Portfolio Manager

MMI Holdings Ltd; Centurion; Hybrid; ZAR 800,000 - 1,200,000; Full time

Job summary

A leading financial services company is seeking a Portfolio Manager to oversee agile product deliveries and align initiatives with business strategy. The role requires extensive project management experience and knowledge of the insurance industry to ensure effective governance and value delivery across various initiatives.

Qualifications

• 7+ years’ experience in project management.
• Experience managing large-scale programmes.
• Proficient understanding of the insurance industry.

Responsibilities

• Oversee portfolio-level governance for agile product deliveries.
• Drive information delivery and value risk oversight.
• Facilitate initiative selection and prioritization.

Skills

Project management

Agile methodology

Risk management

Business analysis

Stakeholder engagement

Education

Relevant B-degree or Diploma

Relevant M-degree

Tools

Project management software

Job description

Closing Date: 2023 / 03 / 31
Reference Number: MMH221101-2
Job Title: Portfolio Manager
Position Type: Permanent
Role Family: Operations
Cluster: Momentum Insure
Company: Momentum Metropolitan
Remote Opportunity: Some of the time
Location - Country: South Africa
Location - Province: Gauteng
Location - Town / City: Centurion

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 for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za

Role Purpose

The Agile Portfolio Manager will oversee portfolio-level value-driven governance for agile product deliveries across Momentum Insure. The role is crucial in aligning initiatives with Momentum Insure’s business strategy and ensuring they meet short/long-term business needs and value expectations.

This person will also drive portfolio-level information delivery and provide value risk oversight by partnering with product owners, product managers, and project managers to define, analyze, and report on portfolio initiatives, business risks, metrics, and information related to value delivery.

Requirements

Experience and Qualifications

• Relevant B-degree or Diploma (essential)
• Relevant M-degree (desirable)
• Knowledge of 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 the business unit is an advantage

Experience

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

Duties & Responsibilities

• Ensure the organization’s business and financial objectives and strategic goals are clearly articulated and accessible.
• Investigate the feasibility of initiatives supporting business strategy and objectives.
• Facilitate initiative selection, approval, and prioritization with the executive team to maximize value and manage risks.
• Maintain the overall business portfolio, including timely addition of initiatives.
• Manage cross-product dependencies.
• Establish metrics to measure initiative effectiveness in line with goals and KPIs.
• Ensure the portfolio meets its goals and delivers expected ROI.
• Identify and recommend termination of non-contributing initiatives.
• Create reports to communicate progress and portfolio metrics.
• Collaborate on resource management to ensure proper staffing and capacity.
• Oversee achievement and address risks related to product deliveries.
• Partner with product teams to review business cases and link benefits to investments.
• Apply and promote agile principles and practices.
• Review key metrics, outcomes, and milestones.
• Assess and report on delivery health objectively and transparently.
• Engage stakeholders in risk management.
• Identify risks and opportunities from interdependencies.
• Support barrier removal to delivery.
• Promote team energy and lead by example.
• Develop agile delivery best practices and standards.
• Engage key stakeholders across Momentum Metropolitan.
• Evaluate and improve delivery processes.
• Build collaborative relationships with leaders.
• Manage programs within the Scaled Agile Framework (SAFe) or similar.
• Design and analyze dashboards and data storytelling.
• Handle ambiguity with flexibility.
• Communicate effectively, both orally and in writing.
• Work independently and collaboratively.