Associate - II

Maintain records of portfolio artifacts, approvals, prioritizations, and decisions to ensure compliance with organizational policies, regulatory requirements, and portfolio management standards.

Assist in preparing and conducting monthly portfolio review meetings.

Collect, analyze, and communicate portfolio insights and trends to prepare portfolio data.

Work closely with the portfolio manager to analyze and interpret data, identify trends, and make recommendations based on findings.

Provide support to the portfolio manager in data entry, report preparation, and presentations.

Ensure adequate governance by maintaining proper controls over portfolio processes.

Track Training & Development (T&D) initiatives from business case creation to delivery.

Develop financial reports for organizational leaders.

Assist in budget preparation and forecasting using tools like Excel and Google Sheets.

Track statements of work and manage invoice processing.

Collaborate with financial reporting, T&D, and other internal teams to refine processes and improve internal and external reporting.

Analyze existing process flows, identify problem areas and bottlenecks, and suggest improvements.

Qualifications and Experience

Education:

• Bachelor's degree in Business Administration, Finance, Project Management, or a related field.

Skill Set:

• Hands-on experience in project reporting and financial analysis.
• Strong ability to adapt to rapidly changing business requirements.
• Experience in process mapping and improving workflows.
• Proficiency in project planning and management.
• Ability to work effectively in a global delivery environment.
• Excellent interpersonal and communication skills with a proven ability to collaborate across all organizational levels.
• Detail-oriented and self-driven, with a strong team-oriented mindset.
• Proficiency in tools like Microsoft Excel, Google Sheets, and financial management software.

Additional Information

• We are an equal opportunity employer that does not discriminate on the basis of any legally protected status.
• Please note, AI is used as part of the application process.