Portfolio Analyst

Portfolio Analyst - BA08CE

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.

Combine your interests in Technology, Finance and business value delivery in this multi-faceted role supporting Data Science AI & Analytics IT Portfolio. This role helps align strategy and execution by applying Lean systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. The IT Portfolio Analyst shall support the prioritization of work and financial accountability for the products and solutions within a portfolio. Coordinate, sustain, and improve value streams. Plan and monitor Data Science AI & Analytics budgets to ensure alignment with strategic initiatives and objectives. Forecast future budget needs, measure portfolio performance, and coordinate required compliance activities.

Financial Accountabilities

• Support Financial Operations by reviewing outlook locks, facilitating operations planning, and contributing to monthly reserving, capitalization, and financial reporting.
• Plan and monitor Data Science budgets to ensure alignment with strategic initiatives and objectives.
• Oversee vendor management activities, including contract administration, Purchase Orders, MBM processes, and invoice approvals.
• Partner with the Senior Portfolio Lead to drive the finance transformation toward Agile practices-supporting value stream funding, shifting from project to product mindset, and enabling Agile estimation.

• Assist in developing and maintaining a comprehensive workforce strategy that considers optimal ratios across employee/vendor, onshore/offshore, and HIG office locations.
• Provide support for workforce data capture, metrics, measurement, ratio analysis, and forecasting.
• Coordinate Agile-related training and continuous learning initiatives to support team development.

• Collaborate with the Senior Portfolio Lead to manage the Portfolio Kanban and ensure timely delivery of key initiatives.
• Provide administrative support to establish and maintain portfolio flow-visualizing and limiting Work in Process (WIP), reducing batch sizes, and managing long-term development queues.
• Contribute to the development and maintenance of an enterprise-wide CIO portfolio view.
• Support preparation for portfolio health reviews, scorecards, and MOR (Management Operating Review) meetings.
• Assist in reporting key portfolio metrics such as backlog health, feature lead time, predictability, throughput, and milestone burn-up.
• Help ensure compliance with audit and regulatory requirements and support non-discretionary initiatives through continuous portfolio oversight.
• Provide support for Rally data management and play a key role in integrating Agile reporting tools like Clarity and Rally.

• 1-3 years of portfolio management or equivalent leadership experience; 1 year of industry experience preferred.
• Familiarity with software development processes, including iterative and incremental methodologies.
• Proven experience managing financials and understanding IT financial management practices.
• Intermediate to advanced experience with MS Excel

• Strong ability to influence and build effective partnerships across teams.
• Excellent communication skills-written, verbal, and presentation.
• Solid understanding of Agile and Scaled Agile frameworks.
• Hands-on experience with Agile methodologies such as Scrum and Kanban.