Portfolio Manager

Carex Consulting Group; Menasha (WI); Hybrid; USD 83,000 - 179,000; Full time

Job summary

Carex Consulting Group seeks an experienced Portfolio Manager – Data & Analytics to provide strategic oversight and coordination across a growing portfolio of data initiatives. The role partners with data leadership to translate priorities into actionable plans, align resources, and drive execution across concurrent efforts.

The ideal candidate has a strong PM background, experience working with data teams, and the executive presence to engage senior leadership.

Qualifications

• 5+ years of program or portfolio management experience coordinating multiple initiatives.
• Experience supporting data and analytics environments with data eng / BI teams.
• Strong understanding of portfolio planning, demand management, and dependency management.
• Solid foundation in Agile and Kanban delivery practices.
• Familiarity with Jira, monday.com, or similar tools.
• Ability to leverage AI tools to improve efficiency and reporting.
• Excellent communication and executive presence to engage senior leadership.

Responsibilities

• Oversee and coordinate a portfolio of data and analytics initiatives aligned to strategic priorities.
• Translate strategic vision into actionable priorities, execution plans, and measurable outcomes.
• Collaborate with relationship managers to manage requests, backlog, and competing demands.
• Coordinate with data engineering, analytics, data science, and business teams to align resources.
• Establish portfolio visibility into status, risks, capacity, timelines, and progress.
• Apply Agile/Kanban methods to drive accountability and execution with minimal admin overhead.
• Develop executive-level dashboards and reports showing portfolio performance and ROI.
• Support prioritization of data science initiatives and communicate value to stakeholders.
• Leverage AI tools to automate routine tasks and improve reporting.

Skills

Program mgmt

Portfolio mgmt

Data analytics

Agile Kanban

Executive presence

Stakeholder mgmt

Tools

Jira

monday.com

Job description

Carex is partnering with a energy solutions industry partner to find an experienced Portfolio Manager – Data & Analytics to provide strategic oversight and coordination across a growing portfolio of data and analytics initiatives. This role will serve as a trusted partner to data leadership, helping translate strategic priorities into actionable plans, align resources, and drive execution across multiple concurrent efforts.

The ideal candidate brings a strong background in program and portfolio management, experience working with data and analytics teams, and the executive presence to engage with senior leadership. Success requires a proactive, solutions-oriented mindset, strong collaboration skills, and an AI-forward approach to improving efficiency and driving business value.

Location: Menasha, WI (hybrid)

Duration: Contract-to-hire (conversation at 6 months)

Pay rate: Commensurate with experience

What You'll Do

• Oversee and coordinate a portfolio data and analytics initiatives, ensuring alignment with strategic priorities and business objectives.

• Partner with data leadership to translate strategic vision into actionable priorities, execution plans, and measurable outcomes.

• Collaborate with business relationship managers and stakeholders to manage incoming requests, prioritize backlogs, and balance competing demands.

• Coordinate with data engineering, analytics, data science, and business teams to align resources, manage dependencies, and support delivery.

• Establish portfolio-level visibility into project status, risks, resource capacity, timelines, and overall progress.

• Apply practical project management and Agile/Kanban methodologies to drive accountability and execution without unnecessary administrative complexity.

• Partner with project managers supporting larger enterprise initiatives to ensure alignment with broader data and analytics priorities.

• Develop executive-level presentations, dashboards, and reporting that communicate portfolio performance, business impact, and return on investment.

• Support the prioritization of data science initiatives and help communicate their value and outcomes to business stakeholders.

• Leverage AI tools to automate routine activities, streamline reporting, and improve overall productivity.

• Utilize Jira, monday.com, or similar platforms to support backlog management, workflow tracking, and portfolio visibility.

• Identify opportunities to improve portfolio processes, prioritization, resource planning, and cross-functional collaboration.

• Build strong relationships across technical and business teams, fostering a collaborative environment while driving accountability and results.

What You'll Bring

• 5+ years of experience in program or portfolio management, with demonstrated success coordinating multiple concurrent initiatives.

• Experience supporting data and analytics environments, including collaboration with data engineering, business intelligence, analytics, or data science teams.

• Strong understanding of portfolio planning, demand management, backlog prioritization, resource coordination, and dependency management.

• Solid foundation in project management methodologies, Agile principles, and Kanban-based delivery practices.

• Familiarity with Jira, monday.com, or similar project and portfolio management tools.

• Demonstrated ability to leverage AI tools to improve efficiency, automate workflows, and develop executive-level materials.

• Strong executive presence and exceptional communication skills, with the ability to engage senior leadership and translate technical initiatives into business-focused insights.

• Proven ability to work independently, navigate ambiguity, proactively solve problems, and manage competing priorities.

• Strong interpersonal and relationship-building skills, with a collaborative, approachable leadership style and the ability to influence without formal authority.

• Experience developing portfolio-level reporting and communicating progress, risks, and business value to stakeholders.

Preferred Qualifications

• Experience supporting enterprise data and analytics portfolios, including data platforms, advanced analytics, or data science initiatives.

• Experience working directly with senior technology leadership or within a centralized PMO or business transformation organization.

• Familiarity with portfolio governance, capacity planning, and measuring the business impact or ROI of initiatives.

• PMP, Certified ScrumMaster (CSM), or other relevant project management certification.

Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.