Project Portfolio Lead

The Project Portfolio Analyst will support the Banking and Cash Solutions (BCS) Viability Framework, a governance and tracking process for BCS enhancements. This role is responsible for maintaining project records, monitoring compliance with EPMO standards, coordinating risk and funding assessments, and supporting weekly and bi-weekly operational routines. The analyst will work closely with project leads, risk managers, and operations teams to ensure enhancements are properly tracked, risk-assessed, and aligned with internal governance standards.

Key Responsibilities

Portfolio Administration & Governance

Maintain and update the BCS Viability Framework Project Tracker on SharePoint.

Ensure project documentation standards are met.

Update project tracker as information becomes available.

Coordination with project financials reporting resource.

Weekly & Bi-Weekly Monitoring and Reporting Tasks

Conduct weekly reviews of : S&O Intake, AWM Risk Intake, and PCC Submission Status.

Active Past Due Target Dates and RIM Requirement Tracking.

Project Status Reports and send summary emails via the Bank Operations mailbox.

Bi-weekly updates on portfolio status for BCS Leadership Operating Committee

Funding & Risk Assessment Support

Track funding approval status and update project records.

Coordinate with stakeholders to ensure Simple Risk Assessments are completed and documented when needed.

Participate in Weekly Bank Change Management Roadmap Reviews to capture risk assessments and update records accordingly.

Project Lifecycle Management

Support project closure activities including : Confirming completion with leads.

Updating status, vendor fields, and archiving documents.

Coordinating with project financials reporting resource for OnePlan closure and billing reconciliation.

Stakeholder Communication

Draft and send structured communications for : Intake confirmations.

Funding approvals or denials.

Risk assessment outcomes.

Project ID assignments and closure notifications.

Qualifications

Bachelor's degree in Business, Finance, Information Systems, or related field.

3–5 years of experience in project coordination, portfolio analysis, or PMO support.

Strong proficiency in SharePoint, Word, Excel, and PowerPoint; familiarity with Power Automate, and PowerBI is a plus.

Understanding of project governance, risk management, and financial services operations.

Excellent organizational, analytical, and communication skills.

Preferred Attributes

Experience working in a regulated financial environment and / or banking.

Ability to manage multiple tasks and deadlines with precision.

Comfortable working with cross-functional teams and senior stakeholders.

Detail-oriented with a proactive mindset for process improvement.

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm's focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time / Part-Time

Full time

Timings

(2 : 00p-10 : 30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Business Support & Operations

Skills Required

Word, Powerbi, Power Automate, Powerpoint, Sharepoint, Excel