TL;DR

GWM US Portfolio Management Officer (Fintech): Supporting the division’s Digital Strategy by supporting the Quarterly Business Review Process, the Digital Initiatives and associated tooling to enable compliance with the firm’s Agile framework. Focus on monitoring portfolio financials including tracking of budget shifts, Return on Investment (ROI), forecasts, actuals and benefits.

Location: Must be based in the US

Salary: $120000 to $160000

Company

%hirify_global% is a leading global wealth manager and the leading universal bank in Switzerland.

What you will do

Support the Quarterly Business Review process, partnering with business leads and Agile Stream and Crew Leads.
Monitor portfolio financials including tracking of budget shifts, Return on Investment (ROI), forecasts, actuals and benefits.
Deliver the yearly change planning process across the portfolio to ensure business objectives are accounted for and prioritized.
Monitor key portfolio KPIs and OKRs to aid in making future investment decisions.
Build relationships with business sponsors and program managers to aid in the management of technology investments.
Assist in facilitating organization-wide Agile transformations.

Requirements

Strong analytical and writing skills, project management skills.
Strong presentation and visualization skills.
Strong quantitative ability and attention to detail.
Influencing skills, ability to partner effectively with others.
Familiarity with portfolio management and program management.
Ideally 5+ years business/financial services/management consulting experience.

Nice to have

Familiarity with Agile methodology and Objectives and Key Results a plus.
Familiarity with financial planning and business management necessary.
University Degree preferred.

Culture & Benefits

Flexible working options when possible.
Inclusive culture brings out the best in our employees.
Dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow.