The Portfolio Management Analyst III is responsible for leading portfolio planning, governance, prioritization, execution visibility, and strategic portfolio management activities across Digital Marketing and Technology initiatives.
This role serves as a key advisor to leadership by providing portfolio insights, governance recommendations, prioritization guidance, execution transparency, and operational maturity improvements. The Analyst III drives alignment across functions, facilitates governance forums, influences decisions, and supports leadership in achieving business objectives through effective portfolio management practices.
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Knowledge and Skills
- Advanced knowledge of portfolio management, governance, business analysis, and program management practices
- Strong strategic thinking and executive communication abilities
- Ability to influence business decisions and organizational outcomes
- Advanced analytical, problem-solving, and stakeholder management skills
- Experience facilitating governance forums and executive-level discussions
- Ability to translate complex information into actionable recommendations
- Advanced proficiency with portfolio reporting, planning, and analytics tools
- Experience supporting privacy programs, customer data governance initiatives, consent management platforms, or marketing technology ecosystems within financial services or other highly regulated industries.
Work Experience
- 5+ years of experience in portfolio management, program management, project management, business analysis, governance, operations, technology delivery, or related disciplines required
- Experience leading cross-functional initiatives involving multiple business and technology stakeholders required
- Experience developing executive-level reporting, governance materials, business cases, and strategic recommendations required
- Experience supporting Digital Marketing, Customer Experience, Product Management, Technology, Analytics, or Enterprise Transformation organizations preferred
- Experience leading portfolio governance, demand management, capacity planning, or prioritization activities preferred
- Experience within financial services or other highly regulated industries preferred
Education
- High School Diploma or equivalent required
- Bachelor''s Degree in Business Administration, Finance, Marketing, Information Systems, Technology, Project Management, or related field; or equivalent work experience required
- Master''s Degree in Business Administration or related discipline preferred
Portfolio Governance & Intake Management
- Lead portfolio governance and intake management activities
- Establish and maintain governance standards, controls, and operating procedures
- Facilitate governance forums and support executive decision-making
- Drive portfolio transparency, accountability, and compliance
Portfolio Planning & Prioritization
- Lead portfolio planning and prioritization efforts
- Develop strategic recommendations, trade-off analysis, and sequencing options
- Partner with leaders to align portfolio investments with business objectives
- Influence prioritization and resource allocation decisions
Reporting & Portfolio Visibility
- Develop executive dashboards, scorecards, and portfolio reviews
- Present portfolio health, performance metrics, risks, and recommendations to leadership
- Deliver actionable insights that support strategic decision making
- Drive continuous improvement of portfolio reporting and visibility
Stakeholder Coordination
- Serve as a trusted partner across business and technology organizations
- Lead coordination efforts involving complex dependencies and competing priorities
- Drive issue resolution and escalation management
- Influence outcomes without direct authority
Continuous Improvement
- Identify and implement portfolio management best practices
- Drive maturity improvements across governance, planning, reporting, and prioritization processes
- Lead initiatives focused on operational excellence and organizational effectiveness
Portfolio Governance & Intake Management
- Lead portfolio governance and intake management activities
- Establish and maintain governance standards, controls, and operating procedures
- Facilitate governance forums and support executive decision-making
- Drive portfolio transparency, accountability, and compliance
Portfolio Planning & Prioritization
- Lead portfolio planning and prioritization efforts
- Develop strategic recommendations, trade-off analysis, and sequencing options
- Partner with leaders to align portfolio investments with business objectives
- Influence prioritization and resource allocation decisions
Reporting & Portfolio Visibility
- Develop executive dashboards, scorecards, and portfolio reviews
- Present portfolio health, performance metrics, risks, and recommendations to leadership
- Deliver actionable insights that support strategic decision making
- Drive continuous improvement of portfolio reporting and visibility
Stakeholder Coordination
- Serve as a trusted partner across business and technology organizations
- Lead coordination efforts involving complex dependencies and competing priorities
- Drive issue resolution and escalation management
- Influence outcomes without direct authority
Continuous Improvement
- Identify and implement portfolio management best practices
- Drive maturity improvements across governance, planning, reporting, and prioritization processes
- Lead initiatives focused on operational excellence and organizational effectiveness