Portfolio Analyst
TheCorporate
Job Title: Enterprise AI Portfolio & Value Capture Analyst Location: Oakland, CA Duration: August 10, 2026 – August 10, 2027 Notes Local is preferred but non-local is acceptable. Role can be remote, hybrid, or onsite. If the candidate is local, there is an expectation of hybrid in-office availability (roughly 1 day/week) TOP THINGS: Strong organization, attention to detal, and ability to manage follow-ups across multiple workstreams Clear written communication skills, including the ability to summarize status, issues, and next steps for business and technical stakeholders. Comfort working with portfolio, operational, or governance data in tools such as Excel, SharePoint, PowerBI, PowerPoint, Word and Teams. Job Description The Enterprise AI Portfolio & Value Capture Analyst will support Enterprise AI Portfolio Program by strengthening how AI use cases are tracked, governed, valued, and reported across the enterprise. This role combines portfolio support, value tracking, and data analysis to ensure AI initiatives are accurately documented, aligned to enterprise priorities, and visible through trusted dashboards and reports. The analyst will support dashboard maintenance, use case outreach, and coordination with governance stakeholders and reporting teams. A successful candidate will be comfortable with cross-functional outreach, Microsoft tools such as Excel, SharePoint, and Power BI, and develop analysis that informs leadership decision-making in a large, regulated enterprise. Key Responsibilities Track AI use cases across intake, governance, delivery, production readiness, ownership, status, and value realization. Support value capture documentation, including projected value, realized benefits, savings, costs, assumptions, and key metrics. Maintain and reconcile portfolio data across trackers, dashboards, reports, and source systems to improve accuracy and completeness. Analyze portfolio trends such as value, pipeline mix, platform usage, functional area, lifecycle stage, funding needs, and delivery readiness. Coordinate with use case owners and governance stakeholders to gather missing information, confirm status, and resolve open items. Support program operations, including meeting notes, action items, status updates, follow-up communications, registration checks, and artifact organization. Skills & Qualifications Strong organization, attention to detail, and ability to manage follow-ups across multiple workstreams. Clear written communication skills, including the ability to summarize status, issues, and next steps for business and technical stakeholders. Comfort working with portfolio, operational, or governance data in tools such as Excel, SharePoint, Power BI, PowerPoint, Word, and Teams. Experience or interest in Power Apps, Power Automate, data visualization, or reporting automation. Ability to identify process gaps, improve data quality, and propose practical operational improvements. Interest in AI, portfolio management, technology governance, value tracking, data analysis, or business operations. Skills: organization,skills,data,sharepoint,enterprise,capture,excel,status,teams #J-18808-Ljbffr
- ...documentation, including projected value, realized benefits, savings, costs, assumptions, and key metrics. Maintain and reconcile portfolio data across trackers, dashboards, reports, and source systems to improve accuracy and completeness. Analyze portfolio trends...SuggestedWork at officeLocal areaRemote work1 day per week
$115k - $125k
...we create value and we’re always looking towards what’s next.Job Summary:Hudson Pacific Properties (HPP) is seeking a Portfolio Management Senior Analyst, working from HPP’s San Francisco office, to assist the Portfolio Management team with joint venture (JV) management,...SuggestedWork at officeLocal area$60k - $96k
...Portfolio Management Support Supports direct indexing portfolio management and trading activities, client analysis and portfolio management operational procedures. Provides exceptional client outcomes while adhering to regulatory and internal standards. Responsibilities...SuggestedWork experience placementWork at officeRemote workWork from home- ...Under the general direction of the Research Administration Manager, the PI Portfolio Analyst uses skills as a seasoned, experienced research administrator to independently oversee research awards, and / or transactions related to contract and grant management and maintains...SuggestedContract workWork experience placementWork at officeWorldwide
$90k - $110k
...Portfolio Analyst Location US-CA-San Francisco ID 2026-1191 Position Type Full-Time Category Investments Overview Join our dynamic emerging markets team as a Portfolio Analyst focused on equity portfolio trading,...SuggestedFull timeWork at office- New Leaf Energy compensates all employees in three ways: market‑competitive base salary, plus above‑market variable compensation, plus an equity‑like program such that all employees experience the benefits of ownership. Key Responsibilities Manage cross‑functional teams...Immediate startWork from home
- General Catalyst is looking for a Senior Analyst to join the GC Wealth team in Bellevue, WA. The role involves driving portfolio research and leading investment reporting for high net worth clients, collaborating closely with Wealth Managers and the Chief Investment Officer...
$100k - $150k
Artisan Partners Limited Partnership is seeking a Portfolio Oversight Analyst within Trade Operations. The Analyst will join a team responsible for administering and enhancing the firm's trading controls and ensuring compliance with investment management agreements, investment...Work at officeNight shiftAfternoon shiftWeekday work$122.76k - $184.14k
...implementation tools to support consistent HR M&A execution.Experience preparing leadership-ready materials, governance structures, portfolio reporting, project plans, dashboards, and implementation tools.Working knowledge of HR due diligence, Day 1 readiness, post-close...Full timeWork at officeShift work$86.25k - $172.5k
...Portfolio Analytics & Strategy Senior At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Full timeTemporary workPart timeWork experience placementWork at office$90k - $180k
...leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare,... ..., track and analyze glucose levels.As a Senior Financial Analyst, you will be part of the Global Operations and Quality Finance...Worldwide$117.44k - $176.16k
We are so glad you are interested in joining Sutter Health!Organization:SHSO-Sutter Health System Office-ValleyPosition Overview:Supports system's Finance strategic objectives, providing long-term financial planning, operational performance analysis, financial feasibility...Full timeWork at officeLocal areaShift work- Cypress HCM seeks a Business Analyst I to support HR Technology on a part‑time basis. The role centers on Jira governance, portfolio hygiene, and enterprise reporting for Adobe’s HR initiatives. You will drive data integrity and partner with cross‑functional teams to maintain...Remote jobPart time
- About Grocery Outlet: Our Mission: Touching lives for the betterOur Vision: Touching lives by being the first choice for bargain-minded consumers in the U.S.Our Values & Behaviors: Achievement, Diversity, Entrepreneurship, Family, Fun, Integrity & ServiceAbout the Team:...Full time
- Job Description We are seeking a skilled and detail-oriented Senior Acquisition Analyst to support our GTEAD effort at Shaw AFB in South Carolina. The ideal candidate will manage and oversee the full lifecycle of Other Transaction Authority (OTA) agreement development,...Full timeContract workTemporary workFor contractorsFor subcontractorWork at officeRemote workFlexible hours
- DescriptionThe successful candidate will join the Commercial Finance team within Kaiser Permanente's Finance organization, supporting financial planning, forecasting, executive reporting, dashboard development, and business performance analysis for the commercial lines ...Work experience placement
$120k - $150k
...well lived. Job Description Cresset is seeking an Investment Analyst to join Cresset’s Wealth Advisory team. The Investment Analyst... ...experienced Wealth Advisory team. Key Responsibilities Review client portfolios and assist Advisors with the development, presentation, and...Full timeTemporary workInternshipWork at officeLocal areaFlexible hours- JLL is seeking an Investment Sales Advisory Analyst in San Francisco to handle multifamily asset sales. This role involves underwriting, market research, and preparing marketing materials while collaborating with a dynamic team. The ideal candidate should have 1-3 years...
$128.55k - $222.82k
...transaction lifecycle, including sourcing, structuring, underwriting, and recommending investments for approval, while also supporting portfolio management activities to protect asset quality and minimize losses. Additional responsibilities include portfolio oversight,...Temporary workLocal areaHome officeFlexible hours- ...notifications when new job openings matching "Private Equity / Analyst jobs in San Francisco, United States" are published.## About... ...defining software businesses. We organize investments into focused portfolios with deep domain expertise and proven operational playbooks....Permanent employmentFull timePart time
$145k - $155k
...systematically scale marketing, sales and customer success at its portfolio companies. Founded in 2012 and based in San Francisco, Turn/... ...and Europe. About the Role This is a 2 year, entry‑level Analyst program beginning August 2027 We’re looking for driven individuals...Full timeSummer workWork at officeWork from homeHome officeMonday to FridayFlexible hours- ...The David and Lucile Packard Foundation is seeking an Investment Operations Analyst to join the Investments team in a role that spans multiple asset classes. You will help manage operational and accounting processes, work closely with team members, and contribute to the...Remote work
$80k - $90k
...Analyst Position at Interstate Equities Corporation Interstate Equities Corporation (IEC) is a vertically integrated real estate investment... ...quarterly reporting for private equity funds Fund Roll-ups, portfolio return projections, and equity forecasting In this role you...Work at officeFlexible hours- ...Associate Director - Investment Analyst (Wealth Advisory) We are seeking an Investment Analyst to join our Wealth Advisory team.... ...Wealth Advisory team. Key Responsibilities Review client portfolios and assist Wealth Advisors with the development, presentation,...Contract workInternshipWork at office
$125k
...presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform extensive financial/valuation analyses to value debt and equity for mergers...Temporary workSummer internship- Alameda County Transportation Commission is seeking an Assistant Director of Finance to lead budgeting, treasury, cash management, and financial reporting. This role oversees accounts payable/receivable, grants management, payroll, debt management, and internal controls...Local area
$123.1k - $141.57k
SEIU Local 1021 is seeking a Finance Manager in Oakland to lead the finance team with operational oversight and compliance responsibilities. The successful candidate will supervise staff, ensure financial accuracy, and manage accounting protocols. Qualified candidates should...Local area$90k - $180k
...committed to continuous improvement in the way patients and professionals measure, track and analyze glucose levels. As a Senior Financial Analyst, you will be part of the Global Operations and Quality Finance department at the headquarters in Alameda, CA. This role will...$102k
...functional areas and are trusted advisors to PG&E's senior leadership and Board of Directors. Position Summary We are seeking a Senior Analyst to join its Strategic Finance & Analysis team. This role combines financial modeling, strategic analysis, and evaluation of...Work experience placementWork at officeRemote work1 day per week$126.26k - $189.38k
We are so glad you are interested in joining Sutter Health!Organization:SHSO-Sutter Health System Office-ValleyPosition Overview:Participates in all facets of financial model design, including reserving, rate analysis, and actuarial data mart development. Provides guidance...Full timeWork at officeRemote workShift work
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