Portfolio Management Specialist

Insight Global is looking for an experienced Portfolio Management Specialist to lead the strategic implementation of a new Portfolio Management application. This role requires deep expertise in Portfolio Management systems and practices, with a focus on defining the target state, managing implementation strategy, and guiding organizational decision-making throughout the deployment lifecycle.

Strategic Planning:
Define the target architecture and capabilities for the new Portfolio Management system.
Develop the program’s implementation and rollout strategy.
Set governance structures and success measures.

Requirements & Analysis:
Gather and validate business and technical requirements across teams.
Perform data analysis to inform system design and migration plans.
Identify gaps between current-state processes and future-state needs.

Decision Support & Communication:
Create option analyses outlining trade-offs, timelines, and resource needs.
Present insights and recommendations to executives and stakeholders.
Lead decision-making forums and communicate outcomes organization-wide.

Implementation Leadership:
Oversee requirements delivery, system configuration, and solution alignment.
Manage stakeholder engagement and change management activities.
Drive cross-functional collaboration to ensure successful execution.

Please Note: We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

10+ years of hands-on experience with Portfolio Management systems and applications
Deep understanding of Portfolio Management capabilities, best practices, and industry standards
Proven experience leading complex system implementations or transformations
Strong analytical and business process improvement skills
Excellent stakeholder management and communication abilities
Experience preparing business cases and presenting to senior leadership
Self-organized and results-driven with ability to manage multiple priorities independently
Demonstrated success working in large matrixed organizations with ability to navigate complex stakeholder landscapes and drive consensus across competing priorities

CFA

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.