Prepare meeting agendas in consultation with the Program Leads (includes - financial data, recent wins updates, pipeline review, relationship focus so on).
Producing accurate and timely reporting of portfolio/ account performance status monthly.
Ability to analyze and offer program level insights to business from Portfolio Accounts Analysis, Client interviews, surveys, etc.
Independently manage projects including stakeholder communications, pipeline management, project prioritization and project delivery
Demonstrates an understanding of stakeholders’ priorities and manage accordingly
Ability to scope and project manage a business request that needs cross -functional team involvement
Conducting thorough secondary research on different companies, sectors, and industries to create specific reports and marketing collaterals
Contribute to the account planning workshops by creating pre -read reports, setting up the workshop, take notes, etc.
Strong relationship building/relationship management skills as well as ability to develop close working relationship with colleagues
Cluster Focus
Support the development and execution of client strategies for our key target clusters
Support the portfolio managers with opportunity management, relationship building, reporting, and client knowledge.
Assist cluster leads with industry specific reporting & communicating trends
Identify industry trends, client needs and link our capabilities and marketing programs and point of views (POVs)
Understand the firm’s service offerings, and map them with clients’ needs and market trends
Build relationships across internal and external ecosystem; and connect with peers, subject matter experts, global counterparts, clients, and vendors to help develop new ideas for the team, and create alliances
Develop and optimize the processes relevant to overall portfolio
Support the senior members in the team with ad -hoc and recurring requests related to portfolio governance
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