Senior Analyst, Portfolio Management (Reporting and Analytics)

The Portfolio Reporting and Analytics Senior Analyst, Portfolio Management on the Global Portfolio Management team will be responsible for driving reporting creation and distribution, data analysis and modeling, and stakeholder training and management, partnering closely with Product, PMO, Engineering, Finance, and the Agile Tools Enablement team, in the enablement of portfolio governance and directly contributing to the ongoing creation and optimization of key reports and metrics.

Role Responsibilities

• Drive the creation and distribution of enterprise portfolio reporting within the Global Portfolio Management organization.
• Drive data analysis and modeling to support the creation of highly advanced portfolio reporting and metrics.
• Support the evolution of portfolio and business management reporting capabilities by aiding in the development of key processes in our front-end systems.
• Utilize digital reporting tools to publish and refresh key self-service dashboards.
• Utilize backend tools (ex: Snowflake) to refresh and model data
• Utilize Microsoft Excel to design and create repeatable and ad-hoc reporting and metrics.
• Manage the team s operational reporting process and design effective timelines and process steps to ensure reports are distributed timely, accurately and often.
• Support portfolio governance and controls processes by following up with key stakeholders accountable for responding to reporting findings.
• Support in driving the roadmap for portfolio management tools (ex: Jira Cloud, etc.)
• Train reporting consumers on the meaning of various reports and metrics and guide them on next steps.
• Create job-aids and governance documentation.
• Support the management, maintenance, and publication of the Global Portfolio Management Team Roadmap.
• Support product, functional and tech portfolio teams with systematic data updates and process administration and education.
• Contribute to the creation and administration of information hubs (on SharePoint, Confluence).

Role Requirements

• 4 to 6 years of experience in an advanced reporting role.
• 3+ years of working with a geographically dispersed team of leaders and stakeholders.
• 1+ years of experience in technology for financial services.
• Bachelor s degree, or experiential equivalent, in Business Administration, Computer Science, Engineering or closely related discipline.
• Excellent verbal and written communication skills.
• Advanced digital reporting skills (PowerBI, Tableau, etc.)
• Advanced Microsoft Excel skills
• Advanced data modeling and analysis skills
• Strong process design and time management skills to support recurring operational reporting processes
• Highly familiar with technology portfolio and business management concepts; Able to offer ideas and recommendations for the continued evolution of the function
• Ability to communicate complex data and findings to multiple stakeholder groups across cross-functional, distributed teams and multiple internal groups.
• Ability to effectively prioritize and execute tasks in a dynamic environment.
• High sense of ownership, urgency, independence, and drive.
• Highly effective pivoting skills to enable adapting quickly to change, shifting gears comfortably and operating successfully amidst ambiguity.
• Preferred: Experience with SnowFlake or other back-end databases