Portfolio AnalystPosition Overview We are seeking a highly analytical and collaborative Portfolio Analyst to support portfolio management, financial operations, reporting, and governance activities. This individual will serve as a trusted partner to portfolio leaders, helping drive visibility into financial performance, resource planning, project health, and operational execution.
The ideal candidate combines strong financial acumen with advanced Power BI reporting capabilities and experience managing budgets, forecasts, purchase orders, and portfolio metrics. This role also requires light project management skills, including coordination, action tracking, meeting facilitation, and helping drive initiatives to completion.
Most importantly, the successful candidate will bring a positive attitude, strong communication skills, intellectual curiosity, and the ability to operate as a collaborative partner across multiple stakeholders.
Key Responsibilities - Develop, maintain, and enhance Power BI dashboards and reporting solutions that provide visibility into portfolio performance, financials, resource utilization, and project health.
- Manage and track portfolio financials, including budgets, forecasts, actuals, accruals, and variance analysis.
- Support purchase order (PO) creation, tracking, reconciliation, and financial management activities.
- nalyze portfolio data and provide insights and recommendations to support decision-making and operational efficiency.
- Support portfolio governance activities, including status reporting, KPI tracking, action item management, and leadership updates.
- ssist with resource planning, capacity management, and portfolio prioritization activities.
- Coordinate meetings, track deliverables, manage follow-up actions, and help drive initiatives forward.
- Partner closely with portfolio leaders, project managers, finance teams, vendors, and business stakeholders to ensure alignment and execution.
- Support monthly and quarterly planning cycles, budget reviews, and forecasting activities.
- Identify opportunities to improve reporting, processes, financial controls, and operational effectiveness.
Required Qualifications - Strong Power BI experience, including dashboard development, reporting, and data visualization.
- Experience managing budgets, forecasts, financial reporting, and variance analysis.
- Experience supporting purchase order management and vendor spend tracking.
- Strong analytical and problem-solving skills with excellent attention to detail.
- Light project or program management experience, including coordination, action tracking, and stakeholder communication.
- dvanced Excel skills and experience working with large data sets.
- Excellent communication, organization, and stakeholder management skills.
- bility to work independently while collaborating effectively across teams.
Preferred Qualifications - Experience supporting project, program, or portfolio management functions.
- Familiarity with portfolio management and reporting tools such as Planview, ServiceNow, Jira, or similar platforms.
- Experience within pharmaceutical, biotechnology, healthcare, or other complex business environments.
Success Factors - Delivers accurate financial reporting and actionable business insights.
- Serves as a trusted partner to portfolio leadership and stakeholders.
- Demonstrates strong ownership, accountability, and follow-through.
- Brings a positive, team-oriented attitude and willingness to support wherever needed.
- Effectively balances financial management, reporting, and coordination responsibilities while helping drive successful portfolio outcomes.
