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.

Responsibilities

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

Qualifications

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

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