Portfolio Operations Analyst

Associa; Richardson (TX); Presencial; USD 70.000 - 90.000; Jornada completa

Descripción de la vacante

Associa is seeking a Portfolio Operations Analyst to coordinate portfolio data, lifecycle tracking, and governance-ready materials. You will maintain dashboards, ensure data quality, and collaborate with initiative owners and delivery teams.

This role sits in the Strategy portfolio and collaborates with leadership to prioritize investments. The position requires strong organizational skills and experience with PMO tools.

Formación

• 5+ years of experience supporting program, portfolio, or PMO operations.
• Strong organizational skills and ability to follow up with stakeholders.
• Hands-on experience with a portfolio or project-management tool including data entry, reporting, dashboards, and basic automation.
• Strong attention to detail and ownership of data quality and accuracy.
• Ability to prepare clear, executive-ready materials from underlying data.
• Ability to work across multiple stakeholders without formal authority.

Responsabilidades

• Portfolio information management: maintain inventory, ensure data current and accurate.
• Intake and lifecycle coordination: track initiative stage through lifecycle.
• Governance and decision support: prepare materials and agendas for governance meetings.
• Decision and dependency tracking: maintain logs, track outputs, follow up on items.
• Resource and capacity data coordination: provide leadership with resource data insights.
• Reporting and dashboard management: ensure dashboards are accurate and reports produced.
• Delivery data integration: connect portfolio records to project data and request updates.
• Tools and process improvement: maintain docs and support automation initiatives.

Conocimientos

Portfolio operations

Stakeholder follow-up

Data quality ownership

Executive-ready reporting

Dashboard reporting

Herramientas

PMO tools

Descripción del empleo

The Portfolio Operations Analyst provides the operational coordination and information management required to keep the organization's portfolio of strategic initiatives current, accurate, and ready for governance. The position is part of a newly established Strategy department and reports to the Director of Strategic Portfolio Management.

The Analyst is accountable for portfolio data quality, accurate lifecycle tracking, ready governance materials, and coordinated information across initiative owners and delivery teams. This is not an administrative position: the role owns the completeness and reliability of the information that portfolio leadership and governance bodies depend on to make investment and priority decisions, administers the portfolio's tools and workflow, tracks decisions and dependencies through to resolution, and follows up directly with stakeholders when information is missing or overdue.

The Analyst works closely with the Manager, Strategic Portfolio Management: the Analyst maintains portfolio data, prepares governance materials, and tracks decisions and dependencies, while the Director uses that information to facilitate prioritization discussions and bring recommendations to governance. Neither role manages individual projects; project and program management retains that responsibility.

Key Responsibilities

• Portfolio information management. Maintain the portfolio inventory, ensuring initiative information is current, complete, and accurately reflects the status of each initiative.
• Intake and lifecycle coordination. Coordinate the initiative intake process, ensuring submissions include the information required for review, and track each initiative's stage through the portfolio lifecycle.
• Governance and decision support. Prepare materials, agendas, and reporting packages for governance meetings, validated and ready ahead of each session, and coordinate the inputs and outputs of portfolio and investment decision cycles.
• Decision and dependency tracking. Maintain decision and action logs with clear owners and due dates; track dependencies across initiatives; follow up on outstanding items; and flag issues requiring portfolio leadership's attention.
• Resource and capacity data coordination. Maintain resource and capacity information submitted by initiative owners and delivery teams, and provide leadership with data on where initiatives are competing for the same resources.
• Reporting and dashboard management. Maintain the accuracy of portfolio dashboards and produce routine portfolio status and pipeline reports.
• Delivery data integration. Maintain the connection between portfolio-level records and project or delivery information, following an "enter once, use at multiple levels" approach, and follow up with project and program managers for required status updates.
• Tools and process improvement. Maintain documentation, templates, and an audit trail of significant portfolio decisions and changes, and support automation and process improvements that reduce manual administration over time.

Requirements

• At least 5 years of experience supporting program, portfolio, or PMO operations, including coordinating meetings, tracking action items, and maintaining structured data
• Strong organizational skills and demonstrated ability to follow up with stakeholders across an organization for outstanding information
• Hands-on experience with a portfolio or project-management tool, including data entry, reporting, dashboards, and basic automation
• Strong attention to detail and demonstrated ownership of data quality and accuracy
• Ability to prepare clear, executive-ready materials from underlying data
• Ability to work across multiple stakeholders and initiatives concurrently without formal authority over any of them

Company Description

With more than 300 branch offices across North America, Associa is building the future of community for more than 7.5 million residents worldwide. Our 15,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 48 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.