Project Portfolio Analyst Job Description
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:
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:
Desired experience for project portfolio analyst includes:
Project Portfolio Analyst Examples
Project Portfolio Analyst Job Description
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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