Associate Portfolio Analyst (financial services and FinTech environment)

Net2Source (N2S); Town of Florida (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

A dynamic financial services company is seeking an Associate Portfolio Analyst to manage financial operations within a FinTech environment. Responsibilities include tracking project finances, ensuring data integrity, and driving process improvements through automation. The ideal candidate has a Bachelor's degree, advanced technical skills in various financial tools, and 3+ years of relevant experience. Strong collaboration and communication skills are essential for success in this role.

Qualifications

• 3+ years of related experience in technology project management, portfolio management, or project management.
• Ability to synthesize complex financial data for a non-finance audience.
• Strong relationship building and collaboration skills.

Responsibilities

• Support financial tracking of projects using the Enterprise Portfolio Management System.
• Aid in budget management and ensure financial data integrity.
• Drive continuous improvement of portfolio processes through tool and automation.

Skills

Apptio

Jira

VIVAR

Power BI

Advanced Excel

General Ledger

AI tools (including ChatGPT and Copilot)

Education

Bachelor's degree in business administration, Finance, Information Technology

Advanced degree (preferred)

Tools

Advanced Excel

General Ledger

AI tools (ChatGPT, Copilot)

Job description

Overview

Role: Associate Portfolio Analyst (financial services and FinTech environment)

Location: Sunrise FL (Onsite from Day-1)

Term: Contract

High level Overview - To manage all aspects of the operating expense base for the Tech Portfolio Management (TPM) organization. As a Portfolio Analyst, you will establish strong partnerships with the TBE leadership team, Finance, and peers across Tech Portfolio Management to ensure the financial success of TPM through sound financial management of monthly operating expenses.

This position goes beyond traditional financial analysis and portfolio management, requiring advanced technical proficiency and experience optimizing processes through automation and tooling. Additionally, the successful candidate will require a transformational mindset and the ability to communicate and influence process and tooling requirements to empower new ways of working across TPM with appropriate controls and governance.

Responsibilities

• Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and aiding in budget management, with guidance from peers and leaders
• Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability
• Plays a key role in driving continuous improvement of portfolio processes through tooling and automation, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness
• Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities
• Acts as change agent throughout the organization with an ability to guide individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits

Minimum Qualifications

• Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred
• Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power BI, advanced Excel, General Ledger, and AI tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling
• Ability to synthesize complex financial data for a non-finance savvy audience
• Strong relationship building with the ability to collaborate and influence without authority
• Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal impact
• Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options
• 3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines

Preferred Requirements

• Ability to execute and maintain high performance under tight timelines and competing demands
• Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus
• Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight
• Experience within a large technology, financial services or FinTech environment with working knowledge of software development processes and Agile methodologies
• Understand linkages between supply and demand, provide meaningful, actionable insights and recommendations to ensure targets are achieved
• Understanding of multiple business functions preferred