OCC
We clear and settle trades for the options industry.
Hybrid

Associate Principal, Technology Business Management

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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


Qualifications:
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 www.theocc.com.
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

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What are OCC Perks + Benefits

OCC Benefits Overview

Educational Assistance and Student Debt Forgiveness, 12-week paid parental leave, BYOD program with technology stipend up to $2,000 every three years, $35 per month pay to offset costs of mobile data plans. Open offices, online health coaching.

Culture
Volunteer in local community
Each year, OCC employees select a locally-based charitable organization for each of our three offices (Chicago, Dallas and Washington, D.C.). We offer multiple opportunities to get involved.
Partners with nonprofits
OCC Partners with local organizations in Dallas, Chicago and DC to raise funds and support their missions. Employees select the charity and are eligible for up to 8 hours of paid time to volunteer.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
OCC provides employees with a flexible work schedule that includes Flexible start and end times.
Remote work program
2 days per week work from home program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
HSA or FSA accounts available for those enrolled in medical plans.
Life insurance
Wellness programs
Includes back-up child or elder care along with other wellness programs.
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
OCC provides employees with a 401(k) matching plan managed by Fidelity. We match 50% of contributions up to 12% of an employee's annual gross pay.
Performance bonus
Charitable contribution matching
Child Care & Parental Leave
Generous parental leave
12-week paid parental leave
Vacation + Time Off
Generous PTO
OCC employees receive between 22 and 32 days per year of paid time off based on years of service.
Paid volunteer time
Sabbatical
Eligible employees get 30 days of paid sabbatical after their first 10 years of working at the company.
Paid holidays
Paid sick days
Office Perks
Commuter benefits
OCC Offers pre-tax commuter benefits for employees in Chicago and Washington, D.C.
Company-sponsored happy hours
Relocation assistance
OCC offers relocation assistance which varies based on the position level and location.
Home-office stipend for remote employees
Professional Development
Job training & conferences
OCC offers employees professional development opportunities including onsite training courses and the ability to attend job related certification courses, conferences and seminars.
Tuition reimbursement
Our tuition reimbursement plan offers an annual max of $10000.
Lunch and learns
OCC hosts leadership lunches on a regular basis so you can learn about your colleagues and their unique backgrounds.
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications
Employees are strongly encouraged to stay current in relevant technologies and supports certification programs.

Additional Perks + Benefits

We were recently recognized as one of LinkedIn's Top Company in Financial Services! Take a look at our blog post here: https://www.theocc.com/newsroom/press-releases/2022/06-23-linkedin-list…

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