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Portfolio Manager
Portfolio ManagerSun Life • Waterloo, Ontario
Portfolio Manager

Portfolio Manager

Sun Life • Waterloo, Ontario
3 days ago
Job type
  • Full-time
Job description

Job Description

:

Role Summary

The primary responsibility of this role is to manage business management practices and processes, within the Technology Strategy and Transformation team in DCTS.

What will you do?

  • Ensure the portfolio is managed as a business by leading and executing processes for planning, budgeting, financial management and reporting.

  • Lead the development of supply and demand analytics, reporting, tools and processes, including time-tracking systems, demand planning tools and resource and portfolio management tools.

  • Provide independent and objective governance and support for expense management and resource management to achieve targets.

  • Develop and leverage models to analyze variance and trend based data to identify and communicate expense and project and portfolio performance and insight.

  • Intensify our customer focus through effective analytics and insight into services, providing operational metrics and reporting to show the value and cost of services provided. Improve processes, data and delivery.

  • Ensure effective cost recovery from clients, reviewing and revising and/or transforming the recovery model to provide better visibility and management of costs.

  • Work closely with stakeholders to effectively align portfolio reporting requirements; Improve the processes, data and delivery of portfolio reporting

  • Manage executive reporting, working with leaders to develop relevant metrics and highlight accomplishments

What will you need to succeed?

  • Strong financial acumen with good knowledge of business management practices and financial management skills and techniques.

  • Proven analytical and advanced problem solving skills to quickly get to root cause of any issue.

  • Demonstrated ability to summarize and distill volumes of data into meaningful management reports. Advanced proficiency level and experience with MS Excel is required.

  • Motivated individual with initiative, capable of owning and driving assignments

  • Demonstrated ability to influence and build rapport with colleagues to achieve outcomes through collaboration and partnerships.

  • Excellent communication skills at all levels with clarity and precision (verbal and written) and the ability to interpret requests which are not always clearly defined.

  • Excellent organizational skills and ability to prioritize wide range of tasks.

  • Five+ years’ experience in an IT environment.

  • University or other Post-Secondary education in a relevant field (Business/Commerce or Computer Science)

What’s in it for you?

  • An environment of continuous learning and improvement

  • A friendly, collaborative, and inclusive culture in an interactive team environment

  • Pension, stock and savings programs to help build and enhance your financial security

  • Working together, sharing common values, and encouraging growth & achievement.

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Portfolio Manager • Waterloo, Ontario

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