Current jobs related to IT Portfolio Analyst - San Diego - ICW Group

  • Senior Portfolio Analyst

    2 months ago

    San Francisco, United States Strategic Staffing Solutions, LLC. Full time

    Senior Portfolio Analyst Hybrid, minimum 2-days a week in the office. Office locations include: downtown Boston, downtown San Francisco, or Walnut Creek, CA 6 months contract to hire- W2 ONLY - W2 Rate - $60-62/hr Join the Portfolio Accounting Team! Seeking Analysts with the following experience - 2 positions open Required 7+ years of experience in...

  • Financial Portfolio Analyst

    3 weeks ago

    San Diego, California, United States Chandler Asset Management Full time

    About UsChandler Asset Management is a distinguished, employee-owned financial services firm specializing in the management of taxable fixed income portfolios tailored to meet the specific needs of our institutional clients. With over $35 billion in assets under management, we are committed to the principles of value creation and risk management through...

  • Experienced Analyst, Portfolio Valuations

    4 months ago

    San Francisco, United States Lincoln International Full time

    Lincoln International is seeking Analysts to join our rapidly growing Valuations & Opinions Group (VOG). Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, are excited to g Valuation, Analyst, Portfolio, Experience, Research Analyst, International, Business Services

  • Finance & Portfolio Operations Analyst

    3 weeks ago

    san francisco, United States Activate Capital Full time

    About ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...

  • Finance & Portfolio Operations Analyst

    1 month ago

    San Francisco, United States Activate Capital Full time

    About ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...

  • Finance & Portfolio Operations Analyst

    3 weeks ago

    san francisco, United States Activate Capital Full time

    About ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...

  • Finance & Portfolio Operations Analyst

    1 month ago

    San Francisco, United States Activate Capital Full time

    About ActivateFounded in 2017, Activate Capital (“Activate”) is a growth-stage venture capital firm focused on climate and sustainability, based in San Francisco. Led by founders with more than 25 years of experience (with firms such as DFJ, TPG, Virgin Green Fund, and Element Partners), the Firm invests in companies addressing climate change and other...

  • Financial Operations and Portfolio Analyst

    4 weeks ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a dynamic venture capital firm dedicated to addressing climate change and sustainability challenges. Based in San Francisco, our firm is led by seasoned professionals with extensive experience in the investment sector. We focus on supporting innovative companies that are pivotal in the transition...

  • Financial Operations and Portfolio Analyst

    4 weeks ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a growth-stage venture capital firm dedicated to addressing climate change and promoting sustainability. Based in San Francisco, our team is led by experienced founders with over 25 years in the industry, having worked with notable firms such as DFJ, TPG, Virgin Green Fund, and Element Partners. We...

  • Financial Operations and Portfolio Analyst

    4 weeks ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalActivate Capital, established in 2017, is a dynamic venture capital firm based in San Francisco, dedicated to climate and sustainability initiatives. With a leadership team boasting over 25 years of experience from renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners, we focus on investing in companies that tackle...

  • Financial Operations and Portfolio Analyst

    4 weeks ago

    San Francisco, California, United States Activate Capital Full time

    About Activate CapitalFounded in 2017, Activate Capital is a growth-oriented venture capital firm dedicated to addressing climate change and promoting sustainability. Based in San Francisco, our firm is led by experienced founders with over 25 years in the industry, having worked with renowned firms such as DFJ, TPG, Virgin Green Fund, and Element Partners....

  • Lead Financial Portfolio Analyst

    1 month ago

    San Francisco, United States Penn Foster Inc Full time

    The Lead Financial Portfolio Analyst is a critical member of the Psychiatry Financial Services Team and plays a crucial role in the overall successful support and management of funding for the Faculty & Principal Investigators (PIs) within the Department of Psychiatry and the successful project manager and directional support for finance team members. The...

  • Business Performance Analyst

    2 weeks ago

    San Diego, California, United States BankTalent HQ Full time

    About the RoleAt BankTalent HQ, we're seeking a seasoned Business Performance Analyst to join our team in San Diego, CA. This role is a key part of our organization, providing management reporting and analysis of portfolio growth and sales activities for assigned business groups.Key ResponsibilitiesManagement Reporting and Analysis: Provide in-depth analysis...

  • Portfolio Manager Associate

    1 week ago

    San Diego, California, United States PIMCO Full time

    {"Job Title": "Portfolio Manager Associate", "Job Description": "At PIMCO, we are seeking a highly motivated and analytical professional to join our Portfolio Management team in the San Diego office. This role provides a unique opportunity to gain valuable exposure to the PIMCO Buy-Side investment process, specifically in the municipal asset class, and make...

  • Portfolio Strategist

    1 week ago

    San Francisco, California, United States Neuberger Berman Group LLC Full time

    ## Portfolio Analyst Role at Neuberger Berman Group LLC ### Job Summary We are seeking a skilled Portfolio Analyst to join our team at Neuberger Berman Group LLC. As a Portfolio Analyst, you will be responsible for building multi-asset model portfolios and optimizing asset allocations across global markets, including equities, fixed income, and private...

  • Portfolio Manager Associate

    7 days ago

    San Diego, California, United States PIMCO Full time

    Portfolio Management AssociatePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have...

  • Portfolio Manager Associate

    2 days ago

    San Diego, California, United States PIMCO Full time

    Job Title: Portfolio Manager AssociatePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers...

  • Portfolio Manager Associate

    2 weeks ago

    San Diego, California, United States PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Energy Portfolio Analyst

    2 days ago

    San Antonio, Texas, United States CPS Energy Full time

    Job SummaryWe are seeking a highly skilled Energy Portfolio Analyst to join our team at CPS Energy. As a key member of our Energy Supply & Market Operations department, you will play a critical role in supporting qualitative and quantitative analysis functions for our Energy Portfolio Analytics section.Key ResponsibilitiesConduct research and analysis to...

  • Portfolio Manager Associate

    1 week ago

    San Diego, California, United States PIMCO Full time

    Job Title: Portfolio Manager AssociatePIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers...

IT Portfolio Analyst

3 months ago

San Diego, United States ICW Group Full time

Are you looking for more than just a job? Do you want to have a voice and feel a sense of belonging? At ICW Group, we hire innovative people who consistently adapt, grow and deliver. We believe in hard work, a fun work environment, and embracing creativity that only comes about when talented people collaborate to develop solutions. Our mission is to create the best insurance experience possible.

Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for seven consecutive years as a Top 50 performing P&C company offering the stability of a large, profitable and growing company combined with a small-company entrepreneurial spirit. Our purpose-driven ethos provides team members with opportunities to contribute, develop, and belong.

The IT Portfolio Analyst is responsible for tracking, analyzing, and creating highly-effective artifacts and reports on IT projects, programs, and portfolios. Provides direct support for curating the portfolio, resource planning, project compliance, and reconciliation with financial systems. Will also manage the use and administration of the organization's project and portfolio management platform. The candidate will be working in the IT Planning & Delivery Office.

WHAT YOU WILL DO

May perform financial analysis as directed/needed.

  • Assists with development and maintenance of project budget estimates and actuals reporting, including improving processes to tracking actual spend against forecasted spend to ensure projects remain within financial parameters.
  • Prepares financial reports and dashboards for IT Leadership, supporting IT portfolio investment strategy, highlighting key financial metrics, variances from the budget, and risk areas.
  • Collaborates with project managers to align financial forecasts with project schedules and work plans, adjusting financial plans as necessary based on project progress.
  • Evaluates project portfolio-related invoice and expense process, ensuring accuracy and compliance with financial policies and contractual agreements.
  • Implements financial controls and compliance measures for project accounting, ensuring adherence to company policies, GAAP standards, and regulatory requirements.
  • Facilitates financial audit processes for projects, providing necessary documentation and explanations to auditors to support project expenditures and financial reporting.
  • Works closely with Finance team to reconcile IT project portfolio spend with actuals from financial systems.
Performs data analysis, creates reports and dashboards to measure performance and resource utilization across IT projects to maximize delivery.
  • Creates and collects portfolio information useful in strategy and planning and creates transparency of operational performance to drive continuous improvement. Identifies, evaluates, and escalates risks to the portfolio.
  • Provides comprehensive analysis of portfolio data and makes recommendations. Develops, evaluates and utilizes the most appropriate analytical and visualization methodologies to present project and portfolio data to drive decision making, scenario planning, process health indicators (PHI), and key performance indicators (KPI).
  • Tracks IT resource allocations to identify potential delivery roadblocks. Collates and documents accurate and relevant data to support budgeting and forecasting.
  • Creates reports and dashboards for IT projects analyzing data on budget, risk, timelines, etc. Identifies trends and provides insights into performance. Identifies gaps and makes recommendations to mitigate risk and ensure project deliverables.
Develops, measures, and monitors metrics for the IT Portfolio.
  • Defines thresholds and tolerances for scope, schedule and cost metrics and makes recommendations for preventative and/or remedial actions to take to avoid critical situations.
  • Conducts post-mortem and root-cause analysis when thresholds are met or are not met and revises metrics to improve their effectiveness.
  • Identifies opportunities to enhance IT Portfolio reporting and performance by analyzing key trends, visually representing, and interpreting data, ensuring data integrity for continuous improvement.
  • Performs quantitative and qualitative data analysis related to the delivery of IT initiatives, roadmap planning and overall portfolio performance.
  • Works closely with the IT Portfolio Manager, Project Managers, and Leadership to focus on leading portfolio review and analysis, governance, process improvement, forecasting trends, defining and maintaining key performance indicators, and providing analytical support.
Collaborates with program teams and all stakeholders across the portfolio on IT delivery initiative reviews.
  • Builds trusted and effective relationships working with project managers to ensure project delivery on-time, on-budget, with high quality, and identifying issues as needed.
  • Communicates IT delivery issues to program managers as they are discovered and makes recommendations to address obstacles.
  • Participates in periodic portfolio review meetings to address existing and potential issues. Delivers clear and accurate analysis to facilitate stakeholder discussions.
  • Partners with IT business leaders to provide in depth support to the IT PDO team in the reporting and analysis process.
Contributes to continuous improvement of IT delivery management processes.
  • Contributes ideas and develops tools for capturing data to measure delivery processes and business success metrics to ensure information and reports are consistent.
  • Contributes to the definition of IT processes, continually monitors and evaluates the quality of data, and institutes markers to ensure adherence to established processes.
  • Develops supporting tools, procedures, documentation, and training for compliance. Provides guidance to project managers in the adoption and compliance with project management standards.
WHAT YOU BRING TO THE ROLE

Bachelor's degree from four-year college or university required with a major or emphasis in Business, Accounting, Statistics, or related field.Additional experience may be considered in lieu of degree. Minimum 3-5 years of experience in project coordination, management, delivery accountability, or similar financial or business analyst role required. Experience in an information systems/technology environment preferred.

CERTIFICATES, LICENSES, REGISTRATIONS

Project Management Professional (PMP) certification preferred.

KNOWLEDGE AND SKILLS
  • Experience creating reports and dashboards. Skilled in Excel and proficient in Power BI or other reporting tools.
  • Advanced quantitative and analytical skills and ability to identify trends and insights.
  • Strong business acumen and presentation skills.
  • Strong knowledge of project management best practices, budget analysis, and forecasting. Knowledge of large-scale portfolios.
  • Excellent information management, collation and reporting skills, and proficiency with reporting tools such as Smartsheet, JIRA, or other similar PPM tools.
  • Excellent information analysis and presentation skills, with the ability to represent complex information in a simple and meaningful way.
  • Ability to balance multiple tasks simultaneously. Strong organization and planning skills; time management and attention to detail.
  • Ability to lead efficient meetings and deliver effective presentations.
  • Good problem-solving, organizational, and critical thinking skills. Ability to interact professionally with all organizational levels and escalate issues as needed.
  • Excellent verbal and written communication skills.
  • Proficiency with Microsoft Office applications including Word, Visio, Excel, and PowerPoint.
PHYSICAL REQUIREMENTS

Office environment - no specific or unusual physical or environmental demands and employees are regularly required to sit, walk, stand, talk, and hear.

WORK ENVIRONMENT

This position operates in an office environment and requires the frequent use of a computer, telephone, copier, and other standard office equipment.

COMPENSATION

The salary range listed for this position, $77,586.10 to $130,843.64, is exclusive of fringe benefits and potential bonuses.If hired at ICW Group, your final base salary compensation will be determined by factors such as skills, experience and/or education.In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer.We typically do not hire towards the maximum of the range in order to allow for future and continued salary growth.We also offer a substantial benefits package outlined below.

WHY JOIN ICW GROUP?
  • Challenging work and the ability to make a difference
  • You will have a voice and feel a sense of belonging
  • We offer a competitive benefits package, with generous medical, dental, and vision plans as well as 401K retirement plans and company match
  • Bonus potential for all positions
  • Paid Time Off with an accrual rate of 5.23 hours per pay period (equal to 17 days per year)
  • 10 paid holidays throughout the calendar year
  • Want to continue learning? We'll support you 100%


ICW Group is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. ICW Group will not discriminate against an applicant or employee on the basis of race, color, religion, national origin, ancestry, sex/gender, age, physical or mental disability, military or veteran status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other characteristic protected by applicable federal, state or local law.

#LI-TP1 #LI-HYBRID