SB LPM Sr Portfolio Analyst

The Hartford•San Antonio, TX

1d•Hybrid

About The Position

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. Supporting the Small Business organization, this role is a unique blend of change leadership, operational excellence, and portfolio oversight, ensuring smooth transitions and sustainable impact in a fast-evolving environment. This role requires strong emotional intelligence, innovative thinking, curiosity to solve business problems, and strong influence and ability to build followership to lead transformative approaches in a complex, matrixed environment. In return, this role will give you broad exposure to all dimensions of our Small Business functions and capabilities, including a range of senior business and IT leaders to grow your network and build your personal brand. It will also give autonomy to drive new ideas, drive change and support the proactive acceleration of next-level transformation.

Requirements

5+ years of either P&C, project management, finance, or Agile experience is required.
Strong Change Management mindset and Hands-on experience with change frameworks (ADKAR, Kotter or Change Consulting) is required.
Proficiency with Excel, PowerPoint, and MS Teams preferred.
Consistent and outstanding attention to detail with both numbers and words (much of our team’s output goes directly to the senior leadership of the business unit and company).
Forward-thinking self-starter with the ability to understand “what the team needs to do next” and document those actions into a plan.
Ability to Lean In – Seek to understand content, challenge & question, look for improvement opportunities, raise new ideas, build relationships and high-trust, with a focus on adding value
Effective written and verbal communications skills with the ability to use data to tell a story and identify the “so what.”
Strong facilitation, collaboration and influence skills, including the ability to manage multiple stakeholders across multiple business units.
Self-motivated individual with demonstrated ability to handle multiple high-priority demands, manage expectations, and achieve objectives in a fast-paced environment.
Must be highly adaptable and comfortable with ambiguity; passionate about continuous improvement and innovation;

Nice To Haves

Process mapping / improvement background preferred.
Exposure to agile methodologies and frameworks such as Scaled Agile Framework (SAFe), Scrum, Kanban, etc. and Rally or similar agile workflow management tools preferred.

Responsibilities

Change Leadership & Transformation Mindset: Champions adaptability and a positive change mindset across Small Business teams, as teams evolve process, data and technology capabilities on our path to $10B by 2030. Implements and supports strategies that reduce resistance and enhance adoption of new initiatives. Drives leader accountability in adoption and leadership through change, acting as a transformation coach, supporting employees in navigating change. Leads teams in the development and execution of change management plans, including communications, upskilling, and stakeholder engagement campaigns, to support organizational transformation goals and anchor changes. Ensures technology implementations are aligned with business needs and user adoption strategies.
Invest Portfolio Planning & Management: Develops, improves, and maintains key Portfolio artifacts in collaboration with Finance and technology teams Drafts Invest reporting deliverables and other key portfolio artifacts including powerpoint decks, excel spreadsheet and visualizations. Provides support and guidance to Value Stream Owners and Agile Portfolio Managers (APMs) on a regular basis. Supports 3-year roadmapping efforts in partnership with Value Streams and Lean Portfolio Management (LPM Team).
Business Benefits – Key Performance Indicator (KPI) Monitoring and Reporting: Actively manages and refines all aspects of the KPI reporting process in close partnership with the LPM Business Lead, Finance, and Value Stream Owners. Owns Portfolio-level KPI artifacts and monitors Portfolio KPIs against plan. Liaises with Finance to drive Cost Benefit Analysis (CBA) refresh efforts.
Agile Portfolio Operations, Governance and Special Initiatives: Coordinates and manages monthly and quarterly reporting in Portfolio Syncs and Strategic Roadmap Reviews. Organizes and executes working sessions with stakeholders to solicit input on key tasks, identify completion dates, risk, and issues. Follows up diligently with stakeholders. Drives resolution of open risks and issues. Partners closely with the cross-functional Lean Portfolio Management Teams to ensure adherence to exit criteria as epics move through the Kanban; support overall health of the Portfolio Kanban. Assists with Rally support and data management.

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