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Project Portfolio Lead @ Ameriprise Financial

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 Project Portfolio Lead

Job Description

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, , 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.
(2:00p-10:30p)

Job Classification

Industry: Financial Services
Functional Area / Department: Project & Program Management
Role Category: Technology / IT
Role: IT Project Lead
Employement Type: Full time

Contact Details:

Company: Ameriprise Financial
Location(s): Noida, Gurugram

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Keyskills:   Change management Process improvement Analytical Reconciliation Billing Financial planning Asset management Risk management Financial services Monitoring

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Ameriprise Financial

Company DetailsAmeriprise Financial Services, LLC