Portfolio Planning Officer

Accountabilities & Key Roles :

• Assist in developing and updating portfolio plans to support the bank's objectives and priorities.
• Support the portfolio management process by helping with project selection, prioritization, and resource allocation activities.
• Coordinate with stakeholders across divisions to facilitate alignment and integration of enterprise programs.
• Track and report on portfolio performance, compiling data and preparing summary reports for management review.
• Contribute to the preparation of materials and data for quarterly business reviews
• Support risk management activities by identifying potential challenges in portfolio planning and suggesting mitigation options.
• Assist in the adoption and use of portfolio management tools and best practices.
• Prepare and update dashboard reports to provide timely insights into portfolio performance and project status.
• Participate in automation and AI initiatives within the function by providing data and process support.
• Suggest improvements to portfolio management processes and contribute to continuous improvement efforts.

Job Requirements : Education :

Bachelor's degree in Business Administration, Finance, or a related field.

Experience :

0 to 5 years of experience in portfolio management, program management, or a related field within a large organization. Experience in the banking or financial services industry is advantageous.

Competencies :