Job Description:
Our client - a major utility firm based out of Westchester County, NY - has an immediate need for a Portfolio Analyst. The particulars of the position are as follows.
Project Overview:
The Portfolio Analyst role is responsible for conducting holistic assessments of proposed investments, monitoring the health of the portfolios and developing future work plans that support safe, reliable and economical operations. The analyst works as part of the Enterprise Portfolio Management Office and supports both the daily operational and financial needs of the organization, ensures compliance with all governance processes, and is involved in longer term strategic decision-making on assets.
Job Functions & Responsibilities:
• Assist in coordinating reviews of submitted project and program requests with stakeholders across the enterprise.
• Assist the Enterprise Portfolio Manager in coordinating meetings, tracking deliverables and updating business cases.
• Assist in reviewing that projects and programs progress from initiation to closeout and review that the investments and initiatives achieve enterprise goals, benefits and objectives.
• Work closely with the Enterprise Portfolio Manager to support capturing all future capex/opex needs.
• Work with Enterprise Portfolio Manager in supporting the evaluation of the overall benefit to the organization.
• Help the organization understand which jobs are most critical to client’s success, ensure the right work is completed, and stay on budget.
• Analyze current performance and needs of all portfolios and look for resourceful ways to balance the portfolio when initiatives shift off course. Think through – and make recommendations – regarding which jobs may be deferred, what resources are impacted, which jobs are at risk, or if other jobs are impacted from a scheduling perspective, etc.
• Prepare and distribute accurate and timely information regarding project/program performance, spending forecasts, portfolio spending trends, to Enterprise Portfolio Manager as required.
• Prepare spreadsheets documents, presentations, visual support aids, templates, etc. as required.
Skills:
• Proficiency with Microsoft Office products (MS Word, PowerPoint, PowerBI, Excel, Outlook) is required.
• Strong communication and persuasion skills – the ability to proactively engage and talk comfortably with anyone from immediate colleagues to remote working groups, and from recent graduates to upper management.
• Ability to think big and small – can think strategically from a corporate perspective, with the knowledge to dive into the details when necessary.
• Ability to work successfully and collaboratively in teams and independently.
• Extremely well-organized and self-driven.
• Possess a customer-centric mindset – extremely responsive to requests.
• Ability to prioritize and plan work accordingly to deliver results in a timely manner.
• Results driven – ability to hold team members accountable, by keeping team engaged and on task and working collaboratively.
• Ensure clear and concise communication regarding task completion and project status.
Education & Certifications:
• Minimum 4 year Bachelor’s Degree in Business Administration, Finance, or Engineering (comparable equivalent) required.
• Masters Degree from an accredited school is preferred.
For Immediate Response call 732-876-7633 or send your resume to RecruiterAS@Trigyn.com
Trigyn-8181
TRIGYN TECHNOLOGIES, INC. is an EQUAL OPPORTUNITY EMPLOYER and has been in business for 35 years. TRIGYN is an ISO 27001:2022 and CMMI Level 5 certified company.