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Portfolio Analyst

System One Holdings, LLC

Portfolio Analyst

Location: Vienna, VA Type: Contract, long term expected Compensation: Negotiable Work Model: Hybrid – 3 days onsite and 2 days remote Hours: 40 hrs a week Security Clearance: None but full background check to included criminal, credit and fingerprinting

Responsibilities

Improve how Lending work gets done by connecting tools, data, and workflows across the portfolio. This role focuses on making ServiceNow, Azure DevOps, and Power BI work together to support intake, execution, and decision-making, while introducing practical AI solutions that simplify work and accelerate delivery. Success equates to simpler workflows, better visibility, and strong tool adoption across teams.

  • Tool Integration & Flow
    • Connect ServiceNow, Azure DevOps, and Power BI
    • Enable end-to-end visibility from intake to delivery
    • Reduce duplication and manual effort
    • Create a single view of portfolio work
  • Portfolio Ways of Working, Governance & AI
    • Align tools to support prioritization, sequencing, and delivery governance
    • Improve visibility into dependencies, risks, and progress
    • Embed agile workflows through consistent tool usage
    • Introduce AI into intake, reporting, and planning to improve decisions
  • AI, Automation & Tool Optimization
    • Deliver simple, high-value solutions such as copilots for intake, reporting, and analysis
    • Implement automated workflows or agents
    • Enable AI-driven insights and dashboards
    • Improve tools to support planning, roadmaps, and execution tracking
  • Enablement & Adoption
    • Drive team adoption of tools and AI
    • Provide training, templates, and job aids
    • Coach teams on applying tools in real scenarios
    • Increase consistency and self-service usage
  • Stakeholder Partnership
    • Partner across Product, PMO, and Technology
    • Communicate clear, practical solutions
    • Continuously improve based on feedback
Qualifications

Experience with Azure DevOps, ServiceNow, Power BI, or similar tools Experience improving workflow from intake to delivery Hands-on experience with tool configuration, automation, or AI tools Strong enablement, communication, and simplification skills Experience in cross-functional environments

Preferred Qualifications / Certifications

Agile / Lean certifications (e.g., SAFe, Lean Portfolio Management, PMP) Experience with Power BI or similar reporting/visualization tools Experience with low-code / no-code platforms or workflow automation tools Foundational AI certifications (e.g., Microsoft Azure AI Fundamentals or similar) Experience building or experimenting with AI agents, copilots, or automation frameworks Experience in change management, training, or capability development

Vacancy posted 19 hours ago
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