Portfolio Analyst

ECLARO; City of White Plains (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

ECLARO is seeking a Portfolio Analyst in White Plains, NY to support enterprise portfolio management and governance across projects and programs. The role focuses on aligning investments with asset strategies, developing business cases, and delivering accurate reporting.

The candidate will work with multidisciplinary teams, utilize MS Office and Power BI for analytics, and ensure timely, compliant project governance and communication across stakeholders.

Qualifications

• Customer-centric mindset and responsiveness to requests.
• Proficiency with MS Word, PowerPoint, Power BI, Excel, Outlook required.
• Experience with SharePoint is highly desired.
• Strong understanding of project/program/portfolio management techniques.
• Ability to work as part of a team and solve complex problems.

Responsibilities

• Assist in reviewing that projects progress from initiation to closeout and align with asset strategies and financial targets.
• Oversee and guide teams in developing business cases for programs.
• Ensure governance adherence to portfolio processes and guidelines.
• Navigate enterprise governance processes and improve communications.
• Prepare portfolio level analyses and reporting on cost, schedule, risk, and benefits.
• Lead reviews of initiatives and advise on continuation or changes.
• Prepare monthly and ad hoc status reports and trend analyses.
• Engage in continual improvement to keep deliverables accurate and useful.

Skills

Customer-centric mindset

Analytical thinking

Strong communication

Time management

Team collaboration

Tools

Microsoft Office (Word, PowerPoint, Excel, Outlook, Power BI)

SharePoint

Job description

Job Number: 26-01142 Want to be part of the Energy Industry? ECLARO is looking for a

Job Number: 26-01142 Want to be part of the Energy Industry? ECLARO is looking for a Portfolio Analyst for our client in White Plains, NY. ECLARO's Client is America's largest state power organization and is a national leader in energy efficiency and clean energy technology. If you’re up to the challenge, then take a chance at this rewarding opportunity!

Project Overview

• The Enterprise Portfolio Management Office has developed a gated decision-making framework for all projects and programs across client. This process provides the company with optimized portfolios of work, in addition to a governed progression of any given proposal across the lifecycle of the asset.

Responsibilities

• Assist in reviewing that projects and programs progress from initiation to closeout and review that the investments and initiatives achieve alignment with organizational asset investment strategies, financial targets, and benefits.


• Responsible for overseeing and guiding project/program teams in the comprehensive development of business cases.


• Ensure the adherence to the appropriate governance functions relating to the portfolio and in accordance with the applicable portfolio and project governance guidelines, policies and practices.


• Assist project and program teams navigate the newly implemented enterprise governance process and add consistent methodologies and enhance communications along the way.


• Prepares portfolio level analysis and reporting of financial control, resource utilization, risk, change management, benefits, unplanned work, etc., compares planned versus actual/forecasted, and examines the impact to the overall business.


• Lead reviews of any significant initiatives, projects or programs that are challenged or out of alignment with assigned portfolio's strategic and/or financial objectives and provide recommendations as to whether it should continue, be significantly changed, placed on hold or discontinued.


• Responsible for preparing monthly and ad hoc status reports and graphs depicting cost and schedule status/performance and trend analysis. Highlighting issues, conflicts, slippages, accelerations, key milestone movements, etc.


• Conduct continual improvement efforts for the purpose of ensuring portfolio and controls deliverables are accurate, relevant, and useful to key stakeholders.

Required Qualifications

• Possess a customer-centric mindset - extremely responsive to requests.


• Proficiency with Microsoft Office products (MS Word, PowerPoint, Power BI, Excel, Outlook) is required.


• Experience with SharePoint is highly desired.


• Thorough understanding of project/program/portfolio management techniques and methods.


• Adaptive, flexible to change, highly interactive and result oriented.


• Ability to work as a member of a team and solve complex problems, utilize conflict resolution techniques to assert influence in a continual process improvement environment.


• Ability to work independently, coordinate multiple tasks and exercise time management while meeting non-negotiable deadlines.


• Strong oral and written communication skills, with the ability to articulate ideas clearly and concisely.


• Working knowledge of performance evaluation and Change Management principles.


• Demonstrated strong analytical and problem-solving skills with a high attention to detail.


• Ability to understand technical issues at a high level when collaborating with engineers and other technical specialists.


• Ability to make recommendations and inspire change across multiple levels of the organization - from individual engineers and program managers to business unit leaders.


• A \"self-starter” approach to tackle a range of issues is essential.

If hired, you will enjoy the following ECLARO Benefits:

• 401k Retirement Savings Plan administered by Merrill Lynch


• Commuter Check Pretax Commuter Benefits


• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO

Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.