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Portfolio Analyst
Portfolio Analyst-March 2024
Charlotte
Mar 17, 2025
ABOUT THE HARTFORD
The Hartford is a leader in property and casualty insurance, group benefits and mutual funds. Together, we help people achieve amazing things.
10,000+ employees
Financial Services, Insurance
VIEW COMPANY PROFILE >>
About Portfolio Analyst

  SR Portfolio Analyst - BA07EE

  We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.

  Job Profile Summary

  The Data Science and Analytics team is looking for energetic candidates who want to grow their financial acumen and help modernize our reporting and financial practices. In this role, candidates will support the day-to-day activities of financial management, gain exposure, and expand knowledge of agile delivery and finances, have opportunities to present to leadership and be given the opportunity to influence our future reporting needs.

  Job Description

  As a Portfolio Analyst, you will be part of a team responsible for Data Science and Analytics Financial Operations and Lean Portfolio Management (LPM).

  This position is responsible for streamlining current financial capabilities and aligning those capabilities to the Lean mindset in support of our Scaled Agile journey. In this role you will partner with Data Science and analytics team as well as finance partners to manage staffing, contracts, and finances, participate in financial exercises such as forecasting and reserving and help streamline our financial staffing practices as we onboard new tools in Apptio.

  Sustaining The Hartford’s unique workplace culture is vital to delivering on our purpose – underwriting human achievement – and continuously producing outstanding results. Our enterprise work model, which reflects a mix of in-office, hybrid and fully remote roles, helps us attract, retain and develop the talent we need to achieve the company’s strategic goals. This role will have a Hybrid work arrangement.

  Responsibilities: Financial Accountabilities Assist with Financial Operations includes assisting with department financials, including outlook locks, op planning, monthly reserving, capitalization, financial reporting supporting the CIO and business as needed, and various related items Provides support for data capture, metrics, measurement, ratios, projections around work force. Partner closely with Data Science and Analytics Portfolio Leads to contribute to ensuring the phase gate deliverables are complete and establishing the investment prioritization process is transparent and collaborative. Provide support to prepare for portfolio health reviews, scorecards, MOR meetings. Assist with the reporting of key portfolio metrics e.g., employee engagement, customer satisfaction, productivity, agility, time to market, quality, partner health by reporting of key portfolio metrics Assists with Rally support and data management and partner with Senior Portfolio Leads to champion the evolution to Agile Strong influencing skills and ability to build partnerships at various levels of the organization. Strong financial acumen and knowledge of IT financial management practices. Proven ability to build commitment and empower others, communicate with clarity, courage, and timeliness. Assist with Financial Operations such as outlook locks, op planning, monthly reserving, capitalization, tracking Software and Contract costs Provide support for data capture, metrics, measurement, ratios, projections around work force. Provide support to prepare for portfolio health reviews, scorecards, MOR meetings. QUALIFICATIONS:

  Effective Communication Skills: Written, Verbal, Presentation. Strong understanding of Agile and Scaled Agile. Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development.

  Demonstrate strong financial acumen and knowledge of IT financial management practices.

  Ability to influence and partner with various levels of the organization. This requires strong communication skills, written and verbal, as well as comfort presenting in a group setting.

  One to two years of portfolio management experience Familiarity with Apptio, Clarity, Rally, Coupa strongly desired Strong financial acumen and knowledge of IT financial management practices (budgeting, forecasting, cost optimization, capitalization) Ability to understanding Agile financials and understands matrixed IT financial management practices Experience with agile methodology and frameworks like Scrum, Kanban, etc. SAFe LPM certification a plus Strong knowledge of software development processes and procedures to understand team needs includes fundamentals of iterative and incremental development Ability to understand business acumen, to support portfolio strategies with overall business goals

  Compensation

  The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

  $95,600 - $143,400

  Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

  About Us (https://www.thehartford.com/about-us) | Culture & Employee Insights (https://www.thehartford.com/careers/employee-stories) | Diversity, Equity and Inclusion (https://www.thehartford.com/about-us/corporate-diversity) | Benefits (https://www.thehartford.com/careers/benefits)

  Human achievement is at the heart of what we do.

  We believe that with the right encouragement and support, people are capable of achieving amazing things.

  We put our belief into action by ensuring individuals and businesses are well protected, and by going even further – making an impact in ways that go beyond an insurance policy.

  Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines – from developing the latest technology to creating and promoting our products to evaluating future financial risks.

  We’re also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it’s the right thing to do, and because when our customers, communities and employees succeed, we all do.

  About Us (https://www.thehartford.com/about-us)

  Culture & Employee Insights

  Diversity, Equity and Inclusion (https://www.thehartford.com/about-us/corporate-diversity)

  Benefits

  Legal Notice (https://www.thehartford.com/legal-notice)

  Accessibility StatementProducer Compensation (https://www.thehartford.com/producer-compensation) EEO

  Privacy Policy (https://www.thehartford.com/online-privacy-policy)

  California Privacy Policy

  Your California Privacy Choices (https://www.thehartford.com/data-privacy-opt-out-form)

  International Privacy Policy

  Canadian Privacy Policy (https://www.thehartford.com/canadian-privacy-policy)

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