Portfolio Manager

5 days ago

Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme),
and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and
people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies
and organisations care for and reward their employees and members. Through our own network of advisers or via
independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions
Role Purpose

Responsible for the overall Investo portfolio of work as well as the delivery of programmes from initiation to close-out, to meet business objectives in compliance with all relevant governance, risk and audit requirements.
Requirements

**Qualifications**:

- Relevant B-degree or Diploma (essential)
- Relevant M-degree (desirable)
- Relevant Project Management Certification (desirable)
- Knowledge of relevant Project Management software and tools
- Knowledge of Project Management lifecycle, from conception to close-out
- Knowledge of agile methodology
- Knowledge of the software development life cycle (SDLC)
- Knowledge of products administered by Investo will be an advantage

**Experience**:

- 7+ years’ experience in a dedicated project management position (essential)
- Experience with managing large-scale programmes from conceptualization to close-out (essential)
- Experience with managing a portfolio of work
- 3 - 5 years in a senior management position (desirable)
- Business experience - understanding of business and business processes
- Proficient understanding of the Insurance industry

**Skills**:

- Negotiation skills
- Analytical skills
- Microsoft Office skills
- Communication skills
- Problem-solving skills
- Critical thinking skills
- Planning and organizing skills
- Conflict management skills
Duties & Responsibilities
- Ensure that the organization’s business and financial objectives and strategic goals are clearly articulated and accessible.
- Investigate the feasibility of initiatives in support of business strategy and objectives
- Co-ordinate the development of relevant initiative business cases in line with business objectives
- Facilitate, with the business executive team, initiative selection/approval and strategic prioritization to ensure maximum value to the business through selected programmes and projects
- Maintain the overall Investo portfolio, with timeous inclusion of newly approved and prioritized initiatives
- Coordinate the execution of the projects and programmes in the portfolio by working with project and programme managers
- Ensure cross-programme dependencies are managed
- Establish and implement metrics to measure the effectiveness of initiatives in line with goals and key performance indicators
- Ensuring the portfolio is meeting the stated goals and objectives and delivering on the expected return on investment
- When needed, terminate projects and programmes that are no longer contributing to the overall business strategy and objectives
- Portfolio Reporting: Creating reporting documentation to communicate progress and other portfolio metrics.
- Resource Management: Collaborate with line managers to ensure the team is properly staffed with the right capacity and competencies to deliver on initiatives and when needed facilitate the (re-)allocating of resources throughout the life cycle of the portfolio.
- Facilitate the definition of the objectives, success measures and scope of new initiatives / programmes, to ensure deliverables and expectations are clearly articulated and aligned to business objectives.
- Facilitate the execution of programmes to ensure that the initiatives are successfully integrated into its existing business systems, process, and practices
- Plan the overall programme and monitor progress ensuring that milestones are being met across the various projects and programmes
- Define the programme controls, processes, procedures, reporting, etc., to manage the programme from conceptualisation to close-out
- Manage the programme budget and identify opportunities to enhance cost effectiveness.
- Manage communication and decision making with the programme steering committee.
- Responsible for the daily management through the life cycle of the programme.
- Act as first point of escalation from projects to facilitate risk and issue resolution.
- Manage cross-project dependencies
- Manage the risks and issues that arise over the course of the programme life cycle, taking measures to correct them when they occur.
- Analyse programme-related data (issue logs, risk logs, action logs) to enable informed decision-making and data utilisation.
- Develop project management best practices and collaborate with project managers and business stakeholders to maintaining standards for project management and embed good pr

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