Portfolio Manager & PI Planning Coordinator

Job Description

Job Description

Portfolio Manager & PI Planning Coordinator Job Type: Permanent Full Time Location: Dallas, Texas, United States Description: Portfolio Manager & PI Planning Coordinator Position Description We are seeking a highly organized and proactive Portfolio Manager & PI Planning Coordinator to support business operations through a combination of ad hoc portfolio management activities and large-scale planning event coordination. This role operates in a fast-paced, ambiguous environment and requires strong communication, analytical, and cross-functional collaboration skills. The ideal candidate is a self-starter who can synthesize information from multiple sources, manage competing priorities, and translate data into clear, actionable insights for stakeholders. Your future duties and responsibilities Portfolio Management & Ad Hoc Support • Support portfolio management activities through ad hoc analysis, reporting, and presentation development • Gather, analyze, and synthesize data from multiple systems and stakeholders to provide clear insights and recommendations • Develop executive-ready materials (e.g., PowerPoint presentations, Excel analyses) to communicate portfolio status and key updates • Collaborate cross-functionally with stakeholders to collect inputs, clarify requirements, and ensure alignment • Operate effectively in ambiguous situations, taking initiative to define next steps and drive work forward • Learn and apply internal tools, processes, and tracking mechanisms to support end-to-end portfolio visibility • Document workflows and contribute to improving current processes, including identifying opportunities for future automation PI Planning Event Coordination • Support coordination of enterprise-wide Program Increment (PI) Planning events conducted on a 12-week cadence • Manage logistics for large-scale, in-person planning sessions (300+ attendees), including: o Room reservations and space planning o Coordination of materials (e.g., name tags, supplies) o On-site event support and execution • Monitor inventory and manage ordering of supplies to support ongoing planning events • Collaborate with internal teams to ensure seamless execution of planning activities Required qualifications to be successful in this role • Strong organizational and project coordination skills • Advanced proficiency in Microsoft Excel and PowerPoint • Excellent communication and interpersonal skills, with the ability to work across teams • Ability to synthesize complex information from multiple sources into clear, concise outputs • Comfortable working in ambiguous environments with minimal direction • Strong attention to detail and ability to meet tight deadlines • Self-starter mindset with a proactive approach to problem-solving ________________________________________ Preferred Qualifications • Experience supporting PMO, portfolio management, or business operations functions • Experience coordinating large-scale meetings or events • Familiarity with enterprise tools (e.g., project tracking systems, reporting tools) • Exposure to AI-enabled tools or interest in process automation is a plus #M1 #DI-CB2 #L1 - KB1