Hartman Executive Advisors · 4 months ago
Portfolio Management Analyst (PMA)
Baltimore, MD
Full-time
Onsite
Mid Level
$80K/yr - $80K/yr
3+ years expHartman Executive Advisors is a consulting firm focused on providing strategic technology solutions to mid-sized companies. The Portfolio Management Analyst (PMA) will support the CIO in managing IT functions across multiple client accounts, ensuring high-quality service delivery through effective project documentation, performance tracking, and stakeholder communication.
AdviceConsultingManagement ConsultingProfessional ServicesRisk ManagementSmall and Medium Businesses
Responsibilities
Monitor and report KPIs and metrics (realization, utilization, budget vs. forecast, etc.) to the CIO for decision-making on a weekly (or mutually decided on) cadence
Maintain project and portfolio-level forecasts in Kantata
Ensure consistent application of Hartman templates and deliverables across all accounts
Ensure timely and cost-effective project delivery
Respond to ad hoc CIO requests within 24 hours, including resource adjustments, WBS changes, and KPI reporting
Manage and maintain client Production Schedules using Smartsheet (or client system) including project and resource estimating
Coordinate and support CIO in recurring IT Team meetings, including agenda preparation, meeting notes/action items/decisions and documentation and follow up
Represent the Hartman CIO in vendor, stakeholder and team meetings independently, as needed
Monitor and update Kantata projects for task tracking, resource hours, realization tracking, KPI accuracy, and resource utilization
Prepare client-facing deliverable materials (e.g., Investment Committee presentations) and ensure timely delivery
Support Team members with calendar management and scheduling, documentation, and task updates
Escalate discrepancies in KPIs, resource hours, or project scope to the CIO/project lead
Identify new opportunities to drive Hartman’s growth in client accounts
For initiatives without a dedicated PM, create light-weight work breakdown structures and track deliverables, tasks, timeline, budget, resources and performance
Build and manage detailed project plans for how projects are executed, monitored and closed out (if needed)
Develop and manage communication plans, project charters, meeting agendas, document decisions and action items
Ensure tasks and deliverables are on track and completed by promised delivery dates
Kantata: Project realization, utilization, KPI tracking, and estimating
Smartsheet: Production Schedule management and automation
Microsoft Office Suite: Meeting coordination and documentation
AI: Drive efficiencies within Hartman client service delivery
Production Schedule and Dashboard
Meeting agendas and minutes
Committee presentations
Assessment IEB and Roadmap documents
Leadership Review Meeting materials
Board Presentations
Realization and Utilization KPIs
Personal Revenue
Customer Satisfaction Score
Production Schedule and Dashboard Accuracy
On Time and On Budget Project Delivery
Qualification
Required
Minimum 3 years of experience, preferably project management background
Strong organizational and communication skills
Experience with project management tools
Ability to manage multiple projects, vendors and stakeholders
Familiarity with performance metrics and reporting
High attention to detail
Ability to work in a fast-paced environment
Preferred
Multitasking and prioritizing
Proactive
Demonstrate Strong Leadership and Communication Skills
Team Player
Data analytics
Project management
Problem solving
Benefits
Medical
Dental
Vision
401k with match
Company
Hartman Executive Advisors
An IT leadership and advisory firm providing strategic IT leadership to align business and technology to enable your business goals.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Marie Hartman
Executive Vice President/Co-Founder
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