Portfolio Manager

$145,600 - $166,400/Yr

Candid8 Limited - Newport Beach, CA

posted 4 months ago

Full-time - Senior
Newport Beach, CA

About the position

The Portfolio Manager will serve as a Strategic Implementation Consultant, focusing on driving strategic planning into execution within the organization. This role is critical in managing the portfolio of projects and ensuring alignment with the overall business strategy. The consultant will work closely with various teams, including strategy, portfolio, and change management, to create a viable division portfolio that meets the company's objectives. Reporting directly to the AVP of Business Strategy Acceleration, the Portfolio Manager will leverage their expertise in strategic and portfolio planning to foster stakeholder buy-in and facilitate process adoption across the organization. In this position, the Portfolio Manager will partner with the Director of Strategy and the Director of Portfolio Management to identify and address gaps in the strategic plan and portfolio planning processes. This collaboration aims to strengthen the foundation of these functions and ensure that the organization is well-positioned to execute its strategic initiatives effectively. The role requires a proven track record of bridging strategy to execution, with a deep understanding of project management principles and methodologies. The Portfolio Manager will be responsible for developing a strategic roadmap that aligns with the business strategy, delivering key deliverables such as an annual plan portfolio by September 15, 2025, which includes key initiatives, prioritization, and capacity planning. Additionally, the consultant will draft a five-year portfolio roadmap that prioritizes identified capabilities and initiatives, utilizing spreadsheets and Excel models to support their analysis and presentations. Strong interpersonal skills are essential for influencing, persuading, and motivating others within the organization, as well as for developing business cases and conducting data analysis to support decision-making.

Responsibilities

  • Drive strategic planning into execution as a Strategic Implementation Consultant.
  • Create a viable division portfolio in collaboration with strategy, portfolio, and change management teams.
  • Report to the AVP of Business Strategy Acceleration.
  • Apply expertise and best practices of strategic and portfolio planning, ensuring stakeholder buy-in and process adoption.
  • Partner with the Director of Strategy and Director of Portfolio Management to evaluate and resolve gaps in strategic planning and portfolio processes.
  • Develop a strategic roadmap that aligns with the business strategy.
  • Deliver an annual plan portfolio by September 15, 2025, including key initiatives and prioritization.
  • Draft a five-year portfolio roadmap prioritizing identified capabilities and initiatives.
  • Utilize spreadsheets and Excel models for analysis and presentations.
  • Conduct research and data analysis to support strategic initiatives.

Requirements

  • 10+ years of progressive experience in project/program management with demonstrated experience at a portfolio level.
  • Proven track record bridging strategy to execution.
  • In-depth knowledge of change management principles.
  • Experience in delivering multiple projects successfully.
  • Strong interpersonal skills to influence, persuade, and motivate others.
  • Experience developing a strategic roadmap that aligns with the business strategy.
  • Proficiency in Microsoft Excel and PowerPoint for data analysis and presentations.
  • Experience with AWS/Azure DevOps.

Nice-to-haves

  • Agile and Lean Certification
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