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Job Description

The Portfolio Management Analyst is responsible for administering, maintaining, and optimizing the enterprise portfolio management tool to support project, program, and portfolio management activities. This role ensures the tool is effectively configured to meet organizational needs, enables data-driven decision-making, and provides training and technical support to end-users. The analyst will collaborate with stakeholders across the organization to align the tool's functionality with business objectives and drive operational excellence. Key responsibilities include:

Tool Administration and Configuration:

• Serve as an administrator and analyst for the Enterprise Portfolio Management tool, ensuring its functionality aligns with organizational requirements.

• Configure and maintain tool settings, workflows, dashboards, reports, and integrations to support portfolio, program, and project management processes.

• Manage user access, roles, and permissions, ensuring compliance with security and governance policies

• Monitor tool performance and troubleshoot issues to ensure seamless operation, may be accountable to ensure effective system upgrades

Data Management and Reporting:

• Oversee data accuracy and integrity within the enterprise tool, performing regular audits and updates as needed.

• Develop and maintain custom dashboards, reports, and analytics to provide actionable insights into portfolio performance.

• Support leadership and stakeholders with data visualization and reporting to drive informed decision-making.

• Ensure alignment of tool data with organizational KPIs, metrics, and strategic objectives.

Process Optimization and Best Practices:

• Continuously stay aware of system performance and recommend or implement enhancements to improve usability and efficiency.

• Collaborate with project managers, portfolio managers, and PMO leaders across the organization to solicit business needs then optimize processes within the enterprise tool to enable their needs.

• Identify opportunities to streamline workflows and enhance tool utilization ensuring minimal disruption to the business.

• Stay current on the enterprise product capabilities and industry best practices to recommend improvements.

Training and Support:

• Provide training to new and existing users on tool functionality, processes, and best practices.

• Develop user guides, FAQs, and other training documentation to support tool adoption and effective usage.

• Serve as the first point of contact for technical support related to troubleshooting issues and escalating as necessary.

Stakeholder Collaboration:

• Partner with cross-functional teams to understand business needs and translate them into tool requirements.

• Act as a liaison between the organization and enterprise portfolio vendor representatives for tool enhancements, upgrades, and support.

• Support change management efforts related to tool adoption and updates, ensuring smooth transitions for users.

• Support portfolio management processes by enabling accurate data capture and reporting.

Project and Portfolio Alignment:

• Ensure that the enterprise portfolio tool supports portfolio prioritization, resource planning, and project execution.

• Collaborate with PMO teams to ensure alignment between tool functionality and broader organizational strategies.

Monitor portfolio health and provide recommendations to improve resource allocation and project prioritization.

Compensation:

$88,000 to $138,000

Exact compensation may vary based on several factors, including skills, experience, and education.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Education and Experience:

• Bachelor’s degree in Information Technology, Business Administration, Project Management, or a related field (or equivalent experience).

• 3+ years of experience in portfolio management tools administration, with Planview (preferred).

• Experience working within a PMO, IT, or project management environment is a plus.

• Proficiency in configuring and administering Enterprise Portfolio Management tools (or similar PPM tools).

• Strong analytical skills with the ability to interpret complex data and generate meaningful insights.

• Knowledge of portfolio, program, and project management methodologies (e.g., PMI standards, Agile frameworks).

• Excellent communication and collaboration skills to work with diverse stakeholders.

• Advanced proficiency in Microsoft Excel and data visualization tools (e.g., Power BI).

Ability to manage competing priorities and meet deadlines in a fast-paced environment. · Project management certifications such as PMP, PRINCE2, or Agile certifications (e.g., Certified ScrumMaster) are a plus.