Associate Principal, IT Portfolio Management

Who We Are

The Options Clearing Corporation (OCC) is the largest equity derivatives organization in the world.  We provide central counterparty clearing and settlement services for equity options, futures, options on futures, and securities lending transactions. We serve approximately 115 clearing members and 15 exchanges including CBOE, Nasdaq, and NYSE.

What We Offer

  • A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include:

  • A hybrid work environment, up to 2 days per week of remote work

  • Tuition Reimbursement to support your continued education

  • Student Loan Repayment Assistance

  • Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely

  • Generous PTO and Parental leave

  • Competitive health benefits including medical, dental and vision

What You'll Do

This role is responsible for managing and maintaining the IT portfolio, inclusive of programs, projects, enhancements, and non-discretionary efforts.

Candidates will collaborate with IT leaders and their managers to review the book of work, review the demands for their teams, and identify potential out-trades and risks in our ability to deliver upon our commitments. 

This role will have regular interactions with IT leadership, their resource managers as well as the Project Management Office and Corporate Finance.  This role is critical to ensuring Technology is able to achieves its goals, commitments, and quality standards.

Primary Duties and Responsibilities:

  • Partners with business and IT leaders throughout their assigned portfolio(s) to understand business operations and needs, in order to provide thought leadership and support.

  • Reports to Executives as well as C-suite leaders on performance and metrics of key initiatives within the Technology portfolio(s).

  • Acts as a strong advocate for Technology when collaborating across Corporate Finance and Project Management Office on the approach and coordination across the enterprise portfolio

  • Identifies, based on supply / demand, current and future work resource needs, including permanent headcount and contractors

  • Prepares and presents monthly portfolio reviews and ensures the product teams are aligned and prepared to represent variances and escalation needs.

  • Ensures that teams within their portfolio develop, manage, and maintain comprehensive, accurate plans and schedules and resourcing, as well as perform estimation, forecasting, planning, analysis, issue / risk / change management, and escalation management.

  • Ensures efforts continue to align with business case and benefits through delivery.

  • Uses a holistic approach to ensure business needs are achieved by advocating for stakeholders and product teams. Ensures deliverables are in synch with stakeholder and portfolio goals.

  • Identifies cost / benefit of IT portfolio to properly identify gaps in bottom line

  • Improves overall delivery model through consistent feedback loop and Information sharing.

  • Drives the strategy and maturity of the Technology workforce planning, demand management and portfolio management processes and tooling.

  • Provides subject matter expertise on best practices and stays up to date on trends and developments within Project Delivery, Agile, CI/CD, emerging technologies/tools

  • Establish forums that drive visibility across teams, address scope and priorities, and raise risks, issues or roadblocks. Facilitate cross team collaboration to mitigate coordination challenges.

Qualification and Skills:

  • Strong ability to see how a diverse set of efforts can be successfully managed as a cohesive program.

  • Strong acumen for developing data visualizations and insights that drive action

  • Proven experience working in an environment with multiple large, complex portfolios across multiple functions. 

  • Proven experience successfully managing business and technical resources under an integrated project plan to ensure the alignment of resources.

  • Ability to exercise professional judgement and assume responsibility for decisions which have an impact on people, quality of service, and costs.

  • Excellent communication and interpersonal skills to work effectively with peers, clients, IT management, and subordinates in a cross functional team. Ability to present and contextualize information and data that can be consumed by senior leaders and C-Suite executives.

  • Proven experience managing and mentoring staff in a matrixed organization and providing performance feedback. Proven ability to lead and motivate others in accomplishing goals.

  • Solid understanding of project financial management, including internally developed software capitalization.

Technical Skills:

  • Proficiency with Project Delivery tools including, but not limited to, Project Server, MS Project, Confluence, and Jira

  • Experience with data visualization and analytics tools like Power BI, Tableau, and Apptio are preferred, but not required

Education and/or Experience:

  • Bachelor’s or Master’s degree in Computer Science, Information Technology, Business, or equivalent work experience.

  • A minimum of ten years’ diverse experience in multiple areas of technology including project / program leadership and previous supervisory/management experience.

Certificates or Licenses:

  • PMP and/or Agile certifications preferred but not required with related hands on delivery experience

Step 1
When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.  

Step 2
You will receive an email notification to confirm that we've received your application.

Step 3
If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. 

For more information about OCC, please click here.

OCC is an Equal Opportunity Employer

Apply About OCC
  • REQ-2869
  • Chicago - 125 S Franklin
  • Full Time Regular
  • Posted: Nov. 23, 2022

How to Apply

Step 1 - When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume.

Step 2 - You will receive an email notification to confirm that we've received your application.

Step 3 - If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location.

OCC is an Equal Opportunity Employer

Numerous studies have shown that people from groups that are traditionally under-represented in financial services apply to jobs only if they believe they meet 100% of the requirements. We want to break down this mindset to further diversify our workforce.

We encourage you to review our open positions and apply if you think your experience may be a match, even if you do not meet all of the qualifications. Your perspective may be an element we need to continue building innovative solutions to support the markets and market participants we serve.

OCC is a globally recognized entity that clears a multitude of diverse and sophisticated products. We want to reflect this in the diversity of our workforce.

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