Portfolio Management Specialist

JOB DESCRIPTION

Insight Global is looking for an experienced Portfolio Management Specialist net new position 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.

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

REQUIRED SKILLS AND 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 AND EXPERIENCE

CFA

As part of our recruitment process, AI-assisted tools may be used to support candidate screening, resume review, interview note-taking, and application evaluation. These tools are intended to help improve efficiency and consistency throughout the hiring process. All hiring decisions remain subject to human review, and candidates are assessed based on their qualifications, skills, experience, and alignment with the requirements of the position.