Wave

Portfolio Management Analyst

Wave$75K — $95K *
Education, Government & Non-Profit
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience with Department of Navy (DON), Department of Defense (DoD), or similar agencies.
  • Bachelor's Degree in Business, Management, or a related field.
  • Expert communication skills in both oral and written formats with diverse stakeholders.
  • 10+ years of related experience in management analysis or portfolio management.
  • Active DoD SECRET clearance is required.

Responsibilities

  • Gather and organize relevant information to address operational issues.
  • Interview personnel and observe processes to assess needs.
  • Analyze financial data, focusing on revenue, expenditures, and employment metrics.
  • Develop alternative practices or solutions based on analysis.
  • Recommend new systems or organizational procedures to enhance operations.
  • Present recommendations to management through reports or presentations.
  • Collaborate with managers to evaluate the effectiveness of implemented changes.

Benefits

  • Work in a critical environment supporting U.S. national defense.
  • Opportunity to influence organizational change in federal operations.
  • Engagement in diverse projects with a focus on business operations.
  • Collaboration with professionals across the government sector.
  • Access to mentorship and career development opportunities.
Full Job Description
Portfolio Management Analyst - Journeyman

Pentagon, Arlington, VA

Spectrum is currently seeking a Management Analyst to support our customer site and support the Department of Navy's Business Operations Service Support requirement.

Required Skills and Abilities:
  • Gather and organize information about the problem to be solved or the procedure to be improved
  • Interview personnel and conduct onsite observations to determine the methods, equipment, and personnel that will be needed
  • Analyze financial and other data, including revenue, expenditure, and employment reports
  • Develop solutions or alternative practices
  • Recommend new systems, procedures, or organizational changes
  • Make recommendations to management through presentations or written reports
  • Confer with managers to ensure changes are working
  • 5+ years of experience working with DON, DoD, or similar government agency

Minimum Qualifications:
  • Expert ability to communicate effectively in both oral and written forms with all levels of staff, as well as clients
  • Bachelor's Degree in business, Management, or related field
  • 10+ years of related experience
  • Possess an active DoD SECRET clearance

About Wave

Wave is a Canadian financial services company that provides accounting, invoicing, and payment processing software for small businesses. The company was founded in 2010 by Kirk Simpson and James Lochrie. Wave's software is used by over 4 million small businesses around the world. In 2019, the company was acquired by H&R Block for $405 million. Wave is headquartered in Toronto, Canada.
Learn more about Wave
Size
200 employees
Industry
Founded
2011

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