Portfolio Analyst

Key Required Skills

Portfolio Analysis and management, process improvements, presentation skills and problem resolution techniques.


Position Description

• Serve as a liaison between the finance organization and agency components regarding CPIC activities to ensure effective communication and execution
• Provide directed advisory and coaching support to components, staff and key stakeholders on processes and programmatic issues
• Review and update Agency CPIC guidelines as changes occur from OMB and other oversight bodies. Perform various ad hoc analyses as requested by the customer
• Effectively communicate strategy to organizational and technical leadership

Detailed Skills Requirements

Basic Qualifications:

• Bachelor’s Degree in business analytics, finance or a related field
• Masters or Doctorate degree may substitute for required experience
• Ability to research and gather performance data on projects
• 2+ years of experience in Portfolio Management
• 2+ years of experience in supporting, developing and guiding portfolio management type process improvements
• 2+ years of experience in developing, collecting, analyzing and presenting research data to support process improvements
• Experience collaborating between self-organizing, cross-functional teams for software development
• Experience with problem resolution techniques
• Knowledge of federal CPIC guidance and requirements
• Ability to provide impact analyses
• Ability to provide risk analyses

Required Skills:

• Rapid and flexible response to change along with self-organization and motivation
• Experience performing systems analysis that cross multiple components
• Expertise in writing, listening, note taking along with effective communication skills
• Experience in Return on Investment and Cost Benefit Analysis
• Strong oral and written communication skills, with the ability to communicate technical topics to management and non-technical audiences through formal training sessions, as well as interface with the customer on a daily basis

Desired Skills:

• Self-starter, highly motivated individual, and a team player who adapts to a dynamic work environment
• Prior SSA or Federal government experience

Education

• Master’s degree and 6+ years of experience in a training-related field or bachelor’s degree and 8+ years of experience in a training-related field
• Must be able to obtain a Public Trust.

REF: JOB-4240