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

Senior Associate, IT Portfolio Manager

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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 supporting IT project portfolio management process, 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 insights and support.
  • Supports efforts to build communications 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.
  • Analyzes data to support activities that Identify cost / benefit of IT portfolio to properly identify gaps in bottom line
  • Improves overall delivery model through consistent feedback loop and Information sharing.
  • Partners with team members to support and maintain project portfolio management tools
  • Partners with senior team members to support the strategy and maturity of the Technology workforce planning, demand management and portfolio management processes and tooling.
  • 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:

  • Ability to see how a diverse set of efforts can be successfully managed as a cohesive program.
  • Ability to developing data visualizations and insights that drive action
  • Experience working in an environment with multiple large, complex portfolios across multiple functions. 
  • 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.
  • Working understanding of project financial management and resource forecasting

Technical Skills:

  • Knowledge of 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.
  • 3-5 years experience in areas of technology including portfolio / project / program management

Certificates or Licenses:

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