Senior Portfolio Analyst

Sr. Portfolio Analyst - BA07EE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

This Sr. Portfolio Analyst role helps align strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. Supports the prioritization of work and financial accountability for the products and solutions in a portfolio. Coordinate, sustain, and improve value streams. Plan and monitor IT budgets to ensure alignment with strategic initiatives/objectives. Forecast future budget needs, measure portfolio performance, and coordinate required compliance activities.

This role will have a Hybrid work arrangement, with the expectation of working in an office (Hartford, CT) 3 days a week (Tuesday through Thursday). 

Responsibilities:

• Oversee portfolio backlog to visualize work, manage flow, and improve predictability.
• Drive metrics and reporting focused on value delivery, throughput, and portfolio health.
• Define and maintain portfolio-level objectives that align with enterprise strategy.
• Facilitate prioritization of initiatives based on value, capacity, and risk.
• Partner with IT and business portfolio teams, product management, and delivery teams to ensure transparency and enable executive reporting.
• Facilitate portfolio-level ceremonies and reviews to foster collaboration and alignment.
• Drive innovation by identifying opportunities to leverage generative AI and other emerging technologies within portfolio management and delivery processes. 
• Supports vendor management, including contracts, Purchase Orders, MBM, invoice approvals.
• Supports  LOB Strategic Themes informing Value Stream OKRs/KPIs
• Partners with Portfolio Lead to champion the finance evolution to Agile – funding value streams, product vs. project mindset, and actively uses Agile estimation
• Assists in maintaining a workforce strategy, inclusive of vendors, such that employee/vendor ratios, onshore/offshore, HIG offices, etc. are considered to achieve an optimum balance
• Monitors current and target team compositions, and path forward via hiring and other levers
• Participates in required or needed training, continuous learning activities, participates in CoP
• Supports and mentors on lean principles and a continuous improvement and innovation culture
• Partners with all roles within the LPM function  as necessary to support and with Value Stream leadership and agile teams as necessary to support to drive organizational agility and maximize business outcomes while implementing LPM strategies
• Actively supports 1 – 2 LPM Pillars to ensure solutions will deliver the business vision
• Assists with the Independently makes trade-off decisions within agile team

Agile Portfolio Operations:

• Supports Portfolio Kanban to balance and manage Business and IT portfolio mix
• Enables support for maintaining healthy, sustainable Portfolio backlogs, visualize and limit Work in Process (WIP), reduce batch sizes, and improve release time/ frequency/quality
• Provides support to schedule and prepare health reviews, scorecards, risks, MORs

Lean Governance:

• Informs how to continuously improves Portfolio ways of working, practices, and flow
• Accountable for monitoring use of Rally and Clarity, including and data management
• Drives guardrails to support dynamic financials, performance, compliance, and/or delivery

Strategy & Investment Funding:

• Support investment prioritization is transparent and collaborative across Business and IT
• Regularly monitor the multiyear roadmap balances business and IT strategies and priorities
• Drives continuous compliance with audit, regulatory, and non-discretionary needs

Qualifications:

• 3 years' of portfolio management experience or equivalent leadership experience.
• 3 years' of industry experience preferred. Experience with Agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus
• Proven ability to build commitment and empower o