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Portfolio Analyst at TRIMEDX | JobVerse
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Portfolio Analyst
TRIMEDX
Website
LinkedIn
Portfolio Analyst
United States
Full Time
1 week ago
$60,000 - $65,000 USD
H1B Sponsor
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Key skills
Communication
Problem Solving
Sales
About this role
Role Overview
Collaborates with Finance, Contracts Management, and other teams to support clients' service programs
Responsible for review and adjustment of contract structures and pricing of new services
Creates client budgets and generates financial sales support materials
Supports the management of customer contracts and conducts program analysis to provide accurate sales quotes
Assists in leading customer engagement meetings and problem solving customer requests
Coordinates project plans and timelines for special projects
Requirements
Minimum 2 years of experience in a professional client services role
Experience in performing financial or data analysis and assessments
Strong Microsoft Excel skills required; Access skills desired
Ability to work both solo and in a collaborative team format
Ability to create and manage a project plan and a project team
High attention to detail with strong drive for accuracy
Ability to prioritize work and balance multiple projects
Ability to build, establish, and manage collaborative relationships
Excellent problem solving and analytical thinking skills
Strong written, verbal, and presentational communication skills
Benefits
Health insurance
Flexible work arrangements
Professional development opportunities
Paid time off
Apply Now
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