Portfolio Analyst

The Portfolio Analyst role at Credera is a Business Analyst function focused on supporting Portfolio Operations. This position plays a crucial role in executing internal Finance, Operations, and Risk Management functions through the North America Portfolio structure. The Portfolio Analyst orchestrates Risk Management processes, escalates to senior North American leadership as needed, and tracks information about all North America client accounts based on information from Portfolio Leaders and Client Leads. This role will analyze complex data sets, ensure risk management processes are followed, and work with delivery leaders to track client data.

Job Duties

Core Responsibilities

• Execute and maintain portfolio reporting
  • Administer weekly tracking and updates for North America pipeline across portfolios
  • Coordinate updates of monthly reforecast data from all portfolios
  • Maintain client and portfolio key metric reporting (e.g., targets, incentives, etc.)
  • Understand client and portfolio data in order to identify patterns and trends in the data
  • Support ad-hoc Portfolio reporting requests as needed
• Administer and coordinate internal Risk Management controls across portfolios
  • Track commercial review process for new work outside of target Risk Management KPIs
  • Administer working-at-risk policy and process along with Finance team
  • Support additional Risk Management processes/controls as needed
• Maintain and execute processes to identify, correct, and, where possible, prevent data-hygiene issues in Portfolio data in internal systems – this will at times include holding senior leaders accountable to data accuracy and hygiene requirements
• Identify areas for improvement and recommend changes for processes, systems, and reporting related to Credera’s portfolio operations

Supportive Responsibilities

• Act as tier 2 support for client delivery leaders’ requests for assistance with operational systems and processes by maintaining documentation, training tier 1 support personnel, and providing oversight and back up coverage
• Act as a business analyst for strategic initiatives related both to Credera’s systems and reporting landscape as well as internal processes (e.g., internal applications and reports, risk management processes, etc.)
  • Work with key stakeholders and business owners to identify needs for new analysis efforts related to processes, reporting, or systems
  • Interview stakeholders and subject matter experts, document pain points, synthesize findings, and document preliminary analysis to inform requirements and acceptance criteria
  • Work with team and business stakeholders to address questions during the development process
  • Train employees to use new tools or follow new processes
  • Define methods for measuring the effectiveness of new tools and processes to maintain quality standards
• Support communications and training related to any Portfolio Operations systems or process changes

Qualifications

Knowledge & Skills

• Strong attention to detail and ability to handle multiple tasks simultaneously
• Excellent written and verbal communication skills
• Strong analytical and problem-solving skills
• Flexibility and ability to prioritize based on ever-changing business demands
• Experience with reporting and analysis
• Ability to collaborate with executive-level stakeholders
• Proficiency with Microsoft Office suite products, particularly Excel and PowerPoint
• Understanding or experience with consulting business models and operations is very helpful, but not strictly required

Education & Experience

• Bachelor's degree
• 2-4 years of professional experience
• 2-3 years of experience in the consulting industry preferred