Portfolio Planning & Management Associate

A7 Recruitment; Pasig; On-site; PHP 900,000 - 1,300,000; Full time

Benefits offered by this job

Commission

Performance Bonus

Health Insurance

Life Insurance

HMO

Job summary

A recruitment agency is looking for a Portfolio Planning & Management Associate in Pasig for a full-time, on-site position. This role requires providing comprehensive portfolio support, including monitoring and reporting. Ideal candidates should have a degree in Engineering, Business, or Economics, with 4 to 8 years of experience in portfolio management and a strong understanding of financial analysis. Competitive benefits include health insurance and performance bonuses.

Qualifications

• 4-8 years of experience in PMO/Portfolio/Program Management.
• Proficient in strategic financial analysis techniques, including NPV, IRR, and ROI.
• Experience in managing portfolio governance cycles and decision records.
• Experienced in managing portfolio structures, prioritization frameworks, initiative taxonomies, and KPIs aligned to customer journeys.
• Proficient with Excel financial modeling and executive dashboards using Power BI or Tableau.
• Holds or is pursuing project/portfolio certifications such as CAPM, Agile/Scrum, PMP, PRINCE2, PgMP, or PfMP.

Responsibilities

• Coordinate the end-to-end intake process for proposed initiatives.
• Prepare standardized portfolio dashboards and management reports.
• Identify emerging risks and elevate to portfolio leads as needed.
• Prepare intake summaries, evaluation packs, and decision logs for portfolio governance forums.
• Maintain a consolidated view of the CRS portfolio, including initiatives, timelines, milestones, and key dependencies.
• Map initiatives to CRS priorities, customer journeys, and strategic objectives, flagging misalignments or overlaps.
• Support high-level tracking of resource demand (budget and capacity) and sequencing considerations.
• Collect, consolidate, and validate delivery, financial, and benefits data across portfolio initiatives.
• Track progress against agreed milestones, KPIs, and benefits realization indicators.
• Identify emerging risks, delays, or data inconsistencies and elevate to portfolio leads as needed.
• Prepare standardized portfolio dashboards and management reports for governance cycles.

Skills

Strategic planning

Financial analysis

Portfolio management

Resource tracking

Risk identification

Excel financial modeling

Power BI or Tableau

Education

Bachelor's degree in Engineering, Business, or Economics

Postgraduate qualifications (MBA or CFA)

CFA progress

Tools

Excel

Power BI

Tableau

ServiceNow SPM

Planview

Jira Align

MS Project Online

Job description

A7 Recruitment

On-site - Pasig 3-5 Yrs Exp Bachelor Full-time

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Job Description

Employee Recognition and Rewards

Commission, Performance Bonus

Government Mandated Benefits

Insurance Health & Wellness

Health Insurance, Life Insurance, HMO

Setup: 100% Onsite

Description

This is a full-time, on-site role located in Pasig for a Portfolio Planning & Management Associate. The associate provides end-to-end portfolio support across intake and prioritization, portfolio planning and alignment, and portfolio performance monitoring and reporting. The role is designed to establish and sustain portfolio discipline, visibility, and baseline decision support for CRS leadership, ensuring initiatives are aligned to strategy, customer journeys, and value objectives.

Responsibilities

• Coordinate the end-to-end intake process for proposed initiatives, ensuring submissions meet defined entry criteria and documentation standards.
• Validate completeness of business cases, benefits outlines, scope definitions, and high-level delivery assumptions.
• Apply approved prioritization criteria and scoring models to support comparative assessment of initiatives.
• Prepare intake summaries, evaluation packs, and decision logs for portfolio governance forums.
• Maintain a consolidated view of the CRS portfolio, including initiatives, timelines, milestones, and key dependencies.
• Map initiatives to CRS priorities, customer journeys, and strategic objectives, flagging misalignments or overlaps.
• Support high-level tracking of resource demand (budget and capacity) and sequencing considerations.
• Collect, consolidate, and validate delivery, financial, and benefits data across portfolio initiatives.
• Track progress against agreed milestones, KPIs, and benefits realization indicators.
• Identify emerging risks, delays, or data inconsistencies and elevate to portfolio leads as needed.
• Prepare standardized portfolio dashboards and management reports for regular governance cycles.

Qualifications

• Holds a bachelor’s degree in Engineering, Business, Economics, or related fields, with postgraduate qualifications such as an MBA or CFA progress as a strong asset.
• Well versed in strategic planning and financial analysis, including evaluating business cases using NPV, IRR, and ROI.
• Experienced in managing portfolio structures, prioritization frameworks, initiative taxonomies, and strategic roadmaps aligned to KPIs and customer journeys.
• Supports portfolio governance cycles end to end, including intake QA, preparation of evaluation materials, facilitation of review forums, and maintaining decision records.
• Skilled in identifying cross‑initiative risks, resource constraints, sequencing issues, and delivery dependencies across programs.
• Proficient with Excel financial modeling, portfolio analytics, and creating executive‑level dashboards and reports using Power BI or Tableau, with hands‑on experience in PPM tools (ServiceNow SPM, Planview, Jira Align, MS Project Online).
• Brings 4–8 years of PMO/Portfolio/Program Management experience, ideally in regulated or asset‑intensive industries, with a track record of enhancing portfolio effectiveness and reporting quality.
• Holds or is pursuing project/portfolio certifications such as CAPM, Agile/Scrum, PMP, PRINCE2, PgMP, or PfMP.