Portfolio Analyst

3 weeks ago

White Plains, United States Madison Approach Full time
Job DescriptionJob Description
Project OverviewThis is a 2-year project/assignment working on-site in White Plains, NY paying $35-42/hr
This role will support project & program controls including building the annual/future portfolios of work, actively monitoring the performance of the current year's portfolio of projects and providing financial analysis and data to various areas of the organization to assist in decision-making.
Job Functions & Responsibilities
Actively monitor the performance of the current year’s portfolio of projects: o Help the organization understand which jobs are most critical to organization’s success, ensure the right work is completed, and stay on budget. o Analyze current performance and needs of all projects to look for resourceful ways to balance the portfolio when projects shift off course. Think through – and make recommendations – regarding which jobs may be deferred, what resources are impacted, which jobs are at risk, or if other jobs are impacted from a scheduling perspective, etc. o Perform preliminary review of budget submissions and documentation, noting any substantive changes.
Provide financial analysis and data to various areas of the organization to assist in decision-making: o Provide accurate and timely information regarding project performance, spending forecasts, portfolio spending trends, etc. o Prepare and distribute, as needed, ad hoc reports related to project or portfolio data. o Provide support and furnish financial and project information to Senior/Lead Portfolio Analysts as required. o Prepare spreadsheets, documents, visual support aids, templates, etc. as required.
Assist in reviewing that projects progress from initiation to closeout in a controlled manner. o Assist project teams in navigating the project governance process and add consistent project methodologies to enhance communications along the way. o Work closely with the Controls Lead to support capturing all future capex/opex needs. o Work with the Controls Lead in supporting the evaluation of the overall benefit to the organization. o Identify potential recommendations for efficiency gains across the project governance database.Skills• Strong analytical skills required. • Ability to solve problems, work in a team setting on implementations, and meet project deadlines. • Proven ability to organize data, report on studies in a logical and effective manner. • Proficiency with Microsoft Excel, Word, PowerPoint and other computer applications and file organization procedures is required. • Demonstrated ability to use Pivot Tables, Tables and Database formulas within MS Excel at an intermediate level. • Working knowledge of MS Access and SAP Products is preferred. • Effective communication and interpersonal skills. • Ability to work closely with others in achievement of group and cross-departmental goals. • Ability to organize and prioritize job assignments and complete tasks in a timely manner, at times, with limited supervision. • Proactive attitude toward learning and implementing change.Education & CertificationsMinimum 4 year Bachelor’s Degree in Business or Engineering (comparable equivalent). • Minimum 4 years of work experience in related field. Experience working within a Project Management Office (PMO) environment is preferred.

  • Settlements Analyst

    Found in: Talent US C2 - 3 weeks ago

    White Plains, United States SMBC Group Full time

    The anticipated salary range for this role is between $41.00 and $66.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual...

  • Senior Credit Analyst

    7 days ago

    White Plains, United States LanceSoft Full time

    Job Details: Job Title: Senior Credit Analyst Location: White Plains, NY Direct Hire | Permanent Position Summary: The Senior Credit Analyst functions as the technical support for the Market & Commodity Risk department within the Risk Management Business Unit. The Senior Credit Analyst assesses both qualitative and quantitative factors that determines...

  • Sr. Credit Analyst

    4 days ago

    White Plains, United States LanceSoft Full time

    Job Details: Job Title: Sr. Credit Analyst Location: White Plains, NY Duration: Permanent / Direct HireSummary The Senior Credit Analyst functions as the technical support for the Market & Commodity Risk department within the Risk Management Business Unit. The Senior Credit Analyst assesses both qualitative and quantitative factors that determines potential...

  • Family Office Senior Analyst

    4 days ago

    White Plains, United States Lyonross Capital Management Full time

    White Plains, NY based firm (7 person firm). Primarily in-office work expectations. Limited travel.  7-10 years relevant target experience desired. (experience analyzing credits, fund due diligence, asset allocation / macro research all very relevant) Hire will report directly to COO/Head of Research and work closely with CIO/senior analyst/operations. ...

  • Trade Finance Analyst, Commodities

    3 weeks ago

    White Plains, United States MCC NON FERROUS TRADING LLC Full time

    Job DescriptionJob DescriptionSummary:MCC Non-Ferrous Trading LLC is a metal and minerals trading company active in North America, Latin America, Europe, Africa, the Middle East, and Asia. MCC specializes in the commercial recycling of most residues and byproducts resulting from the mining, metallurgical and processing industries. Outstanding work...

  • Trade Finance Analyst, Commodities

    1 day ago

    White Plains, United States MCC NON FERROUS TRADING LLC Full time

    Job DescriptionJob DescriptionSummary:MCC Non-Ferrous Trading LLC is a metal and minerals trading company active in North America, Latin America, Europe, Africa, the Middle East, and Asia. MCC specializes in the commercial recycling of most residues and byproducts resulting from the mining, metallurgical and processing industries. Outstanding work...

  • Settlements Analyst

    12 hours ago

    White Plains, United States Sumitomo Mitsui Banking Corporation Full time

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...

  • Financial Intelligence Unit Analyst

    3 days ago

    White Plains, United States Sumitomo Mitsui Banking Corporation Full time

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group,...

  • LeanIX Business Analyst

    1 week ago

    White Plains, United States LanceSoft Full time

    Job Details:Job Title: LeanIX Business AnalystLocation: White Plains, NYDuration: 12 + Months Project OverviewLeanIX is a repository that contains enterprise business and technology capability information. It also contains clients inventory of infrastructure, platform, application and cyber technologies. All of this information is cross linked. Some of the...