Portfolio Analyst
Trispoke Managed Services Pvt Ltd
Job Title: Portfolio Analyst
Location: White Plains, NY (Hybrid/Onsite)
Job Type: 12-Month Contract
Start Date: Immediate
Job Summary
We are seeking a detail-oriented Portfolio Analyst to support enterprise portfolio management initiatives. This role will assist in monitoring project and program performance, ensuring governance compliance, preparing portfolio analytics, and supporting strategic investment decisions. The ideal candidate will have experience in project, program, or portfolio management along with strong analytical, reporting, and communication skills.
Key Responsibilities
Support the management and governance of enterprise projects and programs throughout their lifecycle.
Assist in reviewing project progress from initiation through closeout while ensuring alignment with organizational strategy, financial objectives, and business goals.
Partner with project and program teams in the development and evaluation of business cases.
Ensure compliance with portfolio governance frameworks, policies, standards, and best practices.
Guide project teams through governance processes and promote standardized methodologies.
Prepare portfolio-level reports and analysis covering financial performance, resource utilization, risks, benefits realization, change management, and project health.
Monitor planned versus actual project performance and identify schedule or budget variances.
Participate in reviews of projects or programs that are misaligned with strategic or financial objectives and provide recommendations.
Develop monthly and ad hoc dashboards, reports, trend analysis, and executive presentations.
Track key milestones, risks, issues, schedule changes, and project performance metrics.
Support continuous improvement initiatives to enhance portfolio reporting, governance, and operational efficiency.
Collaborate with business leaders, project managers, engineers, and cross-functional stakeholders.
Required Qualifications
Bachelor's degree in Business Administration, Finance, Engineering, or a related field.
Experience supporting Project Management Office (PMO), Portfolio Management, Program Management, or Business Operations.
Strong understanding of project, program, and portfolio management principles.
Experience preparing executive reports, dashboards, and performance metrics.
Advanced proficiency with Microsoft Excel, Word, PowerPoint, Outlook, and Power BI.
Experience working with SharePoint is highly preferred.
Strong analytical, organizational, and problem-solving skills.
Excellent verbal and written communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Self-motivated with strong attention to detail and a continuous improvement mindset.
Preferred Qualifications
Master's degree in Business Administration, Finance, Engineering, or a related discipline.
Experience working within Enterprise PMO (EPMO) environments.
Knowledge of Change Management methodologies.
Experience with portfolio reporting, financial analysis, and strategic planning.
Familiarity with project governance, resource planning, and business process improvement.
- ...and Business consulting services. We are in search of a highly motivated candidate to join our talented Team. Job Title: Portfolio Analyst. Location: White Plains, NY. Project Overview:The Project & Program Controls Analyst supports the planning, execution, and...SuggestedWork experience placementImmediate startRemote workShift work
- ...Contingent Worker Information Position Title Portfolio Analyst NYPA Business Unit Business Services Experience Level 2 (5-10 years) Work Location White Plains Office Anticipated Start Date Immediate Duration of Assignment 12 month(s) Project/Assignment...SuggestedWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- ...workstations Candidates will use their own equipment's when working remotely during the week. Project Overview The Enterprise Portfolio Management Office has developed a gated decision-making framework for all projects and programs across COMPANY. This process...SuggestedWork at officeRemote workMonday to FridayFlexible hours
- ...Portfolio Analyst Our client, a leading organization in the energy and infrastructure sector, is seeking a Portfolio Analyst to join their team. As a Portfolio Analyst, you will be part of the Business Services department supporting project and program management initiatives...SuggestedWork at officeMonday to FridayShift work
$70k - $140k
...in the management, analysis, and client servicing of equity options and derivatives strategies. Responsibilities include preparing portfolio and market analysis, supporting client communications, and assisting with the development of strategy-related materials and...SuggestedTemporary workWork experience placementWork at officeLocal area$110k - $185k
...investments spaces. The GIMA team engages with a broad array of investment managers to identify high quality strategies for portfolios. The investment analyst will provide support to the team’s investment officer, focused on fixed income investment strategies available...Full timeTemporary work$140k - $160k
...leader in alternative strategies and an innovator in traditional portfolio management since 1998. About The Team The Portfolio... ...markets to portfolio management decisions. Portfolio Implementation Analysts manage portfolios across a broad range of investment mandates...- ...The Role We are seeking an Alternatives-focused Portfolio Analyst to join our Stamford, CT office. The Portfolio Analyst works across a range of clients, including Endowments & Foundations, Pension Plans, Family Office and Financial Intermediaries. They will be responsible...Work at office3 days per week
- ...Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking Investment Analysts to support our Debt + Equity Production teams in our White Plains, NY ( Westchester ) office. This individual will join an active,...Start working todayWork at officeImmediate start
- Northmarq is seeking an Investment Analyst in White Plains, NY to support the Debt + Equity Production teams. You will perform financial analysis, underwriting, and prepare loan requests and investment reports. The role includes due diligence, closing support, and ongoing...
- The New York Power Authority seeks a Senior Associate, M&A and Structuring to join its Renewables team and advance New York's energy transition through strategic financing and project development. You will build complex financial models, review project finance documents...
- ...Business consulting services. We are in search of a highly motivated candidate to join our talented Team. Job Title: Financial Controls Analyst Location(s): White Plains, NY Project OverviewThis role provides support areas of cost accounting, financial analysis and...Contract workFor contractorsWork at office
- Job DescriptionMust Have:Accounting experienceData Entry Skills Intermediate Excel experience Analytical Skills Strong Communication business experience Degree in Accounting Additional Job Description:This role is responsible for providing control and compliance monitoring...Contract work
- ...and Business consulting services. We are in search of a highly motivated candidate to join our talented Team. Job Title: Financial Analyst Location(s): White Plains, NY Project OverviewWe are seeking a skilled Financial Analyst to join our Treasury team. The ideal...
$88.2k - $113.5k
OverviewThis role is responsible for providing comprehensive financial and operational support across accounts payable, reporting, reconciliations, expense analysis, and administrative processes. The position serves as a key finance point of contact for functional stakeholders...Contract work$110k
...experience. Our team is expanding, and there has never been a more exciting time to be a part of it.THE POSITION: The Senior Financial Analyst plays a critical role in driving financial insight, and operational excellence across the organization. This position partners...Temporary workLocal area- Company DescriptionInternational, leading Pharmaceutical CompanyJob Description• Key point of contact in the creation and management of IT budgets, quarterly forecasts and actuals, and upcoming year estimates for company-wide IT spending.• Works with IT senior management...Contract work
- About the RoleWe are seeking a detail‑oriented Financial Analyst to join our team on a contract basis. The ideal candidate will bring strong analytical skills, business acumen, and the ability to quickly step in and support critical financial initiatives in a fast‑paced...Contract work
- ...Lykos Global Management LP seeks Investment Analyst in Stamford, CT to perform financial analysis and build valuation models to support... ...& Acquisition, capital raise, and buyout processes monitoring portfolio and market performance by building and maintaining quarterly/annual...
- ...Support the origination, evaluation, and acquisition of distributed generation solar projects and portfolios. Build financial models, perform investment analysis, and conduct technical and financial due diligence. Assist with negotiating transaction documents, including...
- ...Lykos Global Management LP in Stamford, CT seeks an Investment Analyst to perform financial analysis and build valuation models supporting... ..., preparation of CIMs and investment memos, and monitoring portfolio performance with quarterly financial models and dashboards for...
- ...strong risk‑adjusted returns. The firm is hiring an Investment Analyst to join its investment research team. This role offers hands‑on... ...investment lifecycle, including underwriting, transaction execution, portfolio monitoring, value creation, and exits. The analyst will work...Work at office
- ...and Business consulting services. We are in search of a highly motivated candidate to join our talented Team. Job Title: Billing Analyst Location(s): White plains,n NY Project OverviewBilling requests are done on a daily basis for CPD - either for lump sum, payment...Contract work
$51.7k - $75k
...Analyst, Argus US TeamArgus Advisory is a TransUnion Company and the leading provider of analytics, information and solutions to financial services providers to help them grow their businesses. We help clients maximize the value of data and analytics to allocate and align...Full timeWork experience placementFlexible hours$27 - $31 per hour
A staffing firm is seeking a Corporate Finance Specialist for a 6+ month contract in Purchase, NY. The position features a hybrid schedule, requiring 3 days in-office and 2 days remote. Responsibilities include managing SAP business partner processes and supporting finance...Hourly payContract workWork at officeRemote work- ...PepsiCo in Purchase, NY seeks a Foundation Finance Sr. Analyst to provide comprehensive financial and operational support across accounts payable, reporting, reconciliations and expense analysis, with emphasis on controls and timely close. Ideal candidate holds a BA in...
$95k - $114k
...A global food company is seeking a Senior Financial Analyst to support the GODIVA brand in White Plains, NY. The successful candidate will partner with Sales leadership to develop financial plans, deliver insightful reporting, and identify risks. This role requires 5+...$91k - $123k
About the Role This position is responsible for assisting in administering the company's various insurance coverages; reviewing vendor contract wording related to indemnification, and for accounting/analyzing the associated insurance premiums and expenses. Insurance placements...Contract workWork experience placementLocal area- ...Business consulting services. We are in search of a highly motivated candidate to join our talented Team. Job Title: SAP Security Analyst Location(s): White plains, NY Project Overview The SAP Application Security Analyst is responsible for supporting SAP...
- ...curiosity. Candidates must also communicate effectively. The staff’s collegiality is readily apparent, and they would like to find an Analyst who will enjoy working with the team. We encourage women and diversity candidates to apply. Our client will not sponsor visas....Visa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!


