Portfolio Analyst

Portfolio Analyst

If you are wondering what makes TRIMEDX different, it's that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance.

Everyone is focused on serving the customer and we do that by collaborating and supporting each other. Associates look forward to coming to work each day. Every associate matters and makes a difference.

It is truly a culture like no other — We hope you will join our team!

The Portfolio Analyst collaborates with the Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs. This position is responsible for review and adjustment of contract structures, research, analysis, and pricing of new services, creating client budgets, and generating financial sales support materials for growth opportunities in the assigned operational territory. The Portfolio Analyst I will support the management of customer contracts. This role requires frequent interaction with operational management to define, analyze and build the service program. In addition the Portfolio Analyst may be required to present recommendations to the client.

Location: Indianapolis, Indiana; candidates must currently reside in the central Indiana region within a 70 mile radius. Our Central (Corporate) Office - is located on the northwest side of Indianapolis. This position is Hybrid (a mix of remote & in-office).

Relocation is not available for this position. Immigration sponsorship not available for this position.

Pay Range: Applicants can expect a compensation range of $60,000-$65,000 for this opportunity.

Responsibilities

Account Management Analysis (70%)

• Provide timely and accurate quarterly price adjustments
• Lead account review and pricing efforts
• Develop accurate customer budget forecasts
• Work with Contract Management and F&A for contract renewal and contract linking support
• Conduct program analysis to provide accurate sales quotes
• Assist in data analysis and inventory reconciliation
• Support the management of customer contracts and required reporting and analysis
• Ensure account activities align with customer contract
• Independently lead customer engagement meetings
• Problem solve to assist and develop responses to customer requests and questions

Project Management (Special Projects) (20%)

• Under direction from senior leaders, assist in lead special projects designed to improve departmental and inter-departmental process efficiency and effectiveness
• Provide analysis on existing service programs

Project Administration (10%)

• Coordinate project plans and timelines
• Provide analysis on existing service programs
• Responsible for the completion of required project deliverables
• Participate in transitioning new business wins to Clinical Engineering Services
• All other duties as assigned.

Skills and Experience

• Minimum 2 years of experience in a professional client services role
• Experience in performing financial or data analysis and assessments
• Strong Microsoft Excel skills required; Access skills desired
• Ability to work both solo and in a collaborative team format
• Ability to create and manage a project plan and a project team
• High attention to detail with strong drive for accuracy
• Ability to prioritize work and balance multiple projects
• Ability to build, establish, and manage collaborative relationships
• Excellent problem solving and analytical thinking skills
• Strong written, verbal, and presentational communication skills

Education and Qualifications

• Associates degree or equivalent required. Bachelors degree preferred. Preference to Finance, Math, Business, Economics, or demonstrable analytical field.

At TRIMEDX, we are committed to cultivating a workplace culture where every associate feels valued, supported, and empowered to thrive. This culture reflects our belief that our people are our foundation, their well-being is essential, and shared success is built through meaningful work, recognition, and opportunities for growth.

We embrace people's differences which include age, race, color, ethnicity, gender, gender identity, sexual orientation, national origin, education, genetics, veteran status, disability, religion, beliefs, opinions and life experiences.