Portfolio Analyst

Wismettac Asian Foods, Inc • Santa Fe Springs, CA

1d • Onsite

About The Position

The Portfolio Analyst supports portfolio decision-making by conducting SKU-level performance analysis, maintaining data accuracy, and delivering structured reporting across the product portfolio. This role plays a key part in portfolio governance by preparing data, coordinating cross-functional inputs, and supporting monthly portfolio review processes. The analyst owns data accuracy and reporting consistency, ensuring reliable insights in a fast-paced, evolving environment.

Requirements

• Bachelor's degree in Marketing, Business Analytics, or Economics
• 3 years of experience in the industry, specifically with food manufacturers or distributors.
• Understanding "velocity" (how quickly a product moves off the shelf) and "margin erosion" is critical in this field.
• Experience performing "ABC Analysis" to categorize products by their contribution to revenue and volume.
• A proven track record of working between Purchasing, Sales, and Warehouse Operations to coordinate product exits or new launches.
• Advanced Excel Proficiency: Mastery of VLOOKUP, pivot tables, and complex formulas for high-volume data manipulation.
• Business Intelligence (BI): Experience utilizing Power BI or Tableau to visualize trends and performance.
• Financial Literacy: A solid understanding of core metrics, including Sales, Margin, and COGS.
• Reporting Excellence: Proven ability to manage recurring reporting cycles with consistent reliability and speed.
• Analytical Rigor: High level of accuracy and attention to detail when managing large, SKU-level datasets.
• Data Translation: Ability to synthesize complex data into clear, actionable insights for stakeholders.
• Strategic Alignment: Ability to connect individual SKU performance to broader portfolio health and impact.
• Analytical Reasoning: Strategic thinking with the ability to translate business goals into actionable project plans. The capacity to break down complex problems into manageable components and identify trends within "noisy" data.
• Commercial Awareness: Deep understanding of the product lifecycle, margin leakage, and cost allocation drivers.
• Agility & Initiative: A continuous improvement mindset with the ability to navigate fast-paced environments, even when faced with incomplete data.
• Adaptability: The ability to pivot forecasts quickly when market conditions or company priorities shift overnight.
• Ethical Integrity: As analysts handle sensitive and confidential data, they must maintain the highest standards of honesty and objectivity.

Nice To Haves

• Familiarity with SQL or similar database tools is a plus.

Responsibilities

• Analyze SKU-level performance (sales, margin, velocity) across a broad food portfolio to identify risks such as slow-moving inventory and margin erosion.
• Execute structured analyses (e.g., ABC analysis, scorecards) to support SKU evaluation and portfolio rationalization (Grow, Maintain, Exit).
• Maintain portfolio master data (SKU mapping, category tagging) to ensure consistency across systems, channels, and temperature states.
• Build and manage dashboards and recurring reports to support category performance tracking and business decision-making.
• Prepare and deliver monthly portfolio review materials for cross-functional alignment.
• Evaluate product mix to identify concentration risks (e.g., supplier or category dependency) and portfolio inefficiencies.
• Monitor the external market and competitive landscape to identify portfolio gaps and optimization opportunities.
• Support portfolio governance by preparing data and materials for cross-functional reviews, ensuring visibility on product lifecycle status.
• Coordinate with Product, Finance, Sales, and Supply Chain to align on inventory, procurement, and portfolio priorities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees