Jobs · Finance · New York

Portfolio Lead – Claims and Corporate

AXIS (AXIS Capital) · New York, NY · 2 days ago
HybridFinance$138k–$229k/yrFull-time

About the role

The Portfolio Lead oversees the Claims and Corporate strategic investment portfolios, providing a clear view of delivery across projects and enhancements. This role blends project management and business insight to drive strategic planning, execution, and governance.

Responsibilities

  • Drive and guide portfolio strategy in collaboration with Business Leaders, Product Owners, Value Stream Leads and Release Train Engineers and ensure alignment with business objectives.
  • Strategic Alignment: In support of the Business Lead, the Portfolio Lead ensures that all initiatives within the portfolio align with the organization's strategic objectives.
  • Portfolio Governance and Management: The Portfolio Lead manages the finances (budgets, actuals) of the Value Stream and of epics (projects) within Value Streams and provides reporting on Objectives & Key Results (OKR) attainment, along with other delivery metrics and KPIs.
  • Risk Management: The Portfolio Lead identifies and mitigates risks that could impact the portfolio's success.
  • Stakeholder Communication: The Portfolio Lead maintains clear communication with stakeholders, ensuring transparency and alignment on goals and progress.
  • Resource Allocation: The Portfolio Lead prioritizes and allocates resources required to deliver initiatives not supported by Agile Teams.
  • Participating in PI Planning: The Portfolio Lead actively participates in Program Increment (PI) Planning, identifying cross-Value Stream dependencies, helping set priorities, and mitigating impediments.

Requirements

  • Bachelor’s degree in business administration or a related field.
  • Minimum 5+ years of experience in portfolio management.
  • Project Management Professional (PMP), Lean Six Sigma certifications, Agile delivery certifications (e.g. SAFe SPC, SAFe Lean Portfolio Management, PMI-ACP) , or other relevant certifications are advantageous.
  • Proven experience in portfolio or project management with a track record of successfully leading and delivering large-scale projects in a matrixed environment.
  • Experience deploying AI within a corporate environment.
  • Proven experience in the insurance industry preferred.

Qualifications

  • Ability to think strategically and align project goals with the overall business objectives of the Claims and Corporate Divisions.
  • Strong analytical and problem-solving skills, with the ability to synthesize complex information.
  • Strong communication and stakeholder management abilities, including strong written and verbal communication skills.
  • Ability to adapt to changing project requirements and manage ambiguity.
  • Keen attention to detail to ensure project plans and deliverables are accurately developed and maintained.
  • Strong collaborative skills to work effectively with various teams and stakeholders.
  • Ability to balance structure and flexibility, with a focus on results and accountability.
  • Critical competencies: Strong executive presence and credibility, with experience dealing with senior business leaders. Effective influencing, negotiating, and decision-making skills. Strong organizational skills, with the ability to coordinate and manage multiple priorities. Proficiency in using AI-enabled tools to enhance productivity, improve analysis, streamline communication, and support effective portfolio management. Proficiency in project management tools and software platforms.

Benefits

For this position, we currently expect to offer a base salary in the range of $137,500 - $229,000. Your salary offer will be based on an assessment of a variety of factors including your specific experience and work location. In addition, you will be offered competitive target incentive compensation, with awards based on overall corporate and individual performance. On top of this, you will be eligible for a comprehensive and competitive benefits package which includes medical plans for you and your family, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and much more.

Pay

$137,500 - $229,000

Schedule

Hybrid, working 3 days per week in the office.

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