Project Portfolio Analyst Job Description

Project Portfolio Analyst Job Description

185 votes for Project Portfolio Analyst
Project portfolio analyst provides periodic portfolio reviews / analysis to Regional Portfolio Managers by utilizing a basic knowledge of the project delivery process.

Project Portfolio Analyst Duties & Responsibilities

To write an effective project portfolio analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included project portfolio analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

PMO Administrator for various portfolio systems (EPPM, ePNG)
Develops ad hoc queries for management reporting
Works closely with and provides support to PMs on use of MIS, EPPM
Support communications by drafting articles/emails to the end user community of upcoming changes as needed
Lead and manage the command center and/or post-implementation support for new upgrades and enhancements to Clarity PPM and other tools supported to identify any issues or defects, work closely with Corporate IT through to resolution and communication to the end user community
Update and maintain the PPM SharePoint site for ease of finding important PPM documents for BAU maintenance and support, releases, upgrades and BAU enhancements, Clarity documentation, change management
Establish and maintain repeatable processes for BAU on-going enhancement releases (including documentation, prioritization, UAT, and coordination through to implementation) and recurring activities (i.e., quarter updates on requesting/performing organizations, Clarity upgrades, fiscal year planning enhancements)
Ensure consistent intake and visibility for new project and improvement requests, mapping for overall alignment of the Project Portfolio to Columbia’s strategic goals
Lead Business Analyst for Oracle Project Management Portfolio (Project Billing, Project Costing, Project Accounting and execution)
Knowledge in financial modules (Oracle Receivables/Purchasing/Payables/General Ledger / E Business Tax) is desirable

Project Portfolio Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Project Portfolio Analyst

List any licenses or certifications required by the position: PMP, PMI, CAPM, PMBOK, SSCP, CE, GSEC, II, IA, EVP

Education for Project Portfolio Analyst

Typically a job would require a certain level of education.

Employers hiring for the project portfolio analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Finance, Computer Science, Engineering, Accounting, Business/Administration, Economics, Education, Information Systems, MBA

Skills for Project Portfolio Analyst

Desired skills for project portfolio analyst include:

Microsoft applications
Portfolio management in a technology project delivery environment
Advanced excel
Agile methodologies
Assigned business line
BMW Group Project Portfolio tool
Basic financial concepts
Basic programming concepts

Desired experience for project portfolio analyst includes:

Proven ability to interact and provide guidance to senior management and project staff
Engage IT, Business and Vendor stakeholders to plan, elicit, analyze, document, and validate business process, system and non-system requirements of the Enterprise Project Portfolio Management tool suite
Works on operational items to increase efficiencies and effectiveness to meet the goals of the organization
Independently or leading a BA team
Perform stakeholder analysis
Perform analysis on all available material, industry best practices to elicit requirements

Project Portfolio Analyst Examples


Project Portfolio Analyst Job Description

Job Description Example
Our company is hiring for a project portfolio analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for project portfolio analyst
  • Should possess reasonable knowledge in revenue recognition and its relevant accounting in Oracle
  • Implementing and educating Oracle Project Management implementations best practices across the company, and be able to be allocated to a specific project
  • Lead small project initiatives to assure goals and objectives are accomplished within prescribed timeframe
  • Assist user community in developing their applications
  • Provide end user support and participate in development and implementation of all future enhancements and/or projects
  • Work with DBA team to provide application support and trouble-shoot any issues related to Oracle e-Business Suite
  • Provide technical support and guidance to other staff in the department in the areas of programming techniques, structural methods, testing procedures, business processes, and document preparation
  • Develop and deploy standard process capabilities and best practices for PPM across Consumer Supply Chain, including but not limited to – resource management, risk management, portfolio prioritization, project and program interdependencies management, portfolio optimization
  • Conduct requirements gathering / process deep-dive sessions with key user groups and streamline end to end process flows roles & responsibilities for various process participants, stakeholders and end-users
  • Collaborate with Enterprise Strategy & Deployment Information Technology groups in maintaining, streamlining and upgrading various information systems utilized by PPM community
Qualifications for project portfolio analyst
  • Plan, conduct and follow-up on facilitated requirements workshops
  • Analyze and document requirements using various tools and techniques such as Problem/Opportunity Analysis, Business Context Diagram, Use Cases
  • Analyze and document detailed business process and non-system requirements
  • Identify risks, develop/recommend mitigation strategies where applicable
  • Planning own work to achieve deliverables and self-monitor
  • Requirements elicitation techniques – document analysis

Project Portfolio Analyst Job Description

Job Description Example
Our innovative and growing company is hiring for a project portfolio analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for project portfolio analyst
  • Analysis of incoming demand, related priorities and business case justification to make informed decisions on the the Digital Book of Work
  • Creation, preparation and distribution of Release-based Reporting Packets on Digital Demand
  • Reporting and analysis of cross Line of Business roadmaps and project portfolios against project intake requests evaluating remaining budget and capacity constraints
  • Assistance on Scrum Intake Processes for Capacity Planning across Digital technology teams
  • Assist in process improvements, automation and re-engineering to create further efficiencies in the demand management process
  • Prepare and distribute weekly project actual/forecast reports
  • Support development and implementation of core portfolio management processes
  • Manage risk and maintain reporting and governance model for monitoring program health
  • Engage with IT executive leadership teams to provide overall health and risk assessment for critical initiatives impacting each division
  • Act as an ambassador and advocate for high profile global technology initiatives and promote awareness of the global technology portfolio
Qualifications for project portfolio analyst
  • Requirements analysis and documentation – Business Process Mapping and Business Context Diagraming technique(s), Root Cause Analysis, Fishbone Diagram, SWOT, Functional Decomposition, Scoping, COTS Feasibility Assessment, requirements traciblity, requirements risk assessment, Use Case Modeling
  • Bachelor’s Degree with preferred with emphasis in business or information systems
  • Minimum 5 years' experience in data analytics and report generation within an organization of similar size
  • Expert skills and demonstrated proficiency in MS Excel, MS Access, Visio, PowerPoint, Tableau and other data and information Business Intelligence tools
  • Knows the TDBG principles of project management life cycle methodologies
  • Proficiency using the project management tool Clarity

Project Portfolio Analyst Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of project portfolio analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for project portfolio analyst
  • Resource capacity needs and changes in overall enterprise portfolio within the programs and projects as needed or required
  • Maintain portfolio resource reporting and metrics to create predictable project delivery and mitigate risk or gaps in delivery schedule
  • Collaborate with the PPM management team to identify and develop project management best practices, standards and methodologies
  • Research and identify opportunities to continually improve LCL’s project management methods and techniques
  • Work with the PPM management team in the development and implementation of the strategic direction of the PPM CoE
  • Provide ongoing assessment of strategy, targets, processes and policies in support of the PPM CoE’s objectives
  • Develop new processes and perform process improvement activities, including project management of departmental initiatives
  • Manage and maintain the PPM portal, ensuring content is consistently up-to-date and fit-for-use
  • Train project managers and project team members on project methodologies
  • Participate in special projects as required by departmental need
Qualifications for project portfolio analyst
  • Manages client/ stakeholder relationships as they pertain to the assigned program or portfolio
  • Strong knowledge of financial and accounting principles
  • 10+ years of Oracle applications business analyst with significant experience in Oracle Projects modules
  • Demonstrated ability to analyze and interpret complex business processes and systems
  • Should have strong domain knowledge in Financials and should be able to articulate the requirements with financial controllers
  • Deep design and development expertise in Oracle e-Business Suite with successful track record implementing highly saleable worldwide systems in a dynamic global environment

Project Portfolio Analyst Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of project portfolio analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for project portfolio analyst
  • Demonstrated creativity and resourcefulness in solving complex problems
  • Excellent interpersonal skills, and the ability to establish and maintain effective work relationships within the team and business
  • In-depth understanding of a System Development Life Cycle (SDLC) and project management processes and methodologies, including Waterfall, Iterative, and Agile
  • Commitment to continuous development, with a desire to stay abreast in the area of project management best practices and tools so as to maintain a high degree of expertise in project management
  • Hands-on knowledge of project management tools, such as MS Project and CA PPM (Clarity) and Agile Central (Rally) is preferred
  • Capable of working in a fast-paced environment with tight deadlines and parallel activities
  • Prepare detailed, well-organized periodic reviews of the analyst’s portfolio of borrowers
  • Analyze and, if appropriate, seek credit approval for amendment and consent requests sought by borrowers
  • Collaborates in project and enhancement initiation efforts by assisting in the definition of project scope and leading the identification/selection of targeted solution(s)
  • Utilizes LEAN techniques to develop business process designs and guide operations improvements via process reengineering efforts and associated system designs
Qualifications for project portfolio analyst
  • Participate as a member of a team-based environment
  • Ability to work closely with users, cross-functional teams and external vendors
  • Knowledge and experience in project management and program management processes and tools is required
  • Experience with Data Visualization tools like Tableau is preferred.Customer Service
  • Job requires hours that will sometimes exceed 8 hours per day and/or 40 hours per week during times of peak activity
  • Evening meetings and/or weekend work may occasionally be required to collaborate with people in other time zones

Project Portfolio Analyst Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of project portfolio analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for project portfolio analyst
  • Monitor, analyze, and report to Credit and Management of any changes to credit structure
  • Coordinate loan administrative matters with the back office
  • Perform agent duties that require active communication with the Sponsor, Participants, Lawyers and Consultants
  • Support Origination as required
  • Coordinate and manage project status and data gathering
  • Support and coordinate vetting of project and financial data
  • Compile, interpret and summarize project level information into insightful portfolio level dashboard reporting
  • Create presentation packages for executive review
  • Support Resource Managers to refine and maintain accurate workload allocations
  • Respond to ad-hoc data and reporting requests related to project and portfolio information
Qualifications for project portfolio analyst
  • Extensive experience with all aspects of Oracle Applications 12 and Oracle Fusion experience is added advantage
  • Support Group Insurance Operating Council preparation with Business & Functional partners, performing quality assurance of materials, ensuring documentation completeness, creation and distribution of meeting agendas, facilitation of the regular meetings documentation of minutes, follow-up on action items and future meeting topics, ensuring all presenters are prepared adequately and onboarding of any new members
  • Assist in maintaining the portfolio change control log, health summary, scorecard, Portfolio of Record (POR) and associated reports from these contribute to updating the GI PMO Reporting tool
  • Experience creating and analyzing project portfolio level reporting
  • Knowledge of different project execution approaches, like Waterfall, Iterative, or Agile is an asset
  • Extensive organization, oral and written communication, presentation, and facilitation skills - able to interact credibly with executive management, business stakeholders, project managers and other business and IT staff

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