Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Operations Analyst

Associa

Portfolio Operations Analyst

The Portfolio Operations Analyst provides the operational coordination and information management required to keep the organization's portfolio of strategic initiatives current, accurate, and ready for governance. The position is part of a newly established Strategy department and reports to the Director of Strategic Portfolio Management.

The Analyst is accountable for portfolio data quality, accurate lifecycle tracking, ready governance materials, and coordinated information across initiative owners and delivery teams. This is not an administrative position: the role owns the completeness and reliability of the information that portfolio leadership and governance bodies depend on to make investment and priority decisions, administers the portfolio's tools and workflow, tracks decisions and dependencies through to resolution, and follows up directly with stakeholders when information is missing or overdue.

The Analyst works closely with the Manager, Strategic Portfolio Management: the Analyst maintains portfolio data, prepares governance materials, and tracks decisions and dependencies, while the Director uses that information to facilitate prioritization discussions and bring recommendations to governance. Neither role manages individual projects; project and program management retains that responsibility.

Key Responsibilities:

  • Portfolio information management. Maintain the portfolio inventory, ensuring initiative information is current, complete, and accurately reflects the status of each initiative.
  • Intake and lifecycle coordination. Coordinate the initiative intake process, ensuring submissions include the information required for review, and track each initiative's stage through the portfolio lifecycle.
  • Governance and decision support. Prepare materials, agendas, and reporting packages for governance meetings, validated and ready ahead of each session, and coordinate the inputs and outputs of portfolio and investment decision cycles.
  • Decision and dependency tracking. Maintain decision and action logs with clear owners and due dates; track dependencies across initiatives; follow up on outstanding items; and flag issues requiring portfolio leadership's attention.
  • Resource and capacity data coordination. Maintain resource and capacity information submitted by initiative owners and delivery teams, and provide leadership with data on where initiatives are competing for the same resources.
  • Reporting and dashboard management. Maintain the accuracy of portfolio dashboards and produce routine portfolio status and pipeline reports.
  • Delivery data integration. Maintain the connection between portfolio-level records and project or delivery information, following an "enter once, use at multiple levels" approach, and follow up with project and program managers for required status updates.
  • Tools and process improvement. Maintain documentation, templates, and an audit trail of significant portfolio decisions and changes, and support automation and process improvements that reduce manual administration over time.

Requirements:

  • At least 5 years of experience supporting program, portfolio, or PMO operations, including coordinating meetings, tracking action items, and maintaining structured data
  • Strong organizational skills and demonstrated ability to follow up with stakeholders across an organization for outstanding information
  • Hands-on experience with a portfolio or project-management tool, including data entry, reporting, dashboards, and basic automation
  • Strong attention to detail and demonstrated ownership of data quality and accuracy
  • Ability to prepare clear, executive-ready materials from underlying data
  • Ability to work across multiple stakeholders and initiatives concurrently without formal authority over any of them

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Portfolio Operations Analyst in Richardson, TX vacancy
  • $10k

    Are you a methodical thinker, intellectually curious, and motivated to guide others? As a Portfolio Evaluation Analyst, you’ll apply your expertise in portfolio management and client service with your genuine passion for positively impacting clients’ financial futures.... 
    Suggested
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    23 hours ago
  • $90k - $135k

    The Opportunity:Are you a methodical thinker, intellectually curious, and motivated to guide others? As a Portfolio Evaluation Analyst, you will deliver custom portfolio solutions for clients with complex and significant asset situations. You will report to the Portfolio... 
    Suggested
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    3 days ago
  • $24.5 - $35 per hour

    Commercial Lending Operations SpecialistAbout the Opportunity:We are seeking a detail-oriented Commercial Lending Operations Specialist to support a financial services organization’s loan operations team. This position is ideal for someone with an accounting, finance,... 
    Suggested
    For contractors
    Work at office
    Local area

    Yoh

    Plano, TX
    23 hours ago
  • Intelliswift - An LTTS Company is seeking a B2B CARE Business Operation Analyst to support department operations, planning, and cross-department collaboration in an in-office role. The position requires 5+ years of administrative and project management experience and a... 
    Suggested
    Work at office

    Intelliswift - An LTTS Company

    Plano, TX
    12 hours ago
  • $61.82 per hour

     ...Business Operations Analyst Pay: $61.82 per hour Job Title: Business Operations Analyst Location: Plano, TX Pay Rate: $61.82 per hour Schedule: Fully on-site, Monday thru Friday 8:00AM to 5:00PM (hours may vary) Staffmark Total Talent Solutions offers this exciting... 
    Suggested
    Hourly pay
    Contract work
    Work at office
    Local area
    Monday to Friday

    Staffmark

    Plano, TX
    3 days ago
  • PepsiCo seeks an Executive Recruiting Analyst to join Global Executive TA, delivering a seamless candidate experience for LG4+ hires. The role coordinates scheduling, onboarding, and collaboration with senior recruiters, hiring teams, and executive assistants across multiple... 

    PepsiCo

    Plano, TX
    4 days ago
  • Fisher Investments is seeking a Portfolio Evaluation Analyst to deliver tailored portfolio solutions for High AUM clients. You will coordinate with the Portfolio Evaluation Group and partner teams to surface tradeoffs and drive cohesive recommendations across PMG. Responsibilities... 
    Work at office

    Fisher Investments

    Plano, TX
    2 days ago
  • Yoh, a Day & Zimmermann company, is seeking a detail-oriented Commercial Lending Operations Specialist to join our loan operations team in Plano, TX. The role focuses on documenting, reviewing, and processing commercial loan activities while coordinating with borrowers... 

    Yoh, A Day & Zimmermann Company

    Plano, TX
    1 day ago
  • $30 - $35 per hour

    Position: Commercial Operations Analyst - W2 Location: Plano, Texas Duration: Contract Job ID: 180203 Job Overview: As a Commercial Operations Analyst, you will support the optimization of commercial processes, tools, and reporting to drive revenue growth and operational... 
    Full time
    Contract work

    PTR Global

    Plano, TX
    2 days ago
  • Toyota North America in Plano, TX, is seeking a Commercial Operations Analyst for a 12-month contract. The role emphasizes data entry and loan documentation support with exposure to MS Office tools. Responsibilities include coordinating loan documentation, updating risk... 
    Contract work

    Toyota North America

    Plano, TX
    2 days ago
  •  ...Operations Analyst - Job Description Focused on NetSuite Workflows and Warehouse Operations Position Overview We are seeking an Operations Analyst to oversee and manage daily NetSuite workflows for receiving, shipping, and inventory control in our warehouse.... 

    Tao Motor

    Plano, TX
    2 days ago
  • $40.56 per hour

     ...Job Title: Operations Analyst Location: Plano, TX Pay Rate: $40.56 per hour Schedule: Fully on-site, Monday thru Friday 8:00AM to 5:00PM (hours may vary) Staffmark Total Talent Solutions offers this exciting contract opportunity at a global leader in... 
    Hourly pay
    Contract work
    For contractors
    Local area
    Monday to Friday

    Staffmark Group

    Plano, TX
    4 days ago
  •  ...The Operations Analyst is responsible for supporting the implementation, optimization, and standardization of business processes across Air System Components' corporate offices and manufacturing facilities. This role serves as a key partner to operations, supply chain... 
    Work at office
    Remote work

    Air Distribution Technologies

    Plano, TX
    23 hours ago
  • JPMorgan Chase & Co. seeks a Wholesale Commercial Real Estate Portfolio Analytics Associate to evaluate CRE market trends and support risk assessment across a >$200B CRE portfolio. You will conduct in-depth analyses of property types and contribute to data-driven recommendations... 

    Testing Site - JPMC

    Plano, TX
    11 hours ago
  • $45.65 per hour

     ...months assignment with high likelihood of extension/conversion to full time employee POSITION OVERVIEW - Business Analyst III - B2B CARE Business Operations Analyst This role maintains vendor relationships and acts as a business analyst for non-IT projects, sitting... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Monday to Friday

    WCL Group

    Plano, TX
    12 hours ago
  •  ...security products, ensuring compliance and responding to incidents effectively. Ideal candidates have 5+ years of experience with operating systems and are adept with endpoint security tools like McAfee and Symantec. This opportunity offers W2 employment only, without C... 

    Artech Information System LLC

    Plano, TX
    12 hours ago
  •  ...detail-oriented and client-focused investment professional to join our Texas-based Wealth Management team. Supporting a group of Portfolio Managers overseeing approximately $4.7 billion in assets for high-net-worth families, this role will play a key part in portfolio... 
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Dallas, TX
    2 days ago
  • True North Advisors is seeking a Portfolio Analyst to join our team. True North is a $5.8B+ Independent RIA that serves the wealth management...  ...for automation, process optimization, and scalable operational improvements across the firm's investment platform. Serve as... 
    Full time
    Work at office
    Remote work

    True North Advisors

    Dallas, TX
    23 hours ago
  •  ...Portfolio Analyst Trinity Industries is seeking a practical, data-driven analyst to support the Portfolio Management team in optimizing...  ...will help translate complex fleet, maintenance, financial, and operational data into clear insights that support better asset... 
    Full time
    Shift work

    TrinityRail

    Dallas, TX
    3 days ago
  •  ...Portfolio Analyst Location: Dallas, TX Good profile in technical levels but manager is looking for more experience in developing executive...  ...our application engineering team, product management and operational capabilities to provide critical problem-solving and... 

    E-Solutions

    Dallas, TX
    1 day ago
  •  ...and completing exception processing. Responsibilities Assists with coordination of implementation for products, services, and operational solutions Supports the design, documentation, implementation, and monitoring of new products and services Provides guidance regarding... 
    Full time
    Internship
    Work at office
    Shift work
    Day shift

    Bank of America

    Plano, TX
    23 hours ago
  • $10k

     ...global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. The Opportunity: As a Talent Operations Analyst, you will play an important role in managing and enhancing the systems, processes, and programs that support our hiring... 
    Full time
    Work at office
    Work from home

    Fisher Investments

    Plano, TX
    7 hours ago
  • Associa, a leading community-management company in Richardson, TX, seeks an AP Specialist to manage end-to-end payment processing, including domestic and international transactions, disbursements, and exception handling. You will liaise with IT and Finance to ensure NACHA...

    Associa

    Richardson, TX
    2 days ago
  • Staffmark Total Talent Solutions seeks an Operations Analyst for a fully on-site role in Plano, TX. The position involves overseeing eCommerce fulfillment, managing orders, and coordinating with multiple teams to meet delivery targets. Strong emphasis on process improvement... 

    Staffmark

    Plano, TX
    1 day ago
  •  ...New York, NY; Plano, TX; Dallas, TX; Houston, TX; Chicago, IL; Los Angeles, CA Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities... 
    Summer work
    Internship
    Work at office
    Visa sponsorship

    Chase

    Plano, TX
    4 days ago
  • Staffmark Total Talent Solutions seeks an Operations Analyst to join our Plano, TX on-site team for a contract role focused on overseeing eCommerce fulfillment operations, reviewing orders, and coordinating across departments to meet delivery promises. The position requires... 
    Contract work

    Staffmark Group

    Plano, TX
    1 day ago
  • PTR Global is seeking a Commercial Operations Analyst in Plano, TX (contract) to optimize commercial processes, tools, and reporting. You will partner with sales, finance, marketing, and supply chain to deliver data-driven insights, streamline workflows, and ensure accurate... 
    Contract work

    PTR Global

    Plano, TX
    2 days ago
  • Fisher Investments in Plano, TX is seeking a Talent Operations Analyst to help run and improve our hiring systems and programs worldwide. You will maintain ATS configurations, drive workflow improvements, and manage vendor relationships as part of our Talent Attraction... 
    Worldwide

    Fisher Investments

    Plano, TX
    12 hours ago
  •  ...Description Job Title Sales Operations Analyst Position Description Support the end-to-end sales operations lifecycle, including pipeline management, forecasting, territory planning, and quota administration. Roles Responsibilities • Support the... 
    For contractors

    ASK Consulting LLC

    Plano, TX
    23 hours ago
  •  ...reconciliation of sales and issuing settlement, identify variances and work with internal team to resolve any gaps.Assist with all financial operations including conducting daily and monthly balancing and reconciliation of bank accounts, reconciling client daily accounting files... 
    Work at office
    Local area
    Immediate start
    Work from home
    Flexible hours

    ConnexPay

    Dallas, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Operations Analyst. Be the first to apply!