Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

SB LPM Sr Portfolio Analyst

$98.4k - $147.6k

The Hartford

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. 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. The 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. Change Leadership & Transformation Mindset (50%) 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 (30%) 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 spreadsheets 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 (10%) 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 (10%) 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; supports overall health of the Portfolio Kanban. Assists with Rally support and data management. Qualifications 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. 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. 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 communication 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. This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. 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: $98,400 - $147,600 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age #J-18808-Ljbffr The Hartford

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the SB LPM Sr Portfolio Analyst in Florida, NY vacancy
  •  ...Senior Accountant to oversee specific areas within the accounting function. Responsibilities include analytical reviews of investment portfolios, preparing financial statements, and supervising staff. Ideal candidates should have a relevant degree, accounting experience,... 
    Senior

    BankUnited

    Florida, NY
    23 hours ago
  • Analyze and provide actionable insights into sales and booking performance, including comparisons to budget and quarterly forecasts and in-depth booking and revenue analysis. Responsibilities Analyze and provide actionable insights into sales and booking performance, including...
    Senior

    UKG

    Florida, NY
    2 days ago
  • A finance and legal services firm is seeking an Investment Analyst to evaluate investment opportunities, support deal structuring, and build financial models. This mid-senior level role requires 5+ years of investment analysis experience and strong financial modeling skills... 
    Senior

    Talent Haus

    Florida, NY
    2 days ago
  •  ...Responsibilities for this Position Sr Financial Analyst Location: US-FL-St Petersburg Job ID: 2026-36678 Type: Full Time # of Openings: 1 Category: Finance/Economics St Petersburg, FL Company Overview General Dynamics Ordnance and Tactical Systems (OTS) is a global leader... 
    Senior
    Full time
    Contract work

    General Dynamics

    Florida, NY
    1 day ago
  •  ...Job Description The Sr. Financial Analyst will play a key role in supporting the Latin America FP&A team across both Revenue and Cost pillars. This position contributes to all core financial planning and analysis activities, including budgeting, forecasting, and reporting... 
    Senior

    NBCUniversal

    Florida, NY
    3 days ago
  •  ...Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: As the Operations Finance Sr Analyst you will support the objectives of the Accounting department while assisting operating departments with forecasting, budget, labor and... 
    Senior

    Aramark

    Florida, NY
    1 day ago
  • $73.8k - $132.7k

    Join to apply for the IT Portfolio Management Analyst II role at Centene Corporation You could be the one who changes everything for our 28 million members by using technology to improve health outcomes around the world. As a diversified, national organization, Centene... 
    Full time
    Part time
    Work at office
    Remote work
    Flexible hours

    Centene Corporation

    Florida, NY
    2 days ago
  • Proponent in the United States (New York) is seeking a Portfolio Optimization Business Analyst to ensure pricing and product data integrity. You'll translate price strategies into automated processes and manage data across pricing and assortment, while driving data-driven... 

    Proponent

    Florida, NY
    23 hours ago
  • Hybrid Schedule: 3 Days in Office/ 2 Days Remote Job Summary: The Portfolio Optimization Business Analyst plays a critical role in ensuring the integrity of product-related business intelligence and the effectiveness of associated processes that touch virtually all areas... 
    Work experience placement
    Work at office
    Remote work

    Proponent

    Florida, NY
    2 days ago
  • $71.4k - $84k

    Franklin Templeton Investments is looking for a Portfolio Compliance Analyst to join their team in Fort Lauderdale, Florida. This role involves ensuring compliance with investment regulations, resolving compliance alerts, and preparing regulatory reports. The ideal candidate... 
    Work at office
    3 days per week

    Franklin Templeton Investments

    Florida, NY
    23 hours ago
  • $73.8k - $132.7k

    A diversified healthcare organization seeks an IT Portfolio Management Analyst II in New York. This role involves managing Agile portfolios, guiding resource allocation, and streamlining project lifecycles. Ideal candidates will have a Bachelor’s degree and 2 to 4 years... 
    Flexible hours

    Centene Corporation

    Florida, NY
    2 days ago
  • $71.4k - $84k

    ## Portfolio Compliance AnalystApplylocations: Ft. Lauderdale, Florida, United States of Americatime type: Full timeposted on: Posted Yesterdayjob requisition id: 868035At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking... 
    Local area
    Flexible hours
    3 days per week

    Franklin Templeton Investments

    Florida, NY
    23 hours ago
  •  ...and banking regulations is required. ESSENTIAL DUTIES AND RESPONSIBILITIES Analytical review of performance of large complex bond portfolio considering prepayment speeds, vectors, etc. Interpretation of cash flow assumptions, payment streams, yields etc. for complex... 
    Senior

    BankUnited

    Florida, NY
    23 hours ago
  • Because of expansive growth American Power & Gas is seeking an Energy Risk and Portfolio Analyst to add to our technical team. This is a fulltime permanent on-site role. The Energy Risk and Portfolio Analyst will be an integral part of the Risk and Portfolio Management... 
    Permanent employment
    Full time
    Contract work
    Immediate start

    American Power & Gas LLC

    Florida, NY
    3 days ago
  • $90k - $120k

    A national wealth management firm is seeking a Portfolio & Wealth Planning Analyst to join their boutique team. The role involves building and monitoring sophisticated investment portfolios, conducting performance analytics, and engaging directly with clients. Candidates... 

    Robertson Stephens Wealth Management, Llc

    Florida, NY
    3 days ago
  • $90k - $120k

     ...advisor experience and create lasting value on behalf of those we serve. About the Role We are seeking a high-caliber Portfolio & Wealth Planning Analyst to join our boutique wealth management team. This is not a “back-office” role; you will be an integral part of a high... 
    Temporary work
    Work at office
    Flexible hours

    Robertson Stephens Wealth Management, Llc

    Florida, NY
    3 days ago
  •  ...Greenfield projects in the energy industry; including assisting in the planning and coordination of these assignments. The Senior Financial Analyst Project Valuation is expected to assist managers/directors in the planning and coordinating of assignments and work with limited... 
    Senior
    Full time
    For contractors
    Local area
    Relocation

    NextEra Energy Resources

    Florida, NY
    2 days ago
  •  ...Distalmotion is headquartered in Lausanne, Switzerland, with a U.S. office in Cleveland, Ohio. Position Overview The Sr. Commercial Systems Analyst is the global architect of our global Sales and Marketing CRM (Salesforce/SFDC) and plays an integral part of designing... 
    Senior
    Work at office
    Flexible hours
    Shift work

    Distalmotion

    Florida, NY
    2 days ago
  •  ...Select how often (in days) to receive an alert: Sr. Quantitative Finance Analyst Date: Aug 11, 2026 Company: NextEra Energy Requisition ID: 9578...  ...knowledge of algebra, statistics, probability, present value, portfolio theory, risk and return, discounted cash flows,... 
    Senior
    Full time
    For contractors
    Local area
    Relocation

    NextEra Energy Resources

    Florida, NY
    4 days ago
  • $54.68k - $101.72k

     ...concern that may affect productivity. Conducts data quality checks and documents work products. Coordinates with other developers and analysts to build and share knowledge, ensuring consistent delivery of information. Other duties as assigned. Provides technical support... 
    Senior
    Full time
    Work experience placement
    Work at office
    Local area
    Shift work

    AdventHealth

    Florida, NY
    4 days ago
  • Apex Systems is seeking a Project Analyst to support the Product Construction team in Miramar, FL onsite with a 6-month contract and...  ...financial discipline, reporting consistency, and governance across portfolios using Power BI, Excel, and ERP systems. The ideal candidate... 
    Contract work

    Apex Systems

    Florida, NY
    23 hours ago
  •  ...winning team! We are currently searching for a dynamic Sr. Commercial Credit Analyst to join our Credit Union family. This position will be based...  .... Perform Collateral Monitoring by coordinating with Portfolio Analyst on procuring appraisals, environmental reports, construction... 
    Senior
    Summer work
    Remote work

    Power Financial Credit Union

    Florida, NY
    1 day ago
  • $168k - $240k

    This is a role with one of Slalom’s global teams - we are open to hiring in many locations and travel will be required as needed by our clients. Who You’ll Work With In today’s world, fast beats slow, and the secret to speed is the intersection of people, experiences, ...
    Senior
    Temporary work
    Work at office
    Local area

    Slalom

    Florida, NY
    5 days ago
  • $98.09k - $156.95k

    Job Description Blue Cross NC is hiring a Senior Actuarial Analyst to support healthcare economics and financial forecasting efforts that...  ...for existing initiatives within the MedEcon Savings portfolio, as well as newly proposed initiatives across clinical, pharmacy... 
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    Blue Cross and Blue Shield of North Carolina

    Florida, NY
    1 day ago
  • DCS as an exciting opportunity for an experienced Acquisition Program Specialist supporting an Air Force acquisition mission at Eglin AFB, FL . In this role, the candidate will apply knowledge and experience in acquisition program support to assist program managersin meeting...
    Senior
    Contract work
    For contractors

    DCS Corp

    Florida, NY
    4 days ago
  •  ...alignment between technical and contractual obligations. Deliver broad reach-back support across functional disciplines for AFPEO/EB portfolio programs. Produce high-volume program products quickly to meet short-notice direction when internal resources are limited. Assist... 
    Senior
    Permanent employment
    Full time
    Contract work
    Relocation package
    Monday to Friday
    Flexible hours

    Kinsley Power Systems

    Florida, NY
    23 hours ago
  • $80k - $110k

     ...companies with exceptional Finance & Accounting talent We’re partnering with a growing legal finance organization to add an Investment Analyst to its team. This role is ideal for someone who enjoys deep analysis, credit evaluation, and hands-on exposure to investment... 
    Full time

    Talent Haus

    Florida, NY
    2 days ago
  • Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process,...
    Work experience placement
    Work at office

    Raymond James Financial, Inc.

    Florida, NY
    5 days ago
  • $100 per hour

    Ethos is seeking experienced investment analysts to help train AI models by preparing and refining professional presentations and slide decks. You will work on investment pitch decks, position reviews, and quarterly materials using expert PowerPoint skills and precise... 
    Remote job
    Hourly pay
    Immediate start
    Flexible hours

    Ethos

    Florida, NY
    5 days ago
  • Point72 Academy Investment Analyst Program for Upcoming Graduates is a paid ten-month training program designed to introduce you to the buy-side and prepare you for a potential career as an analyst at Point72. Join us to learn fundamental research and analysis, with eight... 
    Full time

    3M HEALTHCARE

    Florida, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to SB LPM Sr Portfolio Analyst. Be the first to apply!