Portfolio Management Analyst II

GM Financial•Irving, TX

1d•Hybrid

About The Position

The Portfolio Management Analyst II supports portfolio planning, governance, prioritization, reporting, and execution management across Digital Marketing and Technology initiatives. The role independently manages portfolio processes, facilitates stakeholder alignment, develops analytical insights, drives reporting, and supports decision-making across multiple initiatives. It contributes to operational excellence by improving portfolio visibility, consistency, and execution discipline. The position is intended for a candidate local to Dallas, Texas, and offers a flexible hybrid arrangement with three days per week in the office. The posting remains open until filled.

Requirements

2–5 years of experience in portfolio management, project management, program management, business analysis, governance, operations, technology delivery, or related disciplines.
Experience supporting cross-functional initiatives with multiple stakeholders.
Bachelor’s degree in Business Administration, Finance, Marketing, Information Systems, Technology, Project Management, or a related field, or equivalent work experience.
Knowledge of portfolio management, program management, project management, business analysis, or governance practices.
Strong analytical, problem-solving, and organizational capabilities.
Ability to independently manage stakeholder relationships.
Experience developing dashboards, reporting, and executive presentations.
Ability to influence and collaborate across functions.
Proficiency with portfolio management and reporting tools.
Ability to use AI tools, such as Microsoft Copilot, to support daily work; evaluate AI outputs for accuracy, compliance, and bias; and integrate AI into workflows to improve efficiency or insights.
Familiarity with AI-assisted research, summarization, and content generation, and understanding of responsible AI use, including ethics and data protection.

Nice To Haves

Experience with Workfront, Aha!, Jira, Azure DevOps, Power BI, or similar platforms.
Experience supporting portfolio governance, prioritization, or demand management activities.
Experience within financial services or other regulated industries.
CAPM, PMI-ACP, SAFe, Lean Six Sigma Green Belt, Agile certifications, or similar credentials.

Responsibilities

Support intake management for new requests, initiatives, and work efforts; review submissions for completeness and documentation quality.
Maintain portfolio repositories, intake records, and supporting documentation.
Assist with governance meetings, agendas, and action-item tracking, and ensure compliance with established portfolio processes and standards.
Support portfolio planning and prioritization; gather and organize information used to evaluate work requests.
Assist with capacity planning, demand management, and prioritization exercises; maintain portfolio status information and planning artifacts.
Prepare recurring portfolio reports and dashboards; maintain metrics, scorecards, and tracking mechanisms.
Assist in developing executive-ready presentations and status updates; identify discrepancies, gaps, and reporting issues.
Coordinate meetings, communications, and follow-up activities; gather stakeholder updates and maintain portfolio information.
Track action items, risks, issues, and dependencies, and support collaboration across business and technology teams.
Support improvements to portfolio management processes and reporting; document standard operating procedures and identify opportunities for efficiency, automation, and consistency.