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Bank of America Portfolio Governance Subject Matter Expert, Core Technology Infrastructure in Charlotte, North Carolina

Portfolio Governance Subject Matter Expert, Core Technology Infrastructure

Charlotte, North Carolina

Job Description:

The Portfolio Governance Subject Matter Expert is integral to the role of supporting the function of Portfolio Management for the GBAM ERF TI organization.

As a team member you will have responsibility for ensuring governance, metrics and Portal tools are used effectively throughout the organization and recommending continuous improvement in everything we do. TI area has responsibility for timely and cost-effective delivery of infrastructure programs to the Global Banking & Markets technology teams.

The candidate will provide experience and knowledge in the planning, performance management, programming and budgeting field and support both growth and maintenance of strategic global programs. This position will be accountable to the Head of Portfolio Management for the GBAM ERF TI and the COO as well as the respective business sponsors of the projects and programs, working closely with project managers and engagement services.

The successful candidate will work as a member of the GBAM ERF TI team and lead activities to proactively and strategically plan and assess the use of IT portfolio(s) in the GBAM ERF TI organization. The incumbent will manage and support the Book of Work portfolio for GBAM ERF TI including the provision of technical assistance to the investment (capital/initiative) and decision support functions to improve alignment with strategies and goals. Also responsible for generating and tracking metrics to better manage the portfolio and drive value.

Job Description:

Technology:

  • Assist in architecting and developing tool strategy for maintaining portfolio including forecasting & recovery

  • Assist the head of Portfolio management in developing processes for Portfolio Management

  • Apply systematic management to portfolio tools and help with capabilities to quantify, measure, and evaluate efforts against strategic goals and objectives for the portfolio

  • Provide technical assistance to team for tools and processes managed including investment and decision support functions

  • Create reports and support the generation of comprehensive reports to justify information technology investments

  • Support planning and creation of strategic roadmaps and delivery of a release plan

  • Deliver reporting on key performance indicators for the Sr. Leadership Team and actively assess project performance via the GBAM CTO Health Dashboard

  • Evaluate metrics and build new where applicable

  • Provide support for End to End Technology for programs and projects

Processes:

  • Support the establishment, manage, and update IT portfolio management processes – best in class. Find issues and document improvement procedures

  • Provide requisite expertise and support establishing, managing, and updating portfolio management processes correlated with the Portal Community

  • Help Prepare quarterly portfolio meetings with stakeholders and support of deck creation including quarterly business reviews

  • Use the right questions and tools to uncover root causes to business challenges, identify opportunities, and make recommendations

  • Establish and deliver training for all functional areas within scope of Portfolio Management

Portfolio Management:

  • Conduct performance management analysis and decision support that realizes routine investment performance (e.g., cost, schedule, and performance) against planned accomplishments through coordinated program reviews with program stakeholders

  • Provide recommendations for resource allocation to improve alignment with strategies and goals

  • Draft portfolio-level and program-level planning guidance input, and coordinate input with stakeholders

  • Integrate complementary portfolio functions and information with budget processes and requisition deliverables (e.g., Capital Planning submission), and leveraging portfolio tools/information to address formal and ad-hoc finance related data calls from stakeholders

  • Support Project Managers and Senior Leadership team managing program

  • Provide support to establish and facilitate the associated decision support processes to control and justify information technology investments and align with budget and forecasting processes

  • Support compliance with the capital and allocation planning processes

  • Drive Financial and Workforce integration for evaluation of projects in the Portfolio

Project Development:

  • Perform project management responsibilities relating to information technology implementations, upgrades, conversion, and recovery

  • Role has direct and matrixed execution responsibility for delivering program/projects

  • Partner with Program and Project Managers and SMEs to create business requirements for technology solutions

  • Support Operation Excellence program management, and may engage in OpEx initiatives

People:

  • Manage relationships with primary platform vendors

  • Build relationships with Sr. Leadership teams, business management and project managers, become a trusted advisor

Required Skills

  • 10+ years in project/program management, encompassing the full life cycle of planning, execution, implementation, and BAU handover

  • Requires 5+ years leadership and management experience in managing IT programs of work

  • Experience in product or platform development with a track record of coordinating and implementing large scale initiatives preferred

  • Extensive experience with Portfolio Management technology and platforms required with strong emphasis on knowledge of industry trends and capabilities (PPM, APPTIO)

  • Strategic thinker and team player with a track record executing complex projects in a matrix environment

  • 3-5 years support experience in Process Design, Governance, EPO, Technology or similar environment

  • Ability to integrate and analyze data from multiple sources, draw conclusions and prepare/present executive-level material

  • Experience working in high visibility, high pressure environment

  • Highly organized and detail oriented, with the ability to multi-task and manage multiple priorities.

  • Data mining and analysis skills

  • Excellent quantitative and analytical skills, with the ability to identify insights to help drive business performance and shape strategy

  • Advanced proficiency with Microsoft Excel and PowerPoint

  • Driven and excited by challenge and change – ready to roll up your sleeves to get the job done

  • A self-starter with high level of energy, urgency, and personal accountability

Core Technology Infrastructure Organization:

  • Is committed to building a workplace where every employee is welcomed and given the support and resources to perform their jobs successfully.

  • Wants to be a great place for people to work and strive to create an environment where all employees have the opportunity to achieve their goals.

  • Believes diversity makes us stronger so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

  • Provides continuous training and development opportunities to help employees achieve their career goals, whatever their background or experience.

  • Is committed to advancing our tools, technology, and ways of working to better serve our clients and their evolving business needs.

  • Believes in responsible growth and is dedicated to supporting our communities by connecting them to the lending, investing and giving they need to remain vibrant and vital.

LOB Job Profile:

Manages design, configuration, and implementation for a large or several small to medium systems. Deals with most difficult or complex systems and generates new design ideas. Interfaces with business areas to ensure all initiatives support business strategies and goals. Primary liason with vendors, consultants and Sr Tech Mgrs. Responsible for staffing, performance management and compensation decision making. Ensures proper training and staffing on an on-going and project basis. Typically 5 or more years of systems experience.

Job Band:

H5

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Portfolio Governance Subject Matter Expert is integral to the role of supporting the function of Portfolio Management for the GBAM ERF TI organization.

As a team member you will have responsibility for ensuring governance, metrics and Portal tools are used effectively throughout the organization and recommending continuous improvement in everything we do. TI area has responsibility for timely and cost-effective delivery of infrastructure programs to the Global Banking & Markets technology teams.

The candidate will provide experience and knowledge in the planning, performance management, programming and budgeting field and support both growth and maintenance of strategic global programs. This position will be accountable to the Head of Portfolio Management for the GBAM ERF TI and the COO as well as the respective business sponsors of the projects and programs, working closely with project managers and engagement services.

The successful candidate will work as a member of the GBAM ERF TI team and lead activities to proactively and strategically plan and assess the use of IT portfolio(s) in the GBAM ERF TI organization. The incumbent will manage and support the Book of Work portfolio for GBAM ERF TI including the provision of technical assistance to the investment (capital/initiative) and decision support functions to improve alignment with strategies and goals. Also responsible for generating and tracking metrics to better manage the portfolio and drive value.

Job Description:

Technology:

  • Assist in architecting and developing tool strategy for maintaining portfolio including forecasting & recovery

  • Assist the head of Portfolio management in developing processes for Portfolio Management

  • Apply systematic management to portfolio tools and help with capabilities to quantify, measure, and evaluate efforts against strategic goals and objectives for the portfolio

  • Provide technical assistance to team for tools and processes managed including investment and decision support functions

  • Create reports and support the generation of comprehensive reports to justify information technology investments

  • Support planning and creation of strategic roadmaps and delivery of a release plan

  • Deliver reporting on key performance indicators for the Sr. Leadership Team and actively assess project performance via the GBAM CTO Health Dashboard

  • Evaluate metrics and build new where applicable

  • Provide support for End to End Technology for programs and projects

Processes:

  • Support the establishment, manage, and update IT portfolio management processes – best in class. Find issues and document improvement procedures

  • Provide requisite expertise and support establishing, managing, and updating portfolio management processes correlated with the Portal Community

  • Help Prepare quarterly portfolio meetings with stakeholders and support of deck creation including quarterly business reviews

  • Use the right questions and tools to uncover root causes to business challenges, identify opportunities, and make recommendations

  • Establish and deliver training for all functional areas within scope of Portfolio Management

Portfolio Management:

  • Conduct performance management analysis and decision support that realizes routine investment performance (e.g., cost, schedule, and performance) against planned accomplishments through coordinated program reviews with program stakeholders

  • Provide recommendations for resource allocation to improve alignment with strategies and goals

  • Draft portfolio-level and program-level planning guidance input, and coordinate input with stakeholders

  • Integrate complementary portfolio functions and information with budget processes and requisition deliverables (e.g., Capital Planning submission), and leveraging portfolio tools/information to address formal and ad-hoc finance related data calls from stakeholders

  • Support Project Managers and Senior Leadership team managing program

  • Provide support to establish and facilitate the associated decision support processes to control and justify information technology investments and align with budget and forecasting processes

  • Support compliance with the capital and allocation planning processes

  • Drive Financial and Workforce integration for evaluation of projects in the Portfolio

Project Development:

  • Perform project management responsibilities relating to information technology implementations, upgrades, conversion, and recovery

  • Role has direct and matrixed execution responsibility for delivering program/projects

  • Partner with Program and Project Managers and SMEs to create business requirements for technology solutions

  • Support Operation Excellence program management, and may engage in OpEx initiatives

People:

  • Manage relationships with primary platform vendors

  • Build relationships with Sr. Leadership teams, business management and project managers, become a trusted advisor

Required Skills

  • 10+ years in project/program management, encompassing the full life cycle of planning, execution, implementation, and BAU handover

  • Requires 5+ years leadership and management experience in managing IT programs of work

  • Experience in product or platform development with a track record of coordinating and implementing large scale initiatives preferred

  • Extensive experience with Portfolio Management technology and platforms required with strong emphasis on knowledge of industry trends and capabilities (PPM, APPTIO)

  • Strategic thinker and team player with a track record executing complex projects in a matrix environment

  • 3-5 years support experience in Process Design, Governance, EPO, Technology or similar environment

  • Ability to integrate and analyze data from multiple sources, draw conclusions and prepare/present executive-level material

  • Experience working in high visibility, high pressure environment

  • Highly organized and detail oriented, with the ability to multi-task and manage multiple priorities.

  • Data mining and analysis skills

  • Excellent quantitative and analytical skills, with the ability to identify insights to help drive business performance and shape strategy

  • Advanced proficiency with Microsoft Excel and PowerPoint

  • Driven and excited by challenge and change – ready to roll up your sleeves to get the job done

  • A self-starter with high level of energy, urgency, and personal accountability

Core Technology Infrastructure Organization:

  • Is committed to building a workplace where every employee is welcomed and given the support and resources to perform their jobs successfully.

  • Wants to be a great place for people to work and strive to create an environment where all employees have the opportunity to achieve their goals.

  • Believes diversity makes us stronger so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

  • Provides continuous training and development opportunities to help employees achieve their career goals, whatever their background or experience.

  • Is committed to advancing our tools, technology, and ways of working to better serve our clients and their evolving business needs.

  • Believes in responsible growth and is dedicated to supporting our communities by connecting them to the lending, investing and giving they need to remain vibrant and vital.

LOB Job Profile:

Manages design, configuration, and implementation for a large or several small to medium systems. Deals with most difficult or complex systems and generates new design ideas. Interfaces with business areas to ensure all initiatives support business strategies and goals. Primary liason with vendors, consultants and Sr Tech Mgrs. Responsible for staffing, performance management and compensation decision making. Ensures proper training and staffing on an on-going and project basis. Typically 5 or more years of systems experience.

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-21077122

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kathryn Dixon

Referral Bonus:

0

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

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