Senior Portfolio Analyst

Generac; Waukesha (WI); On-site; USD 66,000 - 140,000; Full time

Job summary

Generac, a leading energy technology company, seeks a Senior Portfolio Analyst to optimize strategic initiatives and align portfolios with business goals. This on-site position involves collaboration with cross-functional teams, data analysis, and governance processes, aiming to enhance overall portfolio performance and drive impactful decision-making.

Benefits

Health benefits

Retirement plan

Professional development opportunities

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Experience in portfolio, program, or project analysis.
• Strong analytical and problem-solving skills.

Responsibilities

• Partner with stakeholders to assess business priorities and deliver measurable value.
• Monitor portfolio performance, including financials and risks.
• Lead continuous improvement efforts in portfolio management processes.

Skills

Analytical skills

Problem-solving

Communication

Presentation

Education

Bachelor’s Degree in Business, Finance, or related field

Tools

Power BI

Smartsheet

Jira

Confluence

Job description

Join to apply for the Senior Portfolio Analyst role at Generac

4 days ago Be among the first 25 applicants

Join to apply for the Senior Portfolio Analyst role at Generac

Get AI-powered advice on this job and more exclusive features.

We are Generac, a leading energy technology company committed to powering a smarter world.

Over the 60 plus years of Generac’s history, we’ve been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries.

The Senior Portfolio Analyst is responsible for analyzing, managing, and optimizing the portfolio of strategic initiatives and programs across the organization. This role ensures alignment with business objectives, supports decision-making through data-driven insights, and enhances portfolio performance through continuous improvement. The Senior Portfolio Analyst collaborates with business leaders, project managers, and cross-functional teams to ensure initiatives deliver expected value and strategic outcomes.

• This is not a remote role, the ideal candidate will need to be located in Wisconsin, due to this position being on-site and reporting into our Waukesha Headquarters*
  
  
  

Major Responsibilities

• Partner with stakeholders to define and assess business priorities, ensuring portfolio initiatives align with strategic goals and deliver measurable value.
• Support the intake, evaluation, and prioritization of new initiatives, including business case development and resource impact analysis.
• Monitor and report on portfolio performance, including financials, risks, dependencies, and benefits realization.
• Facilitate portfolio governance processes and prepare materials for executive reviews and steering committees.
• Analyze data to identify trends, risks, and opportunities across the portfolio and recommend corrective actions.
• Maintain portfolio dashboards and tools to ensure accurate and timely reporting.
• Lead continuous improvement efforts in portfolio management processes, tools, and reporting.
• Coordinate with project managers to ensure consistent status reporting and alignment with portfolio standards.
• Support change management and communication efforts related to portfolio initiatives.
  
  
  

Minimum Job Requirements

Education

• Bachelor’s Degree in Business, Finance, Information Systems, or related field, or equivalent work experience.
  
  
  

Work Experience

• Experience in portfolio, program, or project analysis within a strategic or enterprise PMO environment.
• Proven ability to collaborate with business stakeholders and leadership to drive alignment and transparency.
• Experience with portfolio management tools and techniques, including financial tracking and benefit realization.
• Experience coordinating governance processes and executive reporting.
  
  
  

Knowledge / Skills / Abilities

• Strong analytical and problem-solving skills with the ability to synthesize complex data into actionable insights.
• Excellent communication and presentation skills, with the ability to influence and engage stakeholders at all levels.
• Proficiency in portfolio management tools (e.g., Power BI, Smartsheet, Jira, Miro, Smartsheet, Confluence, or similar).
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Understanding of agile and waterfall project methodologies.
  
  
  

Preferred Job Requirements

Certification / License

• Portfolio Management Professional (PfMP), Project Management Professional (PMP), or similar certifications.
  
  
  

Work Experience

• Experience supporting digital transformation or large-scale change initiatives.
• Experience developing training materials and delivering stakeholder education sessions.
  
  
  

Knowledge / Skills / Abilities

• Knowledge of strategic planning and investment prioritization frameworks.
• Familiarity with customer data platforms (CDPs) and integration tools like MuleSoft.
• Ability to interpret journey maps and customer experience data to inform portfolio decisions.
  
  
  

Physical Demands: While performing the duties of this job, the employee is regularly required to talk and hear; and use hands to manipulate objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 - 50 pounds. Specific conditions of this job are typical of frequent and continuous computer-based work requiring periods of sitting, close vision and ability to adjust focus. Occasional travel.

“We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristic protected by law.”

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Electric Power Generation

Referrals increase your chances of interviewing at Generac by 2x

Get notified about new Senior Portfolio Analyst jobs in Waukesha, WI.

Milwaukee, WI $102,890.67-$139,637.34 1 month ago

Milwaukee, WI $66,898.00-$132,708.94 2 hours ago

Milwaukee, WI $94,400.00-$119,950.00 2 weeks ago

Milwaukee, WI $70,000.00-$100,000.00 5 hours ago

Investment Analyst - Private Debt & Equity

Investment Analyst Intern - Private Debt & Equity, Summer 2026

Investment Analyst, application via RippleMatch

Investment Analyst Intern, application via RippleMatch

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.