This Portfolio Analyst position involves conducting comprehensive assessments of proposed investments, monitoring portfolio health, and contributing to long-term strategic asset decisions within the Enterprise Portfolio Management Office. The role requires strong analytical, communication, and organizational skills to support the efficient and compliant operation of the portfolio, working closely with stakeholders and management to track project progress and performance. This position is hybrid, requiring a minimum of three days per week on-site in White Plains, NY.
Location:
White Plains, New York, United States
Responsibilities:
- Coordinate review of project/program requests with stakeholders.
- Support the Enterprise Portfolio Manager with meetings, deliverables, and business case updates.
- Track project/program progress from initiation to closeout, ensuring alignment with enterprise goals and objectives.
- Assist in capturing future capital and operational expenditure needs.
- Analyze portfolio performance, identify risks, and recommend adjustments.
- Prepare and distribute timely reports on project performance, spending forecasts, and trends.
- Create spreadsheets, presentations, templates, and other documentation as needed.
- Conduct holistic assessments of proposed investments.
- Monitor portfolio health and develop future work plans.
- Ensure compliance with governance processes.
- Contribute to long-term strategic asset decisions.
Required Skills & Certifications:
- Proficiency in MS Office Suite (Word, PowerPoint, PowerBI, Excel, Outlook).
- Strong communication and persuasion skills; ability to engage with diverse audiences.
- Strategic and detail-oriented thinking abilities.
- Ability to work independently and collaboratively.
- Highly organized, self-driven, and customer-focused.
- Strong prioritization, planning, and accountability skills.
- Clear and concise communication regarding tasks and project statuses.
- Bachelor's degree in Business Administration, Finance, Engineering, or equivalent.
Preferred Skills & Certifications:
- Master's degree.
Special Considerations:
- Monday-Friday, 7.5-hour workdays with a 0.5-hour unpaid lunch.
- No paid holidays, vacation, or sick days; paid for time worked only.
- Overtime is not allowed unless pre-authorized.
- Must badge in/out daily at building turnstiles.
- Hybrid schedule with at least 3 days on-site (can be fully on-site).
- Remote work privileges can be revoked at any time.
- Personal equipment required for remote workdays; employer provides equipment for on-site work.
- W2 hourly employee status required.
- Vendors must disclose visa/work authorization and foreign national status at submission.
- Benefits Waiver and Ethics Disclosure required during onboarding.
- Must be local to the Tri-State area.
Scheduling:
Monday-Friday, 7.5-hour workdays with a 0.5-hour unpaid lunch. Overtime is not permitted without pre-authorization. A hybrid schedule is mandatory with at least three days on-site.
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