Portfolio Manager

Mmi Holdings Ltd; Gauteng; Hybrid; ZAR 800 000 - 1 200 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Portfolio Manager. The role involves overseeing portfolio level governance for agile product deliveries, ensuring alignment with business strategy, and managing cross-product dependencies. Candidates should have over 7 years of project management experience and a strong understanding of the insurance industry. This position offers a permanent contract with a remote opportunity available.

Qualifications

• 7+ years' experience in a dedicated project management position.
• Experience with managing large-scale programmes from conceptualization to close-out.
• Strong understanding of business processes in the Insurance industry.

Responsibilities

• Provide oversight to portfolio level value-driven governance for agile product deliveries.
• Drive portfolio-level information delivery and value risk oversight.
• Collaborate with line managers for proper staffing and capacity management.

Skills

Project Management

Agile methodology

Analytical skills

Communication skills

Problem-solving skills

Negotiation skills

Education

Relevant B-degree or Diploma

Relevant M-degree

Relevant Project Management Certification

Tools

Project Management software

Job description

Overview Closing Date

Reference Number MMH-2 | Job Title: Portfolio Manager | Position Type: Permanent | Role Family: Operations Cluster | Momentum Insure Company Limited | Remote Opportunity (Some of the time) | Location: Country: South Africa | Province: Gauteng | Town / City: Centurion

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.

Role Purpose

The Agile Portfolio Manager will provide oversight to portfolio level value-driven governance for agile product deliveries across Momentum Insure.

The position will play a crucial role in ensuring that all initiatives are aligned to the Momentum Insure's business strategy and 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-level initiatives and business risks, metrics, and information related to value delivery.

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 software development life cycle (SDLC)
• Knowledge of products administered by the business unit 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.

Duties & Responsibilities

Portfolio management: 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.

Facilitate, with the business executive team, initiative selection/approval and strategic prioritization to ensure maximum value to the business and prioritization of risk and compliance initiative.

Maintain the overall business portfolio, with timely inclusion of initiatives being implemented in the product/agile delivery teams.

Ensure cross-product 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, highlight initiatives that could be terminated / stopped that are no longer contributing to the overall business strategy and objectives.

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.

Additional Responsibilities

Oversee the achievement and risk "blockers" related to product deliveries.

Partner with product teams to review lean business cases, linking business benefits to investments for funding and allocation requests.

Ensure Agile principles and practices are applied consistently.

Oversee the creation and review of key metrics, outcomes, and reporting related to key milestones and objectives.

Assess and report the health of product deliveries with objectivity, accuracy, and transparency.

Ensure that appropriate stakeholders are engaged in risk identification and mitigation.

Predict and identify risks/opportunities from interdependencies of product deliveries.

Support the identification/removal of barriers to delivery.

Promote the pace and energy within the team and leading by example.

Strong commitment and support for the success of the team and outcomes.

Agile Delivery

Develop agile delivery best practices and collaborate with project managers and business stakeholders to maintain standards for project management and embed good Agile delivery principles.

Key stakeholder engagement with areas in Momentum Metropolitan to align on delivery of initiatives to evaluate delivery processes and practices to find and support the best ways of delivery for the business.

People Goals

Ability to build relationships and work collaboratively with diverse leaders.

Competencies

• Actively live the company values.
• Analytical thinker.
• Self-starter.
• Ability to work independently and as part of a team.
• Customer / Stakeholder commitment.
• Drive for results.
• Collaboration.
• Impact and influence.
• Exploring possibilities.
• Making decisions.
• Managing tasks.
• Developing strategies.
• Resolving conflict.
• Articulating information.
• Meeting timelines.
• Negotiation skills.
• Analytical skills.
• Microsoft Office skills.
• Communication skills.
• Problem-solving skills.
• Critical thinking skills.
• Planning and organizing skills.
• Conflict management skills.