Senior Portfolio Analyst

Insight Global; Chicago (IL); Hybrid; USD 125,000 - 150,000; Full time

Job summary

An innovative firm is seeking a Senior Portfolio Analyst to join their dynamic team in Chicago. This role focuses on supporting enterprise portfolio management systems and driving projects across various departments, including Finance and IT. The ideal candidate will have extensive experience in project management and a strong background in the insurance or financial services sectors. You will play a key role in developing communication strategies and ensuring stakeholder alignment throughout project lifecycles. If you are a proactive and strategic thinker with a passion for continuous learning, this opportunity is perfect for you.

Qualifications

• 4+ years of experience in portfolio or project management.
• Strong Microsoft Office PowerPoint and Excel skills required.
• Experience in insurance, consulting, or financial services industry.

Responsibilities

• Support enterprise portfolio management systems and processes.
• Drive projects for Finance, IT, and Product Management groups.
• Prepare and analyze reports representing overall Portfolio health.

Skills

Portfolio Management

Project Management

Microsoft Office PowerPoint

Change Management

Project Planning

SharePoint

Excel

Relationship Building

Strategic Thinking

Tools

Power BI

Tableau

ServiceNow

Job description

1 week ago Be among the first 25 applicants

This range is provided by Insight Global. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$48.00/hr - $53.00/hr

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Professional Recruiter at Insight Global

Location: Hybrid – approximately 4 days in office (200 E Randolph St)

Pay Rate: $48-53/hour, weekly pay every Friday, time and a half pay rate for overtime hours

Duration: 6-month contract to permanent hire

Start Date: 5/12 or 5/19

Requirements:

• 4+ years of experience with portfolio or project management, analysis, or high-level coordinating
• Experience in the insurance, consulting, or financial services industry
• Very strong Microsoft Office PowerPoint skills
• Change management and project planning experience
• SharePoint and Excel experience
• Comfort working in a fast-paced, fast-growing, highly interactive environment
• Collaborative, curious, confident, and has a passion for continuous learning and growth
• Solid relationship building with partners across the organization at all levels
• Strategic thinker and proactive decision maker

Pluses:

• Experience with Power BI
• Knowledge of Tableau or ServiceNow

Position Summary:

The Senior Portfolio Analyst will be part of a dynamic team who supports the continuous evolution of enterprise portfolio management systems, processes, roadmaps and communication by taking a proactive, organized and detailed approach. This employee will be supporting enterprise-wide engagement – focusing on enterprise evolution and business transformation. They will be developing communication strategies, giving ongoing updates to the business and various stakeholders involved in the project. They will be driving projects for the Finance, IT, Product Management, and Claims groups from the beginning through post implementation. The Senior Portfolio Analyst will be creating roadmaps to ensure the stakeholders up to speed across the portfolio.

Additional Responsibilities:

• Support administration, reporting, roadmap development and other activities as needed for the enterprise portfolio. Support process evolution, documentation, and communication.
• Support the enterprise methodology and reporting related to the prioritization and sequencing of enterprise-level projects as well as other cross-portfolio communications.
• Partner with stakeholders to manage project request intake to ensure strategic alignment and real business outcomes; Support and evolve Enterprise Benefits Realization process, templates, calendar and communication plan by leveraging an organized approach to collaborative and detailed planning, thorough documentation, alignment of stakeholders and executive ready deliverables.
• Prepare and analyze reports that represent overall Portfolio health, and monitor leading indicators that could negatively impact efficient execution
• Ensure adherence to and be a champion for appropriate governance processes

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Project Management

• Industries

  Insurance

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