T Rowe Price Group, Inc
Portfolio Planning and Analysis Leader
T Rowe Price Group, Inc, Maryland Line, MD
Requisition Number: 70327
Position Title:
External Description:
Role Summary
T. Rowe Price's Transformation Office is seeking a Portfolio Planning and Analysis Leader for our Baltimore office. Reporting to the Change Portfolio Director, this individual will:
Responsibilities:
Qualifications:
Required:
Desired:
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.
City:
State:
Community / Marketing Title: Portfolio Planning and Analysis Leader
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion:We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions• Flexible and remote work opportunities• Health care benefits (medical, dental, vision)• Tuition assistance• Wellness programs (fitness reimbursement, Employee Assistance Program)Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
Position Title:
External Description:
Role Summary
T. Rowe Price's Transformation Office is seeking a Portfolio Planning and Analysis Leader for our Baltimore office. Reporting to the Change Portfolio Director, this individual will:
- Lead the enterprise portfolio demand management function to ensure alignment of the project portfolios with business strategy and objectives.
- Partner with business leaders, general managers, and program leaders to prioritize demand and align portfolio investments with business goals.
- Monitor and report on demand trends and portfolio performance to ensure effective decision making.
- Develop and maintain relationships with key stakeholders to ensure effective communication and collaboration.
- Lead the development and execution of the annual planning process for the Enterprise Portfolio.
- Work closely with key stakeholder to ensure plans are aligned with the firm's strategic objectives and value drivers.
- Monitor and report on the progress of portfolio plans throughout the year, adjusting as necessary to ensure goals are met.
- Exercises sound judgment balancing risks and making prompt decisions in ambiguous or difficult situations.
- Delivers insights across programs into dependencies, resource constraints, and risks and drives appropriate mitigating actions.
- Serve as an organizational resource to build project management capabilities across the business.
Responsibilities:
- Oversees end-to-end program management activities for large-scale, high-value, and complex programs that span multiple business units, with oversight for the full program life cycle. Accountable for a program, consisting of a portfolio of various related projects. Manages the progress and contributions of workstream leads or subordinate project managers to ensure all activities deliver expected value within committed time frames and budget. Manages contingencies between multiple projects and monitors interdependencies and synergies where required. Proactively recommends approaches to mitigate contingencies and dependencies within and across programs.
- Builds and synthesizes highly detailed project plans, budgeting and forecasting models, or resource plans requiring significant stakeholder management skills and interpretation of diverse and varied information. Monitors market changes and stakeholder needs; recommends plan adjustments to meet changing needs that optimize costs, benefits, and speed of delivery. Develops statements of work, stakeholder management plans, guiding principles, project goals, risks, resource allocation, and roles and responsibilities for assigned projects. The high-profile nature of assigned projects often requires planning on an enterprise-wide, global scale.
- Secures, leads, motivates, and inspires the internal and external resources required to effectively deliver the program. Establishes the program's governance (e.g., sponsors, approvers, stakeholders). Participates in the evaluation, selection, and management of external resources or vendors. May require interaction with regulators. Provides transparency in project progress and effectively anticipates and mitigates major risks across the project life cycle. Proactively crafts feasible solutions to combat risks and issues. Exercises sound judgment, balancing risks and making prompt decisions in ambiguous or difficult situations. Manages communication with business unit leaders at a detailed functional level and discusses/resolves issues.
- Works with all required functions and groups to effectively plan and execute the program. Coordinates resources across organizational boundaries. Strategizes and develops tools and training methods to enable successful project management throughout the enterprise. Trains and coaches project teams in execution methodologies and promotes adoption of best practices. Ensures program delivery is in conformance with company methodologies and standards; develops standards in collaboration with management. Considered an expert in this space
- Measures and monitors program costs and benefits, including actual results and forecasts with comparisons to original or baseline plan and updates plans with accurate, up-to-date information in a timely manner. Follows financial standards and processes (e.g., monthly external revenue accruals, procurement, and external payments). Reports financial information and status to the required executive level. Ensures program solution(s) meets quality and reliability requirements and that the launch approach meets or exceeds adoption targets. Monitors program results for significant deviations, evaluates options, and takes corrective actions.
Qualifications:
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience AND
- 10+ years of total relevant work experience in portfolio management
Desired:
- Demonstrated experience in developing and implementing demand management processes and tools preferably in a large-scale organization
- Strong leadership skills, with the ability to lead and build trusted partnerships
- Excellent communication and interpersonal skills across many levels of the organization
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.
City:
State:
Community / Marketing Title: Portfolio Planning and Analysis Leader
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion:We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions• Flexible and remote work opportunities• Health care benefits (medical, dental, vision)• Tuition assistance• Wellness programs (fitness reimbursement, Employee Assistance Program)Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.