Portfolio Analyst

Job Summary

A company is looking for a Portfolio Analyst to support a banking client in a remote capacity.

Key Responsibilities

• Manage capacity and demand planning for portfolio management
• Utilize Clarity Modern and/or Planview for data analysis and reporting
• Implement process improvements in a developing portfolio management environment

Required Qualifications

• Experience in portfolio management or analysis
• Background in capacity management and demand planning
• Proficiency in Excel and data analysis
• Experience working in large, regulated environments, preferably in financial services
• Ability to collaborate with senior leaders and vendors