Mid Level Portfolio Manager

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Job Summary:

Zurich North America is a leading provider of commercial property-casualty insurance solutions and is currently seeking a Portfolio Manager. The Portfolio Manager will oversee operational management of IT governance adherence, support project managers in maintaining the success of the IT portfolio, and drive operational excellence through continuous improvement initiatives.

Responsibilities:

• Comply with governance guidelines to ensure adherence with the Zurich Project Management Framework and the Zurich Risk Policy throughout all project phases from funding submission through project closure.

• Support the sponsor, business lead, and project manager to ensure all aspects of business case (case for change, benefits, financials, technical solution, etc.) are clearly defined. Ensures relevant stakeholders are engaged in evaluating the business case.

• Recognize and make appropriate recommendations to apply different delivery approaches (waterfall, Agile/Scrum, Zurich Lean) and funding approaches

• Ensures good financial stewardship by providing insights on financial forecasting and alignment to approved budget.

• Support risk management planning by conducting thorough reviews and analysis. Offer insights and recommendations to project managers to enhance response planning and risk control, increasing the chances of positive outcomes and reducing the likelihood of negative events.

• Lead, coordinate, and ensure the successful execution of monthly governance activities for active IT projects, supporting project and program managers. Responsibilities include, but are not limited to, advance month-end preparations, financial forecast reconciliation, status reporting, and risk management.

• Independently collate and analyze data using pre-determined tools, frameworks, and methods to provide advance insights on active projects to IT leadership.

• Oversee the prompt collection, creation, distribution, storage, and management of project artifacts, ensuring proper control and monitoring.

• Able to apply effective decision-making to keep the IT portfolio compliant with all governance requirements, while maintaining an audit trail to safeguard the organization.

• Drive operational excellence and foster a culture of continuous improvement by evaluating project and program deliverables as well as business processes. Identify opportunities to enhance efficiency within ZNA governance, IT portfolio management, and project management operations.

• Based on the need of the project, support internal and external relationships with Group PMO, business partners and suppliers as required.

• Utilize established tools and processes to improve the tracking key project metrics such as budgets and schedules and highlight variances to manage and control specific project variables.

• Support the risk assessment process from the business case development through execution lifecycles to ensure the ‘health’ of the portfolio by individual project successes.

• Build relationships with project/program managers across a portfolio to assist in project delivery.

• Model behaviors that demonstrate commitment to corporate values.

• Provide input into performance management discussions of project team members.

• Educate team members and business partners on area of technical expertise.

• Provide guidance and support for team members.

• Take action to manage own personal development and encourage others to do the same.

Qualifications:

Required:

• Bachelors Degree and 5 or more years of experience in the Project Management or Program Management area OR

• High School Diploma or Equivalent and 7 or more years of experience in the Program Management area OR

• Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Project Management or Program Management area

Preferred:

• Strong verbal and written communication skills, organizational and analytical skills

• Ability to lead cross-functional/business project teams

• Experience with Microsoft Office and project tracking tools

• Project Management Institute Project Management Professional certification (PMP)

• P&C Insurance, Financial Services experience

• Project management with Waterfall and Agile experience

• Experience with delivery and management of technical projects OR Experience with Software Development Life Cycle (SDLC) methodologies

• Experience working with vendors

Company:

Zurich American Insurance is an international commercial property-casualty insurance provider. It is a sub-organization of Zurich Insurance Group. Founded in 2016, headquartered in Schaumburg, Illinois, USA, team size 10001+ employees, currently Late Stage.