Portfolio Governance Analyst: Intake, Reporting & Tools

Hvcu; Town of Poughkeepsie (NY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Base & Variable Pay Structures

Paid Personal, Holiday & Volunteer PTO

Professional Development & Training

Student Loan Repayment & Tuition Reimb

Medical, Dental & Vision Coverage

401(k) With Employer Match & Non-Elect

Life, Short-term & Long-term Disabilit

Discounted Loan Rates

Job summary

Hudson Valley Credit Union is seeking a Portfolio Analyst to support the Enterprise Delivery Office by coordinating portfolio intake, governance, and reporting across business and technology initiatives.

The role partners with Portfolio Managers, Program Managers, and stakeholders to improve visibility, implement tools like Monday.com, and drive continuous improvement of EPDO practices, while ensuring compliance with governance standards and regulatory requirements.

Qualifications

• Bachelor’s Degree in Business Administration, Project Management, Information Technology, Finance, or a related field is required.
• PMO, Portfolio Management, or Portfolio Management certification is preferred.
• Minimum 3 years PMO, portfolio management, project coordination, business operations, or related function is required.
• Experience supporting portfolio management, demand management, governance, or strategic planning activities is required.
• Experience working with portfolio management tools such as Monday.com, Planview, Clarity, Jira, Smartsheet, or similar platforms is preferred.
• Experience with workflow automation tools and business process mapping is preferred.
• Experience supporting enterprise governance or portfolio management functions within financial services or a regulated environment is preferred.

Responsibilities

• Support enterprise intake and demand management from idea submission through prioritization and approval.
• Maintain intake backlogs, status tracking, prioritization records, and approval documentation.
• Assist with the development, implementation, and continuous improvement of EDO methodologies, frameworks, and governance processes.
• Create and maintain process workflows, standards, procedures, templates, and job aids.
• Monitor adherence to EDO processes, standards, templates, and stage-gate requirements.
• Track governance metrics and provide insights on process adoption and maturity.
• Administer Monday.com and related portfolio management tools for the EDO.
• Partner with stakeholders, vendors, and solution partners to implement enhancements and resolve tool issues.
• Prepare portfolio reports, dashboards, scorecards, and executive presentation materials.
• Support portfolio reviews, governance committees, and executive reporting forums.
• Develop and distribute EDO communications, announcements, process updates, and stakeholder materials.
• Support portfolio planning, capacity planning, prioritization, and roadmap maintenance.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements.

Skills

PMO experience

Portfolio management

Project coordination

Business operations

Education

Bachelor’s Degree in Business Administration, Project Management, Information Technology, Finance, or related field

Tools

Monday.com

Planview

Clarity

Jira

Smartsheet

Job description

Hudson Valley Credit Union is seeking a Portfolio Analyst to support the Enterprise Delivery Office by coordinating portfolio intake, governance, and reporting across business and technology initiatives.

The role partners with Portfolio Managers, Program Managers, and stakeholders to improve visibility, implement tools like Monday.com, and drive continuous improvement of EPDO practices, while ensuring compliance with governance standards and regulatory requirements.