Portfolio Value Manager

Medix

$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in portfolio/program management or business transformation.
  • Experience managing complex business and technology portfolios.
  • Strong in strategic planning and business case development.
  • Excellent communication and stakeholder management skills.
  • Experience interacting with senior executives and cross-functional teams.

Responsibilities

  • Review and prioritize new initiatives for strategic alignment and value.
  • Partner with key Sponsors to define problem statements and outcomes.
  • Oversee 70+ initiatives from Discovery through Implementation.
  • Conduct value assessments to support investment decisions.
  • Develop Lean Business Cases, Epics, and portfolio governance materials.
  • Monitor portfolio health, risks, and progress regularly.
  • Prepare monthly portfolio reviews and executive presentations.

Benefits

  • Opportunity to work in a dynamic environment driving strategic initiatives.
  • Collaborative work with business and technology teams for value realization.
  • Exposure to senior leadership, enhancing professional network and growth.
  • Engagement in a wide range of projects, ensuring diverse experience.
  • Alignment with innovative methodologies like Lean and Agile.
Full Job Description
Key Responsibilities:
  • Review and prioritize new initiatives based on strategic alignment, value, and portfolio fit.
  • Partner with Sponsors to define problem statements, business outcomes, and executive presentations.
  • Provide oversight across 70+ initiatives from Discovery through Implementation.
  • Conduct value assessments and support investment and prioritization decisions.
  • Develop Lean Business Cases, Epics, roadmaps, and portfolio governance materials.
  • Monitor portfolio health, risks, dependencies, progress, and strategic alignment.
  • Prepare monthly portfolio reviews, executive presentations, and portfolio reports.
  • Partner with business and technology teams to drive strategic initiatives and value realization.

Qualifications:
  • 5+ years of experience in portfolio management, program management, business transformation, product management, or strategy.
  • Experience managing complex business/technology initiatives and portfolios.
  • Strong skills in strategic planning, business case development, governance, and value management.
  • Excellent analytical, communication, presentation, and stakeholder-management skills.
  • Experience working with senior executives and cross-functional teams.


Preferred Qualifications:
  • Financial services or banking experience.
  • Experience with Agile, Lean, SAFe, or enterprise transformation.
  • Experience with portfolio management, roadmaps, Epics, and Lean Business Cases.

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