What are the responsibilities and job description for the Senior Technology Portfolio Management Analyst position at Motion Recruitment?
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Senior Technology Portfolio Management Analyst in Charlotte, NC (Hybrid).
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.
Contract Duration: 12 Months
Required Skills & Experience
Portfolio Execution & Governance Support
Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.
Contract Duration: 12 Months
Required Skills & Experience
- 4 years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
- Required Qualifications
- 5 years of experience in technology portfolio management, business services, program management, or operations.
- Demonstrated ability to independently manage moderately complex work.
- Proficiency in Excel, PowerPoint, SharePoint, and collaboration tools.
- Experience supporting or coordinating Move to Leader (MTL) or workforce transition activities.
- Experience with JIRA, ServiceNow, registry/capacity tools, financial systems, and Power BI.
- Consult on or participate in moderately complex initiatives and deliverables within Technology Business Services Consulting and contribute to large-scale planning related to Technology Business Services Consulting deliverables.
- Review and analyze moderately complex Technology Business Services Consulting challenges that require an in-depth evaluation of variable factors.
- Contribute to the resolution of moderately complex issues and consult with others to meet Technology Business Services Consulting deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements.
- Collaborate with client personnel in Technology Business Services Consulting.
Portfolio Execution & Governance Support
- Independently execute assigned portfolio management activities including intake, prioritization workflows, and governance routines.
- Serve as operational back-up to the Lead TPM for defined portfolio areas.
- Monitor alignment to RTB/CTB classification and governance standards; escalate exceptions as needed.
- Own forecasting, tracking, and variance analysis for assigned portfolios or programs.
- Partner with Finance and Business Services Leaders to validate headcount, budget, and spend.
- Coordinate AU and cost center maintenance activities following governance requirements.
- Prepare recurring portfolio reports, dashboards, and executive-ready summaries.
- Ensure data accuracy across enterprise systems such as JIRA, ServiceNow, registry/capacity tools, and financial platforms.
- Develop and maintain Power BI dashboards to support decision-making.
- Coordinate end-to-end MTL activities across Internal, Tech-for-Tech, and External-to-Tech moves.
- Support MTL intake, planning, and execution by validating rosters, work scope, applications, controls/RAUs, and financial elements.
- Track MTL timelines, approvals, and documentation across engagement, review, execution, and post-move phases.
- Ensure accuracy of registry updates, AU/cost center changes, and system updates tied to MTL activity.
- Escalate risks, issues, and exceptions to the Lead TPM or Business Services leadership.
- Maintain portfolio and MTL artifacts and documentation in accordance with enterprise standards.
- Identify and implement process improvements within assigned scope.
- Engage cross-functional partners including Product, Engineering, Finance, HR, TPCE, BCM, and Business Services.
- Translate portfolio and MTL data into clear insights for senior stakeholders.
- Provide guidance and mentoring to junior analysts.