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

Portfolio Manager

Carex Consulting Group

Carex is partnering with a energy solutions industry partner to find an experienced Portfolio Manager – Data & Analytics to provide strategic oversight and coordination across a growing portfolio of data and analytics initiatives. This role will serve as a trusted partner to data leadership, helping translate strategic priorities into actionable plans, align resources, and drive execution across multiple concurrent efforts.

The ideal candidate brings a strong background in program and portfolio management, experience working with data and analytics teams, and the executive presence to engage with senior leadership. Success requires a proactive, solutions-oriented mindset, strong collaboration skills, and an AI-forward approach to improving efficiency and driving business value.

Location: Menasha, WI (hybrid)

Duration: Contract-to-hire (conversation at 6 months)

Pay rate: Commensurate with experience

What You'll Do
  • Oversee and coordinate a portfolio data and analytics initiatives, ensuring alignment with strategic priorities and business objectives.

  • Partner with data leadership to translate strategic vision into actionable priorities, execution plans, and measurable outcomes.

  • Collaborate with business relationship managers and stakeholders to manage incoming requests, prioritize backlogs, and balance competing demands.

  • Coordinate with data engineering, analytics, data science, and business teams to align resources, manage dependencies, and support delivery.

  • Establish portfolio-level visibility into project status, risks, resource capacity, timelines, and overall progress.

  • Apply practical project management and Agile/Kanban methodologies to drive accountability and execution without unnecessary administrative complexity.

  • Partner with project managers supporting larger enterprise initiatives to ensure alignment with broader data and analytics priorities.

  • Develop executive-level presentations, dashboards, and reporting that communicate portfolio performance, business impact, and return on investment.

  • Support the prioritization of data science initiatives and help communicate their value and outcomes to business stakeholders.

  • Leverage AI tools to automate routine activities, streamline reporting, and improve overall productivity.

  • Utilize Jira, monday.com, or similar platforms to support backlog management, workflow tracking, and portfolio visibility.

  • Identify opportunities to improve portfolio processes, prioritization, resource planning, and cross-functional collaboration.

  • Build strong relationships across technical and business teams, fostering a collaborative environment while driving accountability and results.

What You'll Bring
  • 5+ years of experience in program or portfolio management, with demonstrated success coordinating multiple concurrent initiatives.

  • Experience supporting data and analytics environments, including collaboration with data engineering, business intelligence, analytics, or data science teams.

  • Strong understanding of portfolio planning, demand management, backlog prioritization, resource coordination, and dependency management.

  • Solid foundation in project management methodologies, Agile principles, and Kanban-based delivery practices.

  • Familiarity with Jira, monday.com, or similar project and portfolio management tools.

  • Demonstrated ability to leverage AI tools to improve efficiency, automate workflows, and develop executive-level materials.

  • Strong executive presence and exceptional communication skills, with the ability to engage senior leadership and translate technical initiatives into business-focused insights.

  • Proven ability to work independently, navigate ambiguity, proactively solve problems, and manage competing priorities.

  • Strong interpersonal and relationship-building skills, with a collaborative, approachable leadership style and the ability to influence without formal authority.

  • Experience developing portfolio-level reporting and communicating progress, risks, and business value to stakeholders.

Preferred Qualifications

  • Experience supporting enterprise data and analytics portfolios, including data platforms, advanced analytics, or data science initiatives.

  • Experience working directly with senior technology leadership or within a centralized PMO or business transformation organization.

  • Familiarity with portfolio governance, capacity planning, and measuring the business impact or ROI of initiatives.

  • PMP, Certified ScrumMaster (CSM), or other relevant project management certification.

Carex Consulting Group is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, or Veteran status.

#J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Menasha, WI vacancy
  •  ...We currently have (2) new career opportunities for full-time Commercial Portfolio Managers based out of either our Calumet St location in Appleton or our West De Pere location! The Commercial Portfolio Manager is responsiblefor portfolio management, credit monitoring... 
    Suggested
    Full time
    Temporary work
    Work experience placement

    Fox Communities Credit Union

    Appleton, WI
    5 days ago
  •  ...Overview Under the guidance of the Regional President, the Portfolio Manager is responsible for ensuring timely reviews and renewals of commercial loans. Also responsible for interim monitoring of covenants and other conditions of credit as applicable. Will periodically... 
    Suggested
    Interim role

    Johnson Financial Group LLC

    Appleton, WI
    2 days ago
  • $125k - $175k

    LOAN OFFICER – MASSIVE REALTOR REFERRAL NETWORK + COMPANY-GENERATED LEADS Appleton, WI + Surrounding Areas Most loan officers fail for one reason: They spend more time chasing business than closing it. At Integrity Mortgage Group, we’ve built the infrastructure most LOs...
    Suggested
    Flexible hours

    Integrity Mortgage Group

    Appleton, WI
    1 day ago
  • $56k - $79k

     ...sharpened in a hybrid setting Comfort owning a number that goes up or down because of you Real Communication chops, plus the Attention Management curiosity to keep growing Demonstrated Initiative expertise in a fast-moving general environment A growth mindset and openness to... 
    Suggested

    Cushman & Wakefield

    Appleton, WI
    4 days ago
  • $66k

     ...customer service. ~ Working knowledge of computer software (Microsoft Excel; Word). ~ Ability to work with limited supervision, manage time, prioritize and multitask. ~ Self-motivated and having a high attention to detail are a necessity. ~ Bondable... 
    Suggested
    Temporary work
    Work at office

    Wings Credit Union

    Appleton, WI
    2 days ago
  •  ...as Surefire, Hootsuite, etc. Proficient using Microsoft systems such as Power Point, Excel, Word Executes strong pipeline management following TRID and Reg B, Reg Z guidelines Executes strong quality benchmarks with loans including minimal cure tolerances, adhering... 
    Work at office
    Local area
    Flexible hours

    Johnson Financial Group LLC

    Appleton, WI
    5 days ago
  • $98.18k - $115.5k

     ...succeed and grow as a financial professional and future leader. As a Fund Administration Supervisor 1, you will spend key time: Lead and manage a team responsible for fund compliance programs, regulatory filings, and financial statement preparation Serve as the primary... 
    Full time
    Work at office
    Local area
    3 days per week

    US Bank

    Oshkosh, WI
    4 days ago
  • $1,000 per month

     ...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Appleton, WI
    4 days ago
  • $60k - $180k

    Job Description Job Description Tired of losing deals to slow turn times and thin product menus? Compensation: $60K–$180K per year. This is a commission-based sales role. For loan officers with verifiable production history, we offer draws, transitional compensation...
    Relocation package

    Primary Residential Mortgage Inc

    Appleton, WI
    21 days ago
  • $225k

    Job Description Job Description Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time loan partner who will help our applicants get mortgage-ready and support them throughout the loan process...
    Full time

    Integrity Mortgage Group

    Appleton, WI
    8 days ago
  • Description Our team at Point Real Estate Management is seeking a reliable, customer-focused Property Manager to manage our multifamily property in the Appleton area! This role is ideal for someone who enjoys working with people, is organized, and can confidently represent... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    Point Real Estate Management LLC | PRM

    Appleton, WI
    3 days ago
  • $46.92k

     ...development so they can reach their full potential. Responsibilities include: * Providing daily supervision and mentorship * Managing household routines and student schedules * Administering medications and ensuring student wellness * Driving students to... 
    Full time
    Work from home
    Relocation
    Relocation package
    Flexible hours
    Weekday work

    Milton Hershey School

    Neenah, WI
    1 day ago
  • $61k - $119k

     ...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Appleton, WI
    2 days ago
  • $65k - $140k

     ...comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings... 
    Contract work
    Part time
    Local area

    BMO Financial Group

    Appleton, WI
    4 days ago
  • $61k - $119k

     ...and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage... 
    Work at office

    Unavailable

    Appleton, WI
    4 days ago
  •  ...working with people and takes pride in delivering a smooth, professional closing experience. The ideal candidate will be confident managing transactions from start to finish, coordinating with lenders and real estate professionals, and providing exceptional service to... 
    Permanent employment
    Full time
    Contract work
    Temporary work

    W3Global Inc.

    Appleton, WI
    5 days ago
  • $98.18k - $115.5k

     ...and grow as a financial professional and future leader. As a Fund Administration Supervisor 1, you will spend key time: Lead and manage a team responsible for fund compliance programs, regulatory filings, and financial statement preparation Serve as the primary client... 
    Full time
    Temporary work
    Work at office
    Local area
    3 days per week

    US Bank

    Oshkosh, WI
    1 day ago
  •  ...Discounts ~ Flexible Scheduling ~ Excellent Advancement Opportunities ~ Insurance ~ Holiday Pay ~401K with match For Managers: Paid Vacations Bonus Opportunities Possible Relocation Assistance About Us: Northland Restaurant Group, LLC and... 
    Relocation package
    Flexible hours
    Shift work

    Hardee's

    Appleton, WI
    1 day ago
  • $60k

    Description: Lead your team. Run the night operation. No CDL required. We're hiring a Route Manager to lead our team of Route Representatives on our Night Routes, working Sunday through Thursday. If you like being in the field, solving problems in real time, and building... 
    Night shift

    Gunderson Inc

    Appleton, WI
    14 days ago
  •  ...strategies for effective environmental, health, safety and security programs for the facility. Role Specific Responsibilities Manages EHSS budget Represent facility on Global EHSS Council Manage EHSS through ISO-based management platform and reporting tools.... 
    Full time
    Temporary work
    Local area
    Worldwide

    A.O. Smith

    Appleton, WI
    5 days ago
  • $14.75 - $15 per hour

     ...Scholarship Award. All Bonuses, Awards and Benefits subject to qualifications and eligibility. Brand: Spencer's The Assistant Store Manager is responsible for establishing and maintaining Guest Services. The Assistant Manager is responsible for supporting the Store... 
    Hourly pay
    Local area

    Spencer's

    Appleton, WI
    1 day ago
  • $41.5k - $65.5k

     ...recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Menasha, WI
    2 days ago
  • $105.2k - $144.7k

     ...optimism and focus. We don't settle until we give our best and know that we're making a difference. We're seeking to hire a Turnover Manager for an onsite role at our data center project in Robstown, TX As a Turnover Manager you'll be responsible for managing a... 
    Full time
    For subcontractor

    Jacobs

    Appleton, WI
    1 day ago
  •  ...Value Stream Manager You've discovered something special. A company that cares. Cares about leading the way in construction, engineering...  ...reduce recurrence. ~ Maintain a focused improvement portfolio and sequence work to match organizational capacity.... 
    Full time
    Local area
    Monday to Friday
    Flexible hours

    Faith Technologies

    Menasha, WI
    4 days ago
  • $129.5k - $194.3k

     ...experience, education, licensure requirements and/or skill level. Salary Range:$129,500.00 - $194,300.00Purpose Statement: Lead and manage the IT Governance, Risk, and Compliance (GRC) team, driving the development, maintenance, and execution of the GRC framework,... 
    Contract work
    Work experience placement
    Work at office

    Plexus

    Neenah, WI
    4 days ago
  • Bergstrom Chrysler Dodge Jeep Ram Fiat of Kaukauna is hiring a Loan & Title Clerk in Kaukauna, WI. This position will be responsible for accurately documenting all title, registration, and vehicle owner information. What we offer: Paid Training 401(k) Retirement Plan Paid...

    Bergstrom Chrysler Dodge Jeep RAM Fiat of Kaukauna

    Kaukauna, WI
    9 days ago
  •  ...Advisor About the Company A nationally recognized wealth management, retirement advisory, and business management firm Industry...  ...also include leading client meetings, monitoring portfolio performance, and collaborating with a team of specialists to provide... 
    Immediate start

    Confidential

    Appleton, WI
    2 days ago
  • $120k - $160k

     ...depending on experience + full corporate benefits package, with clear advancement pathways to Lead Engineer, Chief Engineer, or Management.Work Pattern/Schedule: Flexible 1st-shift schedule (6:00 AM - 5:00 PM core window) averaging 40-45 hours per week with minimal overtime... 
    For contractors
    Local area
    Flexible hours
    Day shift

    Gables Search Group

    Appleton, WI
    1 day ago
  • $50k - $80k

     ...Parts Manager Neenah Ford Lincoln - Neenah, WI 54956 Overview Salary Range $50,000.00 - $80,000.00 Base+Commission/year Position Type Full Time Description Bergstrom Neenah Ford Lincoln Parts Manager At Bergstrom Automotive, we're proud to be Wisconsin... 
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Bergstrom Auto

    Neenah, WI
    5 days ago
  •  ...Join Our Team as a Quality Manager – Neenah, WI ProAmpac, a global leader in flexible packaging with a top-tier safety culture, is seeking a Quality Manager . If you excel in fast-paced environments, tackle challenges head-on, and are passionate about elevating safety... 
    Full time
    Work at office
    Flexible hours

    ProAmpac

    Neenah, WI
    1 day ago

Do you want to receive more vacancies?

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