Portfolio Management Specialist

Job Description

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.

Required Skills & Experience

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

Nice to Have Skills & Experience

CFA

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

*Pay range for this role is between $60/hr - 80/yr CAD.