Senior Portfolio Analyst

Blue Cross and Blue Shield of North Carolina; Iowa (LA); Hybrid; USD 98,000 - 157,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k match with company contribution

Tuition reimbursement

Job summary

Blue Cross NC is seeking a Senior Portfolio Analyst to actively analyze, manage, and provide tactical and strategic expertise across complex portfolios. You will ensure data integrity, deliver reporting, monitor portfolio health, and deliver decision-ready insights for prioritization and investment decisions.

You will monitor performance, analyze financials, and support leadership with governance updates while driving continuous improvement and tool optimization for enterprise efficiency.

Qualifications

• Bachelor’s degree or higher required; 5+ years in a related field, or 7+ years without a degree.
• Experience leading portfolio monitoring, reporting, and governance activities.
• Strong analytical and communication skills for executive-level updates.

Responsibilities

• Monitor and analyze portfolio performance metrics and identify trends, risks, and opportunities.
• Translate data into observations for leadership action and support decision-making.
• Support portfolio reviews, governance forums, and executive status reports.
• Lead continuous improvement and training on portfolio tools and methodologies.

Skills

Budget Analysis

Capacity Planning

Cost Analysis

Finance Strategy

Portfolio Management

Portfolio Planning

Project Portfolio Management

Resource Planning

Workflow Management

Education

Bachelor's degree or advanced degree

Tools

Portfolio planning tool

Job description

Job Description

As a Senior Portfolio Analyst, you will actively analyze, manage, and provide tactical and strategic expertise to portfolios of strategic and more complex initiatives and projects. Enable effective enterprise portfolio management by ensuring data integrity and delivering accurate reporting, portfolio health monitoring, and decision-ready insights across intake, pipeline, and project delivery, strengthening delivery readiness, identifying emerging risks and trends, and reducing downstream rework. Provide portfolio recommendations by synthesizing capacity, demand, readiness, financial, dependency, and performance data to support prioritization, governance, and investment decisions. Lead the development and continuous improvement of processes, standards, policies, and templates while serving as a thought leader for the portfolio management function.

What You'll Do

Portfolio Monitoring & Analysis

• Monitor and analyze portfolio performance metrics and key indicators, identifying trends, risks, and opportunities that may require leadership attention or corrective action.
• Translate portfolio data into clear observations and implications, highlighting where attention or action may be needed.
• Analyze project financials and identify emerging budget, funding, and delivery risks to support proactive portfolio decision-making.
• Monitor projects to ensure realized business value and to proactively identify and manage portfolio-level risks, issues, and dependencies.

Reporting & Leadership Support

• Support preparation for portfolio reviews, governance forums, and leadership updates.
• Prepare executive-level status reports and presentations regarding portfolio health and/or status.
• Communicate problems, issues, risks, solutions, etc. both via written and oral methods to stakeholders and applicable leadership

Portfolio Operations & Continuous Improvement

• Provide backup support for Portfolio Leaders during absences, transitions, or peak demand. Assess customer/client satisfaction through direct feedback/evaluation.
• Lead continuous improvement initiatives with a focus on solutions to improve enterprise efficiencies
• Serve as a subject matter expert for project and portfolio tools and methodologies; also responsible for maximizing use of the portfolio planning tool for planning processes.
• Train and coach others.
  

What You Bring

• Bachelor's degree or advanced degree (where required)
• 5+ years of experience in related field.
• In lieu of degree, 7+ years of experience in related field.

What You'll Get

• The opportunity to work at the cutting edge of health care delivery with a team that's deeply invested in the community
• Work-life balance, flexibility, and the autonomy to do great work
• Medical, dental, and vision coverage along with numerous health and wellness programs
• Parental leave and support plus adoption and surrogacy assistance
• Career development programs and tuition reimbursement for continued education
• 401k match including an annual company contribution
• Learn more

Where You'll Work

Our Hybrid-Flex approach is built on presence with a purpose - giving you flexibility to work remotely with intentional in-person connection - that supports a workplace that is flexible, connected, and future focused.

In a Hybrid-Flex role, you'll work in the office at least two days a week for collaboration and connection. In a Remote-Flex role, you'll work virtually, with a few in-office visits each year for meaningful moments that matter.

Whether your role is Hybrid-Flex or Remote-Flex depends on the nature of the work and distance from our Durham headquarters. We welcome candidates from outside the local area and in any states listed on this job posting. Onsite expectations will be discussed during the interview process.

Salary Range

At Blue Cross NC, we take great pride in a fair and equitable compensation package that reflects market-price and our starting salaries are typically planned near the middle of the range listed. Compensation decisions are driven by factors including experience and training, specialized skill sets, licensure and certifications and other business and organizational needs. Our base salary is part of a robust Total Rewards package that includes an Annual Incentive Bonus*, 401(k) with employer match, Paid Time Off (PTO), and competitive health benefits and wellness programs.

$98,092.00 - $156,947.00

*Based on annual corporate goal achievement and individual performance.

Skills

Budget Analysis, Capacity Planning, Cost Analysis, Finance Strategy, Portfolio Management, Portfolio Management Strategies, Portfolio Planning, Project Portfolio Management (PPM), Resource Planning, Workflow Management