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PMO Portfolio & Resource Analyst, Finance (US Remote Work Eligible)

Company: EDWARD JONES
Location: Saint Louis
Posted on: November 22, 2021

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

The role will be responsible for managing a portfolio of initiatives for the same division, maintaining visibility of all key project information. In addition, the role will assist HR leaders and project leaders as needed in their efforts to coordinate and monitor the scheduling, resourcing and health of projects, ensure adherence to schedules, assist in developing solutions for issues & risks, and consult on metrics to evaluate delivering business outcomes that are completed on time and within approved cost.

Key Responsibilities:

  • Support management of division portfolio including portfolio intake process, strategic roadmaps, portfolio dashboards & appropriate connections to service delivery (projects, product teams) for the division's PMO
  • Lead business planning process execution and coordination with firm/division stakeholders (Firm Strategy, DPM, Division Senior Leaders) as needed
  • Develop, manage and publish division's key performance indicators (KPIs)
  • Maintain state-of-the-art knowledge on project management methodologies including Agile, Waterfall and Product Management; understands processes and when/how to appropriately use each methodology.
  • Provide weekly administration of Clarity PPM (portfolio, resources, allocations, time tracking); provide Clarity training, reporting and share best practices with stakehoders as needed.
  • Identify gaps in resource capacity based on team, role or skill. Escalate capacity gaps to leadership.
  • Develop tools and leverage systems to effectively support operational and strategic resource management and analysis across division including Clarity PPM, Tabeau, Sharepoint, etc.
  • Manage backlog of work requests, and coordinate/lead prioritization and status meetings, including assisting business leaders with identifying trade offs and risks in order to support portoflio needs.
  • Support shared services analysts in meeting their commitments and addressing project variances, issue escalation and resolution by reviewing their plans and routinely tracking progress.
    • Bachelor--s degree or higher from accredited college or university or equivalent experience
    • 1-2 years managing multiple/concurrent projects at one time preferred
    • Ability to multi-task; able to effectively handle multiple priorities/ responsibilities
    • Experience operating within a PMO structure preferred
    • Strong written, verbal, and active listening skills
    • Qualified candidate will demonstrate attention to detail andpossess strong analytical skills
    • Prefer familiarity with data analytics tools that supports resource management and decision making Problem Solving:
      • The Portfolio Leader may be responsible for meeting deadlines with a defined amount of resources and matching the available resources with the portfolio needs. When faced with time and resource challenges, the position will be responsible for identifying and exploring alternatives in order to select the best alternative that aligns with the portfolio and firm goals.
      • The Portfolio Leader will identify conflicts between stakeholders and build a consensus when portfolio decisions reach an impasse.
      • Must know when to escalate to leadership when problems are beyond the scope of their responsibility, ability or experience.
      • Assist in the analysis and resolution of individual problems and provide recommendations with mentoring from an experienced Resource Manager. Generally, the problems include more than one issue with multiple consequences to each resolution.
      • They will need to have the ability to identify, prioritize, monitor, communicate and resolve issues that can impact a small/medium project.
      • Regulations, internal policies, procedures and guidelines exist that must be followed but still require significant and frequent interpretation to solve problems. Solution is recommended by this position for approval by the Senior Portfolio Leader, Team Leader or Department Leader.
      • Solid understanding of department/division organization structure in order to engage the appropriate area for assistance in problem resolution. Decision Making:
        • The PMO Portfolio Leader needs to be able to present issues clearly, focus on desired results to recommend a solution and clearly communicate options to leaders. This role will make decisions with the assistance of the Resource Manager.
        • Most routine daily decisions will be made independent of review. However, other decisions, such as resource commitments, will be subject to review by the Senior Portfolio Leader. Some decisions are made with guidance from the Team, Project, Program or Department Leader, based on recommendations from this role.
        • This role requires regularly employing industry, firm and regulatory knowledge in decision making and communicating those decisions to stakeholders across the firm.
        • Explores multiple alternatives and arrives at appropriate decisions, which align with department / division goals and/or firm values. These decisions are typically subject to review.
        • Degree of risk is medium, as the more complex and risky decisions are subject to review by leadership. Span of Influence:
          • May work on multiple efforts at one time.
          • May coordinate/delegate tasks or responsibilities to other project team members in the department.
          • Affects and interacts with all levels of the firm. They are in frequent contact with the project team, leaders and associates in other departments and divisions.
          • May participate in the planning process at the department level.
            • FORTUNE 2020 -- Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For-- list.
              • From FORTUNE --2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
              • Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
              • 2020 Corporate Equality Index -- Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
              • Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list -- the highest ranking among the financial-services industry!
              • Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
                • The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified-- organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm--s 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
                  At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

                  Salary: $75962 - $129341
                  Category: Headquarters

Keywords: EDWARD JONES, St. Louis , PMO Portfolio & Resource Analyst, Finance (US Remote Work Eligible), Accounting, Auditing , Saint Louis, Missouri

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