JPMorgan Chase Portfolio Management - Digital IT - Intake, BoW Planning & Reporting Lead in New York, New York

The online and mobile channels for Chase currently support more than 32 million active customers; 9 million customers interact with us daily, making Chase the most visited banking portal in the US. Within Consumer and Community Banking, the Digital IT team is responsible for setting and executing strategies that align with business objectives and drive innovation across Chase Online and Mobile, helping to establish the best Digital banking customer experience in the industry. Within this fast-paced, high-talent IT organization, the Portfolio Management organization is the primary point of contact for intake and governance on the $250mm Digital IT book of work.

The Digital IT Portfolio Management team is seeking autonomous, motivated employees to assume the role of Portfolio Management Lead for Intake, Book of Work Planning and Cross Digital Portfolio Reporting. In this role, this candidate will standardize and run processes, maintain governance, produce metrics and reporting across the Digital IT organization. This resource should also possess a strong background in PMO, as well as a comprehensive understanding of project prioritization, intake, approval and tracking processes. This resource will create and publish metrics and reporting materials that will be used to make decisions and improve overall Delivery Management across Digital IT.

This Portfolio Management leader will provide high quality technology governance and process solutions that address the growing delivery needs of our business. They will create and manage dashboards and other reports that will improve the productivity of the Delivery Management teams. This position requires a high level of Clarity, Sharepoint and MS expertise (Excel, Word, Powerpoint). This lead will manage other resources who support the team on activities such as data collection from many different sources and analysis of results. This resource will be responsible for creating the Digital Book of Work for each Digital release, assessing priorities, working with cross Line of Business partners, analyzing business cases and making decisions on what Digital should take in to it's release management process. This key individual will also present findings and making recommendations to different groups for their action. In order to maximize effectiveness, this resource will need to have strong communication skills as they will work closely with other groups, both within and outside of Digital IT and across numerous business and technology teams.

Primary Responsibilities:

  • Continue to simplify the cross-CCB project intake process working toward continuous improvement, training of all stakeholders and continually increasing throughput

  • Establishment and execution of governance and standards across Digital IT including standardization onto common PMO toolsets, processes, tracking and reporting

  • Ownership of the Digital Book of Work planning process

  • Creation, preparation and distribution of weekly Project Management Reporting Packets.

  • Reporting and analysis of CCB roadmaps against project intake requests evaluating remaining budget and capacity constraints.

  • Capacity Planning across all Digital technology teams.

  • Create metrics use to drive monthly and quarterly team business reviews for Project Intake processes.

  • Formulate and maintain release over release reporting.

  • Prepare material to drive quarterly and annual budget discussions.

  • Define and drive process improvement to strengthen the service delivery and project delivery teams.

  • Drive staffing processes enabling resources to be efficiently on and off boarded.

  • Responsible for coaching and mentoring less experienced team members.


  • Bachelor's degree or equivalent work experience &/or specialized training in PMO and Program Management

  • 10 to 15 years of experience in information technology with an emphasis on PMO, governance, oversight, project intake, analytics and reporting with knowledge of Technical Project delivery and Agile methodology

  • Expert knowledge of the CA Clarity PPM Tool, and Jira.

  • Proficient knowledge of the standard desktop applications including the Microsoft suite (Excel, PowerPoint, Word, Project).

  • Strong written and verbal communication skills with senior management and an ability to express thoughts and ideas clearly and concisely.

  • Experience with management reporting, performance analysis techniques and project/process management and improvement.

  • Ability to collect and analyze data, summarize finding and make recommendations.

  • Statistical analysis and/or financial forecasting experience preferred.

  • Detail oriented with strong organizational skills, ability to prioritize work efforts and manage multiple tasks simultaneously.

  • Independent logical problem solver, analytical ability to synthesize data.

  • Ability to lead and manage processes, projects, multiple, concurrent deliverables.