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Portfolio Analyst
1 month ago
WHO ARE WE LOOKING FOR?
We are seeking an experienced Lean Portfolio Analyst with strong skills in business analysis, stakeholder engagement, and lean portfolio management to support our client in Financial Services. The ideal candidate will have exposure to Azure DevOps (ADO) and extensive experience with the Microsoft Office suite.
WHAT YOU’LL DO:
In this role, you will be responsible for creating lean business cases, managing the project intakes from the business, and conducting discovery analysis. You will engage with our client’s stakeholders to gather requirements and provide insights that support strategic decision-making. Your work will be integral in ensuring that the organization’s portfolio is effectively managed from the point of idea generation through to prioritization and resource allocation, setting the stage for successful project execution and delivery.
QUALIFICATIONS:
- Proven experience in business analysis
- Strong stakeholder engagement skills
- Proficiency in lean portfolio management
- Significant use of Microsoft Office suite
NICE TO HAVE QUALIFICATIONS:
- Exposure to Azure DevOps (ADO)
- Experience in Financial Services or real estate/mortgage sectors
RESPONSIBILITIES:
- Collects and manages project intake requests from the business
- Performs preliminary assessments to ensure proposals meet basic criteria and align with strategic goals
- Create lean business cases to support investment decisions and provide strategic insights on the opportunities
- Engage with stakeholders to gather requirements
- Conduct discovery analysis to evaluates proposals based on factors like strategic alignment, investment segmentation, potential ROI, resource requirements, and risk
- Manage and prioritize the portfolio efficiently to ensure projects align with the business's objectives and overall business strategy
- Utilize Microsoft Office suite and ADO to perform analyses and document findings
- Provide recommendations based on discovery analysis and stakeholder input
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