Associate Principal, Technology Business Management

What You'll Do:

This role is accountable for driving the IT Intake Process. This role provides oversight of the IT intake process and partners directly with PMO to respond to enterprise requests.   This role will drive operational success and continuous improvement around the development of an IT intake process used for prioritization.  This role requires advanced experience in project portfolio management, project life cycle, process creation and refinement, and estimation/scenario planning. This role requires previous experience in technology portfolio management and prioritization, and budget planning

Primary Duties and Responsibilities:

To perform this job successfully, an individual must be able to perform each primary duty satisfactorily.

  • Drive efforts to oversee the intake process across several teams within IT which includes solution architects, development team leads, business analysts, and executive leaders. 

  • Manage the IT workflow to ensure each phase is complete and SLA’s are met

  • Collaborate PMO, Solution architects and requesters to ensure requested information is clear and meets the standard requirements

  • Work directly with resource and portfolio managers to gather estimates and ensure proper tradeoffs are outlined for approval

  • Prepare intake response outlining options and recommendations and partnering with PMO to provide to decision makers

  • Partner with PMO to manage the pipeline of projects and ensure response time is timely and IT deliverables are completed

  • Participate in and lead discussion, decision making, and conflict resolution.

  • Drive a trusting and safe environment where problems can be raised and resolved.

  • Continually improve the intake process and partner with PMO to define and execute on process improvements

  • Drive regular status updates and communications on the intake process

  • Manage the JIRA dashboard for the overall workflow and monitors intake performance reporting on trends, intake throughput, SLA’s, gaps, resource constraints to drive for continuous improvement.

  • Works directly with PMO and PPM in support of the annual budget planning process

  • Develop weekly intake status summaries to report on progress of active initiatives

Supervisory Responsibilities:

  • None


The requirements listed are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions.

  • [Required] Expert experience in project portfolio management, project management, or continuous process improvement development

  • [Required] Experience within technology and financial services

  • [Required] Proven ability to be self-motivated and a self-starter

  • [Required] Demonstrated experience and success with organizational process design and implementation.

  • [Required] Exceptional written and verbal communication skills

  • [Required] Strong customer service mindset

  • [Required] Proven experience in project and program management

  • [Required] Demonstrate sound judgment and strong reasoning skills as well as good analytical and problem-solving abilities

  • [Required] Ability to review large amounts of data and analyze and spot trends and provide analysis and insights

  • [Required] Experience consolidating data from multiple data sources

Technical Skills:

  • [Required] Experience JIRA, Sharepoint and Portfolio Estimation tools

  • [Required] Proven ability to work with toolsets including, but not limited to Jira, MS Project, Microsoft Excel and PowerPoint

  • [Required] Basic understanding of Software Development Lifecycle

  • [Required] Familiarity with Tableau or PowerBI

Education and/or Experience:

  • [Required] Bachelor’s degree with minimum of 7 years equivalent work experience

  • [Required] Experience in Project Intake, Prioritization, and portfolio Management

  • [Required] Ability to anticipate issues based on experience to help the team avoid or resolve the issues

  • [Preferred] Knowledge of Agile/Scrum principles and practices

Certificates or Licenses:

  • [Preferred] PMP certified preferred

Who We Are

The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at

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

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-3661
  • Chicago - 125 S Franklin
  • Full Time Regular
  • Posted: Feb. 16, 2024

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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