Project Portfolio & Governance Analyst jobs in United States
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Munich Re Specialty - North America · 1 day ago

Project Portfolio & Governance Analyst

Munich Re Specialty - North America is a leading specialty insurance provider dedicated to delivering exceptional underwriting, claims, and risk management expertise. The Project Portfolio & Governance Analyst will oversee and optimize portfolio processes, ensure governance adherence, and develop reports for stakeholders while collaborating with IT and business teams.

Insurance

Responsibilities

Drive and monitor the governance processes for the Portfolio Framework and best practices while continuously improving the maturity of the portfolio framework
Improve, analyze and evaluate the portfolio performance KPIs to develop insights on portfolio effectiveness and outcomes
Assist in gathering Portfolio items/project related data and information in support of the Portfolio Manager and provide suggestions on action items
Support in the management, development and disbursement of Portfolio Knowledge. Including training materials, templates, communication
Drive portfolio analytics by collaborating with IT PMO on financials and improving IT data coordination
Assist in timely preparation and distribution of meeting packs to necessary stakeholders and forums
Assist in building and implementing a Business Capacity Management methodology to assist in prioritizing activities at various stages in the Portfolio
Collaborate with business owners and team leads to identify resource capacity requirements. Generate reporting to create transparency and alignment with organizational priorities
Manage and optimize portfolio database ensuring data integrity and accuracy
Design and maintain dashboards and reporting tools using PowerBI, PowerApps, and Sharepoint
Perform project portfolio analytics to identify trends, risks and opportunities
Develop insights and actionable recommendations for senior leadership
Management, development and administration of portfolio items (Excel, Sharepoint, MS PowerApps, Power BI and other portfolio management software) and any publication of portfolio, where applicable
Combination of designing, producing and ongoing improvement of relevant and insightful MI on Portfolio performance and trends which can be used for operational and SteerCo purposes
Develop reporting on specific portfolio components for GSI
Drive development of meeting packs for leadership forums
Drive governance processes and delivery insights that shape portfolio priorities and resource allocation

Qualification

Portfolio managementData analyticsBusiness intelligenceData visualization toolsDatabase managementMS tool suiteAnalytical skillsLean process improvementCertifications PMPCertifications PfMPCommunication skillsInterpersonal skillsProactive self-starter

Required

3+ years experience in portfolio management, data analytics, or business intelligence roles
Strong technical aptitude with data visualization tools and database management
Strong and proven analytical skills with ability to interpret data, identify trends and make recommendations
Excellent communication and interpersonal skills with the ability to effectively engage and influence colleagues and stakeholders at all levels
Proactive, self-starter with a high degree of organization, personal accountability and comfort managing multiple tasks effectively
High degree of proficiency in MS tool suite (Office, Power BI, Power Apps)
Experience with portfolio management tools and BI platforms (PowerBI, Tableau, or similar)
Bachelor's Degree required

Preferred

Experience in commercial insurance or financial services a plus, but not mandatory
Experience optimizing data visualization, business intelligence and data governance a plus
Experience in lean process improvement initiatives and/or resource management, a plus
Understanding of insurance products, processes / workflows a plus
Certifications a plus: PMP or PfMP. Data Analytic certifications

Benefits

Health insurance coverage
Employee wellness program
Life and disability insurance
401k match
Retirement savings plan
Paid holidays
Paid time off (PTO)
Two options for your health insurance plan (PPO or High Deductible)
Prescription drug coverage (included in your health insurance plan)
Vision and dental insurance plans
Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary
Short and Long Term Disability coverage
Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children)
Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity)
A robust 401k plan with up to a 5% employer match
A retirement savings plan that is 100% company funded
Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries
Eligibility to receive a yearly bonus as a Munich Re employee
A variety of health and wellness programs provided at no cost
Paid time off for eligible family care needs
Tuition assistance and educational achievement bonuses
A corporate matching gifts program that further enhances your charitable donation
Paid time off to volunteer in your community

Company

Munich Re Specialty - North America

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Munich Re Specialty combines premier specialty expertise, capabilities, and products to offer partners and customers simplified access to a wide range of specialty insurance solutions and services.

Funding

Current Stage
Growth Stage

Leadership Team

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Michael Kerner
Chief Executive Officer
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Sabrina Hart
President and CEO
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Company data provided by crunchbase