Senior Portfolio Analyst

Shelby American, Inc.; Arlington (VA); On-site; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a skilled analyst to evaluate and manage science and technology initiatives. This role is crucial for aligning programs with mission requirements and strategic priorities. You will work closely with senior decision-makers to prioritize investments and identify innovative opportunities. The company fosters a family-oriented culture, offers competitive benefits, and values each employee's contributions. Join a team that supports critical missions and values your professional growth.

Benefits

Health, Dental, and Vision Benefits

401(k) Plan

PTO + 11 Federal Holidays

Family-oriented Culture

Open-door Policy

Merit-based Advancement

Qualifications

• 10+ years of experience in program analysis for DoD.
• Ability to obtain Tier 3 clearance before start date.

Responsibilities

• Evaluate and manage S&T initiatives aligning with strategic priorities.
• Provide analytical oversight and performance assessments.

Skills

Program Analysis

Financial Management

MS Office Proficiency

Communication Skills

Data Analysis

Education

Bachelor's Degree

Tools

MS Power BI

SharePoint

PBIS Database

Job description

Description

You will be responsible for evaluating, tracking, and managing a diverse range of science and technology (S&T) initiatives to ensure alignment with strategic priorities, mission requirements, and available resources. This role supports the full lifecycle of technology development programs by providing analytical oversight, performance assessments, and strategic guidance. The analyst works closely with program managers, technical leads, and senior decision-makers to help prioritize investments, mitigate risk, and identify opportunities for innovation and transition.

• Generous health, dental, and vision benefits are offered.

• 401(k) offered.

• PTO + 11 Federal Holidays

*Position is Contingent on Contract Award.*

Requirements

REQUIRED

Credentials

• Current Tier 3 clearance or the ability to obtain a Tier 3 clearance before the start date.
• Bachelor’s degree or higher from an accredited university and no less than ten (10) years of experience providing portfolio or program analysis support to the Department of Defense, preferably the Department of the Navy (DoN). A minimum of five (5) of the required years must include specific experience in supporting the financial management, planning, and execution of S&T programs.
• Highest degree of Professionalism

Experience

• Government financial systems.
• Supporting the Planning, Programming, Budgeting, and Execution (PPBE) and Program Objective Memorandum (POM) processes. This includes experience drafting budget exhibits for Research, Development, Test and Evaluation (RDT&E) appropriations.
• Using MS Office products and other web/database applications to analyze financial and technical performance metrics, and succinctly presenting conclusions and recommendations to senior DoN S&T personnel.
• Coordinating and leading meetings with senior DoN S&T personnel and executives related to policy, analysis of technology programs, acquisition, and execution. This includes recording a summary of meeting discussions and ensuring action items are addressed afterwards.
• Coordinating, overseeing, and drafting content in response to data calls and tasks from senior DoD leadership and Congress.
• Utilizing reports from the Procurement Business Intelligence Service (PBIS) database and the Navy Enterprise Resource Planning (ERP).
• Taking initiative in identifying and implementing solutions to address the wide range of actions associated with managing the business of large DoD/DoN S&T portfolios and the teams that support them.
• Learning financial processes and procedures on the job in real-time with limited assistance.

DESIRED

• Preparing, handling, storing, couriering, and arranging for the digital projection of classified information.
• Organizing and coordinating classified meetings, to include ensuring the ability to provide a visual presentation
• MS Office Application Certifications
• Experience with MS Power BI
• SharePoint
• Member of AEAP

Who Are We

We are a Service-Disabled Veteran-Owned Small Business (SDVOSB) that delivers focused support for the full spectrum of DoD and Federal Agency program management, professional services, and training needs. Helios leverages the cross-functional expertise of its team members to deliver an operational framework centered on problem-solving, functional training delivery, and purposeful operational analysis.

Top reason to join the HELIOS family.

• Company culture: Our employees are not just a number; they are family. Helios fosters a family-oriented environment and understands that family always comes first.
• Benefits: Our medical, dental, vision, and 401 (k) benefits exceed industry standards and remain competitive.
• Open-door policy: From senior leadership to new hires, employees can always speak with the company's President & CEO to get questions answered and problems solved.
• Job satisfaction: Our work is truly important and long-lasting. No matter your role, you are key to supporting our clients in achieving their real-world missions.
• Veteran advocates: HELIOS has an active Veterans Employee Resource Group, Rally Point, which supports the communication styles and organizational paradigms unique to our Veteran employees.
• Merit-based organization: Where opportunities for advancement, recognition, and rewards are driven by individual performance, skills, and contributions rather than tenure, favoritism, or personal connections.

You may apply online at Careers - Helios Defense Solutions, LLC (heliosdsllc.com) or through Paylocity.

Contact the HELIOS Recruiting Department at [e-mail] if you have any questions about this Job Announcement.

HELIOS strongly believes that if you take care of your employees, your employees will take care of you!