guide project teams on an established governance model and reporting requirements (often virtually)
• Onboard projects in Clarizen (a project management tool) in a consistent manner (will require actual working in the tool)
• Collaborate with other operational teams (finance, risk and technology review) to most effectively leverage project information and support project execution
• Manage change to the working model for supporting multiple investment groups on portfolio management and reporting governance
• Technology savvy to be able to maneuver through a combination of platforms and tools used for project management, reporting, analytics, and collaboration.
• Storyboarding experience using power point or another tool
• Intermediate MS Excel knowledge and application
• Strong analytical skills with attention to detail
• Communicate effectively with Portfolio team stakeholders (Program Directors, resources, etc.)
• Strong organizational and time management skills
• Strong interpersonal and facilitation skills
• Diligent, reliable, able to multi task and quick to understand requirement.