About The Position

Join a dynamic team and apply your analytical, organizational, and communication skills to help drive the success of our finance product portfolio. As a Finance Product Portfolio Operations Senior Associate within the PXT product operation team, you will support operational efficiency, contribute to strategic initiatives, and help foster collaboration across product lines. You'll work closely with Product Owners and other team members to ensure smooth change management and operational alignment. This role is ideal for someone eager to learn, grow, and make an impact in a fast-paced environment.

Requirements

  • 3+ years of experience or equivalent expertise in product management, program management, operations or performance optimization.
  • Proven ability to implement operational effectiveness initiatives.
  • Prior working exposure to operations of the product development life cycle and agile methodologies.
  • Ability to quickly learn and understand product-specific context.
  • Strong analytical and organizational skills.
  • Team player with a collaborative approach to working with others.
  • Good communication skills, with some experience preparing presentations or reports.
  • Ability to synthesize information and communicate effectively to stakeholders.
  • Adaptability to shifting priorities and ambiguity.

Nice To Haves

  • Experience working in a strategy group or consulting environment is a plus.
  • Experience supporting operational effectiveness initiatives.
  • Proficiency in Microsoft Office tools (Excel, PowerPoint, Teams) and Atlassian (JIRA, Confluence).

Responsibilities

  • Creates synergies across Product Owners, Area Product Owners, and other team members to understand and align on goals and priorities to ensure successful delivery against business objectives.
  • Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs.
  • Calculates and tracks metrics for portfolio management operations and analyzes data for areas of opportunity (e.g., business outcomes, product health metrics, capacity distribution) to monitor the overall health of the portfolio.
  • Assists in coordinating and tracking strategic and operational projects to help deliver on business objectives.
  • Develops change initiative materials and change timelines and supports the adoption of best practices and innovative solutions to enhance operational effectiveness.
  • Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs.
  • Assists Product Owners with research, analysis, and operational support as they develop new products and deliver on priorities.
  • Helps communicate key messages between the Product Portfolio Operations (PPO) team, Product teams, and the wider PXT product operation team.
  • Supports the implementation and improvement of operational processes and frameworks to enhance team efficiency and coordination.
  • Contributes to the development of communications and presentations to share strategies, initiatives, and performance updates with leadership and stakeholders.
  • Helps manage timelines and reporting for executive communications and operational updates.
  • Sets up and manages a centralized repository for portfolio communications and materials, ensuring easy access, organization, and version control for all relevant documents and resources.
  • Uses data-driven insights to help identify opportunities for productivity improvements.
  • Supports training, needs assessments, and continuous improvement practices for operational efficiency.
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