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Portfolio Analyst
Job Location:
Job Location:
Brentwood, TN - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
29 September 2026 (2 days ago)
Posted:
Application Deadline:
27 December 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Details:
We are seeking aPortfolio Analyst to support the continued advancement and optimization of a portfolio management program. This role will be responsible for managing a comprehensive suite of KPIs developing and maintaining budgets analyzing portfolio performance and helping establish the processes reporting and foundational framework needed to mature the current program.
The ideal candidate is highly analytical proficient inPower BI and comfortable working with large data sets to develop meaningful insights and executive-level reporting. This individual will partner with cross-functional stakeholders to improve visibility into portfolio performance identify trends and opportunities and drive continuous improvement.
- Manage and maintain a comprehensiveportfolio KPI framework ensuring metrics are accurate relevant and aligned with business objectives.
- Advance and strengthen the currentportfolio management program and foundational processes identifying opportunities for standardization automation and continuous improvement.
- Develop manage and monitorportfolio budgets forecasts and financial performance.
- Analyze portfolio performance identifying trends risks variances and opportunities for improvement.
- Develop and maintainPower BI dashboards scorecards and reports to provide real-time visibility into portfolio health and performance.
- Translate complex data into clear actionable insights for leadership and key stakeholders.
- Establish reporting standards and ensure consistent KPI definitions data quality and reporting methodologies across the portfolio.
- Partner with project managers finance engineering operations and other stakeholders to collect and validate portfolio data.
- Monitor actuals versus budget and forecast investigate variances and communicate financial impacts.
- Support portfolio planning prioritization resource allocation and strategic decision-making.
- Develop recurring management reports and executive-level presentations.
- Identify gaps in current processes and recommend improvements to increase efficiency data visibility and decision-making capabilities.
- Support the development of standardized tools templates processes and governance practices for the portfolio.
- Maintain documentation related to KPIs budgets reporting processes and portfolio performance.
- Perform ad hoc financial operational and portfolio analysis as needed.
Required Qualifications
- Bachelors degree inBusiness Finance Engineering Analytics Project Management or a related field.
- 3 years of experience inportfolio analysis project controls business analysis financial analysis or program/project management.
- Strong experience managing and analyzingKPIs and performance metrics.
- Proficiency inMicrosoft Power BI including dashboard development data visualization and reporting.
- Experience developing and managingbudgets forecasts and financial reporting.
- Strong analytical and problem-solving skills with the ability to interpret complex data.
- Advanced proficiency inMicrosoft Excel.
- Strong communication and presentation skills.
- Ability to work effectively with cross-functional teams and senior stakeholders.
- Strong attention to detail and ability to manage multiple priorities
Required Experience:
IC
About Company
PTS Advance is the largest specialist provider of technical talent to the United States’ Oil, Gas & Chemicals, Power & Renewables, Life Sciences, Construction & Infrastructure, and Manufacturing industries.
