Portfolio Analyst

PTS Advance; Brentwood (TN); On-site; USD 70,000 - 100,000; Full time

Job summary

PTS Advance is seeking a Portfolio Analyst to advance and optimize a portfolio management program, owning KPI framework, budgets, and performance analysis.

You will develop Power BI dashboards, partner with cross-functional teams, and translate data into executive insights to support strategic decisions.

The role requires 3+ years in portfolio analysis, strong Excel and Power BI skills, and a business/finance background.

Qualifications

• Highly analytical mindset with ability to translate complex data into actionable insights.
• Strong communication and presentation skills to support leadership and stakeholders.
• Experience developing and managing budgets, forecasts, and financial reporting.

Responsibilities

• Own and maintain the portfolio KPI framework ensuring accuracy and alignment with objectives.
• Advance the portfolio management program and standardize processes for automation and improvement.
• Develop, manage, and monitor portfolio budgets, forecasts, and financial performance.
• Analyze portfolio performance to identify trends, variances, and opportunities for improvement.
• Develop and maintain Power BI dashboards, scorecards, and reports for real-time visibility.
• Collaborate with project managers, finance, engineering, and operations to validate data.
• Prepare recurring management reports and executive-level presentations.

Skills

Analytical thinking

Cross-functional collaboration

Communication skills

Presentation skills

Attention to detail

Education

Bachelor's degree in Business/Finance/Engineering/Analytics/Project Management

Tools

Power BI

Microsoft Excel

Job description

We are seeking a Portfolio Analyst to support the continued advancement and optimization of a portfolio management program. This role will be responsible for managing a comprehensive suite of KPIs, developing and maintaining budgets, analyzing portfolio performance, and helping establish the processes, reporting, and foundational framework needed to mature the current program.

The ideal candidate is highly analytical, proficient in Power BI, and comfortable working with large data sets to develop meaningful insights and executive-level reporting. This individual will partner with cross-functional stakeholders to improve visibility into portfolio performance, identify trends and opportunities, and drive continuous improvement.

• Manage and maintain a comprehensive portfolio KPI framework, ensuring metrics are accurate, relevant, and aligned with business objectives.
• Advance and strengthen the current portfolio management program and foundational processes, identifying opportunities for standardization, automation, and continuous improvement.
• Develop, manage, and monitor portfolio budgets, forecasts, and financial performance.
• Analyze portfolio performance, identifying trends, risks, variances, and opportunities for improvement.
• Develop and maintain Power BI dashboards, scorecards, and reports to provide real-time visibility into portfolio health and performance.
• Translate complex data into clear, actionable insights for leadership and key stakeholders.
• Establish reporting standards and ensure consistent KPI definitions, data quality, and reporting methodologies across the portfolio.
• Partner with project managers, finance, engineering, operations, and other stakeholders to collect and validate portfolio data.
• Monitor actuals versus budget and forecast, investigate variances, and communicate financial impacts.
• Support portfolio planning, prioritization, resource allocation, and strategic decision-making.
• Develop recurring management reports and executive-level presentations.
• Identify gaps in current processes and recommend improvements to increase efficiency, data visibility, and decision-making capabilities.
• Support the development of standardized tools, templates, processes, and governance practices for the portfolio.
• Maintain documentation related to KPIs, budgets, reporting processes, and portfolio performance.
• Perform ad hoc financial, operational, and portfolio analysis as needed.

Required Qualifications

• Bachelor's degree in Business, Finance, Engineering, Analytics, Project Management, or a related field.
• 3+ years of experience in portfolio analysis, project controls, business analysis, financial analysis, or program/project management.
• Strong experience managing and analyzing KPIs and performance metrics.
• Proficiency in Microsoft Power BI, including dashboard development, data visualization, and reporting.
• Experience developing and managing budgets, forecasts, and financial reporting.
• Strong analytical and problem-solving skills with the ability to interpret complex data.
• Advanced proficiency in Microsoft Excel.
• Strong communication and presentation skills.
• Ability to work effectively with cross-functional teams and senior stakeholders.
• Strong attention to detail and ability to manage multiple priorities