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Portfolio Management Intern

Interac

Interac

Toronto, ON, Canada
Posted 6+ months ago

Portfolio Management Intern

At Interac, we design and deliver products and solutions that give Canadians control over their money so they can get more out of life. But that’s not all. Whether we’re leading real-time money movement, driving innovative commerce solutions like open payments for transit systems, or making advancements in new areas like verification and open banking, we are playing a key role in shaping the future of the digital economy in Canada.

Want to make a lasting impact amongst a community of creative thinkers, problem solvers, technical gurus and high-performance application developers? We want to hear from you.

Reporting to the Leader, Portfolio Management, you will support the Portfolio Management team with creating/generating reports that will be used to provide insight for Portfolio Management and the Business Develop the playbooks for the new processes and reports that will be developed aligning with the new features and functionality of Planview. As well as supporting the team in their Organization Change Management efforts to increase adoption of Planview.

This is a unique opportunity to work with the Portfolio Management team that is responsible to provide insights to the Executives to assist and support the organization in achieving the corporate strategy. To also support the Business Units to understand the utilization of resources and value add of the products or projects.

The Portfolio Management team is evolving their maturity model and is looking for an individual to be part of this process. The organization has recently implemented an enhanced version of Planview that will allow the team to provide such insights as Investment Scenario Planning, utilization of resources and other such powerful reports.

You’ll be responsible for:

  • Supporting the team in successfully implementing Release 2 of Planview Portfolio and achieving their outcome to produce Investment Scenario Planning (ISP) insights for FY25 Q3.

  • Creating reports that will be inputs to the ISP and provide insights for Business Units to achieve their expected outcomes for FY25.

  • Documenting the playbook capturing the processes, tools, reports that are repeatable.

  • Updating The Hub (Interac’s intranet) material as processes and Planview further matures.

  • Identifying and recommending opportunities for continuous improvement and process efficiency.

  • Documenting and implementing enterprise processes reengineering/optimizations including identifying gaps, corrective actions and key metrics and KPIs.

  • Maintaining and documenting processes; applying relevant business, technology and other enterprise expertise.

  • Developing/implementing innovative tools, resources and templates to support process improvements.

  • Developing and framing materials/presentations that support senior management in articulating findings and recommendations to key stakeholders.

You bring:

  • You’re highly adaptable and comfortable with the unknown – you can act independently and collaborate in a team through ambiguity

  • Proficiency in Microsoft Office Suite (Outlook, Teams, Word, Excel, and Powerpoint)

  • Communication skills, both verbal and written, with a proven ability to listen actively, articulate ideas clearly, and convey information effectively

  • You call yourself a critical thinker and can turn data into meaningful messages – you demonstrate a kind of thinking in which you question, analyze, interpret, evaluate. Then translate this into a story to provide the picture allowing individuals to quickly grasp the messaging you are conveying.

  • Considerable experience in generating reports, reviewing data, developing online tools, user guides, resources and templates.

  • The ability to give meaning to data. You enjoy investigating complex problems and making sense of information.

  • Confidence in your ability to communicate detailed information in an impactful way with customers and stakeholders – you naturally enjoy helping, supporting and improving their experience

  • Understanding that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.

  • You are a proactive problem-solver with a demonstrated track record of driving continuous improvement initiatives.

  • Although not required, you have some familiarity or previous experience with the following:

    • Experience using Tableau, Power BI, Lucidcharts, or other data visualization tools

    • Knowledge of advanced Excel functions (Macros, PowerQuery, VLookUp, XLookUp)

    • Familiar with or understanding of portfolio and work management application (Planview preferrable)

    • Experience supporting customers (internal or external) in a technology context

Workstyle: Hybrid

Location: Toronto

Term: January to April 2025

Working Days: Monday - Friday

IMPORTANT - PLEASE NOTE:

  • You must be eligible to work for Interac Corp. in Canada in a Full Time Capacity and to be eligible for Interac internship roles

  • You must be currently enrolled in a Canadian post secondary academic institution.

Interac requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:

  • Canadian criminal record check;
  • Public safety verification;
  • Canadian ID cross-check;
  • 5-year employment verification;
  • Education verification; and
  • If applicable, Credit Inquiry and Social Media Check

How we work
We know that exceptional people have great ideas and are passionate about their work. Our culture encourages excellence and actively rewards contributions with:

Connection: You’re surrounded by talented people every day who are driven by their passion of a common goal.

Core Values: They define us. Living them helps us be the best at what we do.

Compensation & Benefits: Pay is driven by individual and corporate performance and we provide a multitude of benefits and perks.

Education: To ensure you are the best at what you do we invest in you