Portfolio Analyst

Role Overview

• Maintain end to end data accuracy within project portfolio management solution(s) by validating and regularly auditing initiative-, milestone-, resource-, and financial-level data to ensure consistency with governance standards.
• Proactively monitor data quality, identifying gaps, inconsistencies, or delays in stakeholder updates and driving timely resolution.
• Ensure adherence to data governance protocols, including benefit classifications, cost categories, dependencies, assumptions, and risk ratings.
• Support reporting cycles by preparing for governance forums and coordinating data readiness checks across initiative teams.
• Facilitate regular touchpoints with initiative teams to gather insights, validate data entries, understand changes to scope or assumptions, and identify risks that may impact timelines or financial outcomes.
• Drive consistency in portfolio practices by helping stakeholders understand processes and templates, definitions, phase gates, and reporting frameworks.
• Prepare executive ready materials, translating raw data into concise, visually clear narratives tailored for senior stakeholders.
• Perform ad‑hoc analyses to support strategic questions from leadership, such as scenario modeling, initiative benchmarking, or value at risk.
• Support the review of Statements of Work (SOWs) and change requests to ensure accuracy, completeness, and alignment with established standards before they move into approval workflows.
• Submit SOWs and change requests into the enterprise system and track their progress through the review/approval process.
• Support the creation and management of purchase orders to ensure timely processing of vendor services.
• Coordinate with suppliers to resolve administrative discrepancies, receipt invoices, and support audit or compliance inquiries.
• Maintain vendor documentation, records and onboarding material to ensure an up to date and complete vendor file.

Requirements

• Bachelor's degree in business, analytics, finance, economics, data science, or related field
• 3-5 years of experience in analytical roles (business analyst, data analyst, PMO analyst, finance analyst) or in project management
• Strong Excel skills and familiarity with Power BI or Tableau
• Familiarity with Agile tools such as Jira or Trello
• Strong analytical thinking and communication skills
• Experience supporting vendor management or procurement
• Ability to prioritize multiple deadlines in a fast-paced environment
• Experience supporting transformation or strategic initiatives
• Knowledge of benefit realization frameworks or portfolio governance processes
• Experience with enterprise portfolio management or work-tracking software

Tech Stack

• Tableau

Benefits

• Competitive salary and bonus (based on personal & company performance)
• 401(k) with competitive company matching
• Comprehensive health insurance, vision, dental and FSA plans (medical, limited purpose, and dependent care)
• Company paid group term life, short
• term disability and long-term disability coverage
• 24 Paid time off days, 2 Hiscox Days, 10 paid holidays, and ability to purchase 5 PTO days
• Paid parental leave
• 4 week paid sabbatical after every 5 years of service
• Financial Adoption Assistance and Medical Travel Reimbursement Programs
• Annual reimbursement up to $600 for health club membership or fees associated with any fitness program
• Company paid subscription to Headspace to support employees’ mental health and wellbeing
• Dynamic, creative and values-driven culture
• Modern and open office spaces, complimentary drinks