A financial services firm is currently seeking a new Portfolio Management Analyst to their team. In this role, the Portfolio Management Analyst will be responsible for administering, maintaining, and optimizing the enterprise portfolio management tool to support project, program, and portfolio management activities.
Responsibilities:
- Serve as an administrator and analyst for the Enterprise Portfolio Management tool, ensuring its functionality aligns with organizational requirements
- Configure and maintain tool settings, workflows, dashboards, reports, and integrations to support portfolio, program, and project management processes
- Manage user access, roles, and permissions, ensuring compliance with security and governance policies
- Monitor tool performance and troubleshoot issues to ensure seamless operation, may be accountable to ensure effective system upgrades
- Oversee data accuracy and integrity within the enterprise tool, performing regular audits and updates as needed
- Develop and maintain custom dashboards, reports, and analytics to provide actionable insights into portfolio performance
- Identify opportunities to streamline workflows and enhance tool utilization ensuring minimal disruption to the business
- Provide training to new and existing users on tool functionality, processes, and best practices
- Develop user guides, FAQs, and other training documentation to support tool adoption and effective usage
- Monitor portfolio health and provide recommendations to improve resource allocation and project prioritization.
Qualifications:
- Bachelor’s degree in Information Technology, Business Administration, Project Management, or a related field (or equivalent experience)
- Proficiency in configuring and administering Enterprise Portfolio Management tools (or similar PPM tools)
- Knowledge of Portfolio, Program, and Project Management methodologies (e.g., PMI standards, Agile frameworks)
- Advanced proficiency in Microsoft Excel and data visualization tools (e.g., Power BI)
- Ability to manage competing priorities and meet deadlines in a fast-paced environment
Desired Skills:
- 3+ years of experience in portfolio management tools administration, with Planview
- Project Management certifications, such as PMP, PRINCE2, or Agile certifications (e.g., Certified ScrumMaster)
- Experience working within a PMO, IT, or Project Management environment
