Associate Portfolio Analyst (financial services and FinTech environment) jobs in United States
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Net2Source (N2S) · 18 hours ago

Associate Portfolio Analyst (financial services and FinTech environment)

Net2Source (N2S) is seeking an Associate Portfolio Analyst to manage all aspects of the operating expense base for the Tech Portfolio Management organization. The role requires establishing partnerships with leadership and peers to ensure financial success through effective management of operating expenses, alongside driving continuous improvement of portfolio processes.

B2BDeliveryHuman ResourcesInformation Technology
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Growth Opportunities

Responsibilities

Supports financial tracking of projects and portfolios using data from the Enterprise Portfolio Management System, ensuring financial data integrity and aiding in budget management, with guidance from peers and leaders
Provides administrative support to project management resources for system updates and maintenance, ensuring data consistency and reliability
Plays key role in driving continuous improvement of portfolio processes through tooling and automation, identifying, influencing and implementing best practices to enhance overall Portfolio Management efficiency and effectiveness
Builds strong partnerships across technology, product, finance, and the business to understand stakeholder needs, manage expectations, user requirements and deliver against strategic priorities
Acts as change agent throughout the organization with an ability to guide individuals and teams through transition while enabling and supporting implementation of process and tool improvements to maximize benefits

Qualification

ApptioJiraPower BIAdvanced ExcelFinancial modelingData analyticsChange managementAgile methodologiesRelationship buildingCommunication skillsProblem-solvingTime management

Required

Bachelor's degree in business administration, Finance, Information Technology, and/or comparable experience; advanced degree preferred
Advanced technical skills including but not limited to Apptio, Jira, VIVAR, Power Bl, advanced Excel, General Ledger, and Al tools (including ChatGPT and Copilot) with experience in leveraging automation to drive data analytics and financial modeling
Ability to synthesize complex financial data for a non-finance savvy audience
Strong relationship building with the ability to collaborate and influence without authority
Demonstrated success navigating change and exhibiting intellectual curiosity to challenge the status quo and support significant transformation for optimal Impact
Proven track record of recognizing potential issues early and working toward thoughtful, solution-focused options
3+ years of related experience in technology project management, portfolio management, project management with the proven ability to execute tasks quickly under tight timelines

Preferred

Ability to execute and maintain high performance under tight timelines and competing demands
Excellent written and verbal communication; advanced or expert PowerPoint and visual presentation skills a plus
Self-motivated and adaptable; ability to manage time effectively and thrive in ambiguous situations with limited leadership oversight
Experience within a large technology, financial services or FinTech environment with working knowledge of software development processes and Agile methodologies
Understand linkages between supply and demand spent provide meaningful, actionable insights and recommendations to ensure targets are achieved
Understanding of multiple business functions preferred

Company

Net2Source (N2S)

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Net2Source (N2S) is a Minority owned global workforce solutions company recognized by SIA as the largest and fastest-growing Total Talent Solutions provider with a presence in 34 countries and in-house Glo-Cal (global and local) teams to support our clients.

Funding

Current Stage
Late Stage

Leadership Team

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Ashish Garg
Founder & CEO
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Company data provided by crunchbase