Key Responsibilities
- Maintain a clear portfolio vision aligned to business strategy, market needs, and enterprise priorities.
- Translate strategic themes into portfolio level priorities and ensure alignment across sponsors, ARTs, and delivery teams.
- Ensure all work entering the portfolio meets strategic relevance and clear value justification.
Lean Portfolio Management (LPM)
- Lead the Portfolio Kanban including intake, triage, prioritization, readiness assessments, and sequencing of work.
- Support development and review of Lean Business Cases, including problem statements, value hypotheses, dependencies, risks, and financial impacts.
- Ensure Epic Owners and business partners meet intake, refinement, and definition standards before passing items to solutioning and delivery.
Governance & Portfolio Operations
- Facilitate or support portfolio ceremonies: Portfolio Syncs, prioritization rounds, readiness reviews, and quarterly or PI aligned governance checkpoints.
- Track portfolio progress, risks, dependencies, and financial adherence across all initiatives.
- Provide structured portfolio reporting and insights to senior leadership, highlighting constraints, trade offs, and required decisions.
Intake Management & Prioritization
- Own and continuously improve the intake process to ensure submissions meet quality standards and reflect business urgency, value, and feasibility.
- Apply prioritization criteria (strategic alignment, value, risk, dependencies, capacity) to determine what moves forward.
Execution Oversight & Dependency Management
- Support ARTs and Epic Owners by ensuring approved portfolio items are clearly communicated, properly sequenced, and aligned prior to PI Planning.
- Monitor flow of Epics across teams and ARTs, ensuring dependencies are understood and mitigation plans exist.
- Escalate systemic risks, blockers, or resource constraints impacting delivery.
Metrics, Transparency & Value Realization
- Establish and track portfolio KPIs including flow metrics, delivery predictability, value delivery, cycle time, and work in process.
- Ensure each Epic has measurable success criteria and value metrics; support post delivery reviews and benefits realization.
- Provide data driven insights for strategic adjustments, capacity balancing, and investment shifts.
Leadership, Stakeholder Influence & Collaboration
- Serve as a trusted advisor to senior leaders on portfolio health, strategic trade offs, risks, and investment recommendations.
- Build strong working relationships across business, technology, operations, finance, and transformation teams.
- Coach and support Epic Owners, PMs, Product Managers, and contributing teams in lean agile portfolio practices.
- Demonstrate leadership behaviours: ownership, proactive problem solving, influence without authority, structured communication, and high accountability.
Essential
- 6 - 10 years of experience in strategy execution, portfolio management, program delivery, or a similar role.
- Strong knowledge of SAFe, Agile delivery, Lean Portfolio Management, and value stream based operating models.
- Demonstrated experience supporting or leading multiple, complex initiatives concurrently.
- Exceptional stakeholder management and communication skills, with ability to engage senior leaders.
- Proficiency in portfolio tools (e.g., Jira, Azure DevOps, reporting dashboards) and strong analytical skills.br>
Desirable
- SAFe certifications (LPM, Leading SAFe, SPC, or POPM), and/or PMI certifications in Portfolio and program management
- Experience in healthcare or insurance industries.
- Understanding of financial analysis, portfolio cost modelling, and investment governance.
- Ability to coach teams and influence operating model evolution.
