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Corporate Finance - Firmwide Data Management - Portfolio Management Office – VP

Job Description

The Office of the Firmwide Chief Data Officer is designed to support the Bank in driving governance, policy adherence and strategy for firmwide data.  The Firmwide Data Management Office drives business impact by organizing, improving, and connecting the Firm’s data. The program aims to deliver for critical business initiatives, improve data tools and capabilities, and improve the quality, use, and overall management of data. 
This role will sit within the Portfolio Management Office (PMO) organization and interact extensively with CDO teams including, but not limited to, Data Quality, Data Use, Data Network Architecture, Data Control, Information Architecture, and Data Integration in efforts to achieve the objectives of the Firmwide Chief Data Management Office. The role is dynamic, fast moving, and requires interaction with a myriad of stakeholders within Firmwide Data Management (FDM) and across other lines of business and corporate functions.
Responsibilities include:
  • Lead the FDM organization in migrating onto a dynamic Project Portfolio Management (PPM) platform/tool to do (1) real-time resource management (e.g., time tracking, capacity management) and (2) financial management (actuals vs. forecast) across the portfolio
  • Participate in the development of guidelines and standards for FDM’s Portfolio Management Office (PMO); supporting the 100+ PM community in maturing the sophistication of project delivery, throughout the full project lifecycle (from project concept & scoping, through to closure)
  • Support creation of materials for, and socialization of, associated FDM PMO guidelines and expectations with Project Management (PM) community
  • Conduct onboarding for new PMs joining FDM throughout the year (e.g., approach for getting them ‘up-to-speed’, orientation to our tooling, website, processes, expectations)
  • Review, reconcile and conduct quality assurance on the FDM Project Portfolio across the tooling ecosystem (SharePoint Inventory, OPTIC CTB Status Reporting, Clarity Resource/Financial Mgmt); ensure consistency in project metadata across PMO tooling, including project naming conventions, key contact roles, milestones, RAG status, etc.
  • Collaborate and influence ~100+ PM community to ensure effective controls across the lifecycle of project delivery
    • Lead the new project start process, and in-flight project closure process, including tracking/monitoring of upcoming starts and closures to proactively engage PMs; facilitate documentation from associated PMs, including quality reviews, finalizing agendas for approval with the leadership team
    • Conduct quality reviews for in-flight/execution projects to ensure thoroughness, completeness and accuracy of Project Manager status reports prior to portfolio status reviews with senior leadership and work with PMs to address gaps before briefings
    • Operationalize a new project change control process, for in-flight projects with significant scope
  • Lead the process for annual portfolio planning (e.g., 2019 portfolio planning process) and drive quarterly resource and financial re-baselining processes
    • Collaborate across the ~10-15 functional areas within FDM to align project portfolio planning with financial planning processes, annually and to conduct quarterly refreshes on the portfolio
    • Oversee portfolio-level resource and cost aggregation, ensuring costs and resources are tied to projects, accurately reflect reality, and tell a meaningful story at the overall FDM level
  • Support the maintenance of the FDM PMO SharePoint site as the “one-stop-shop” for all content of importance to the broader FDM Project Management community; PM training materials, Calendar of deadlines, PMO Key Terms, and any other dynamic content that requires periodic refresh



  • Bachelor’s degree, advanced degree preferred
  • 10+ years of related work experience; minimum 5 years of previous experience working on complex financial projects / programs
  • Experience driving a portfolio management office, including resource management and financial management
  • Experience with Project Portfolio Management (PPM) tools (e.g., Clarity PPM) in support of a large portfolio’s financial and resource management activities
  • Strong written and verbal communication skills as well as attention to detail
  • Ability to demonstrate analytical and problem solving skills – including ability to anticipate, access and determine solution
  • Strong relationship building skills, demonstrated consultative approach and influencing skills
  • Ability to work effectively in a high pressure, agile work environment
  • Solid work ethic and strong sense of ownership of end result
  • Strong teamwork orientation and the ability to foster collaboration within and across teams
  • Proficient in Microsoft Office tools
Req #: 180046034
Location: Jersey City, NJ US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 5000 US Dollar (USD)

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