Portfolio Insights Lead: Data‑Driven Strategy & KPIs

Envu; Cary (NC); On-site; USD 110,000 - 140,000; Full time

Job summary

Envu, based in Cary, North Carolina, seeks a Portfolio Insights Manager to translate portfolio and financial data into strategic insights. This permanent role focuses on defining KPIs, dashboards, and reporting to measure portfolio health and guide pipeline investments.

You will collaborate with marketing, finance, and innovation teams to drive data-driven decisions. The ideal candidate has a Bachelor's degree in a related field and 3–5+ years of financial analysis or strategic planning

Qualifications

• Bachelor's degree in business, marketing, finance, or a related field.
• 3–5+ years of relevant experience in financial/business analysis, portfolio or product management, or strategic planning.

Responsibilities

• Conduct comprehensive analysis of the portfolio's financial performance and pipeline health.
• Establish standardized KPIs at project, portfolio, and pipeline levels.
• Define tools, reports, and dashboards to enable data-driven decision-making for pipeline investments.
• Track idea-to-concept cycle times and interpret trends against defined standards.
• Interpret pipeline data to inform stage-gate decisions.
• Own signals from the Lifecycle/Portfolio Classification Model and translate into recommendations with Portfolio teams.
• Track launch metrics vs. business case (revenue, adoption, ramp) with finance.
• Monitor progress against phase-out plans; flag delays with business impact framing.

Skills

Financial analysis

KPI definition

Dashboard reporting

Cross-functional collaboration

Communication skills

Attention to detail

Data interpretation

Education

Bachelor's degree

Job description

Envu, based in Cary, North Carolina, seeks a Portfolio Insights Manager to translate portfolio and financial data into strategic insights. This permanent role focuses on defining KPIs, dashboards, and reporting to measure portfolio health and guide pipeline investments.

You will collaborate with marketing, finance, and innovation teams to drive data-driven decisions. The ideal candidate has a Bachelor's degree in a related field and 3–5+ years of financial analysis or strategic planning