AI Portfolio Analyst

TheCorporate LLC; Oakland (CA); Hybrid; USD 90,000 - 140,000; Full time

Job summary

TheCorporate LLC seeks an Enterprise AI Portfolio & Value Capture Analyst to strengthen how AI use cases are tracked, governed, valued, and reported across the enterprise. The role emphasizes cross-functional collaboration and developing trusted dashboards and reports for leadership.

You will work with Excel, SharePoint, and Power BI to collect data, track value realization, and support governance through clear status updates and artifact organization in a large, regulated environment.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent written communication for stakeholders.
• Experience with Excel, SharePoint, and Power BI preferred.

Responsibilities

• Track AI use cases across intake, governance, delivery, production readiness, ownership, status, and value realization.
• Support value capture documentation with projected value, realized benefits, savings, costs, assumptions, and key metrics.
• Maintain and reconcile portfolio data across trackers, dashboards, reports, and source systems to improve accuracy and completeness.
• Analyze portfolio trends such as value, pipeline mix, platform usage, functional area, lifecycle stage, funding needs, and delivery readiness.
• Coordinate with use case owners and governance stakeholders to gather missing information, confirm status, and resolve open items.
• Support program operations, including meeting notes, action items, status updates, follow-up communications, registration checks, and artifact organization.

Skills

Strong organization

Attention to detail

Clear written communication

Cross-functional collaboration

Data analysis mindset

Tools

Excel

SharePoint

Power BI

PowerPoint

Word

Teams

Job description

Job Title:

Enterprise AI Portfolio & Value Capture Analyst

Location:

Oakland, CA

Duration:

August 10, 2026 — August 10, 2027

NOTES:

• Local is preferred but non-local is acceptable. Role can be remote, hybrid, or onsite. If the candidate is local, there is an expectation of hybrid in-office availability (roughly 1 day/week)

TOP THINGS:

• Strong organization, attention to detal, and ability to manage follow-ups across multiple workstreams
• Clear written communication skills, including the ability to summarize status, issues, and next steps for business and technical stakeholders.
• Comfort working with portfolio, operational, or governance data in tools such as Excel, SharePoint, PowerBI, PowerPoint, Word and Teams.

Job Description:

++Enterprise AI Portfolio Management Program – Value Capture Analyst++

Role Overview

The Enterprise AI Portfolio & Value Capture Analyst will support Enterprise AI Portfolio Program by strengthening how AI use cases are tracked, governed, valued, and reported across the enterprise. This role combines portfolio support, value tracking, and data analysis to ensure AI initiatives are accurately documented, aligned to enterprise priorities, and visible through trusted dashboards and reports.

The analyst will support dashboard maintenance, use case outreach, and coordination with governance stakeholders and reporting teams. A successful candidate will be comfortable with cross-functional outreach, Microsoft tools such as Excel, SharePoint, and Power BI, and develop analysis that informs leadership decision-making in a large, regulated enterprise.

Key Responsibilities

• Track AI use cases across intake, governance, delivery, production readiness, ownership, status, and value realization.
• Support value capture documentation, including projected value, realized benefits, savings, costs, assumptions, and key metrics.
• Maintain and reconcile portfolio data across trackers, dashboards, reports, and source systems to improve accuracy and completeness.
• Analyze portfolio trends such as value, pipeline mix, platform usage, functional area, lifecycle stage, funding needs, and delivery readiness.
• Coordinate with use case owners and governance stakeholders to gather missing information, confirm status, and resolve open items.
• Support program operations, including meeting notes, action items, status updates, follow-up communications, registration checks, and artifact organization.

Skills & Qualifications

• Strong organization, attention to detail, and ability to manage follow-ups across multiple workstreams.
• Clear written communication skills, including the ability to summarize status, issues, and next steps for business and technical stakeholders.
• Comfort working with portfolio, operational, or governance data in tools such as Excel, SharePoint, Power BI, PowerPoint, Word, and Teams.
• Experience or interest in Power Apps, Power Automate, data visualization, or reporting automation.
• Ability to identify process gaps, improve data quality, and propose practical operational improvements.
• Interest in AI, portfolio management, technology governance, value tracking, data analysis, or business operations.