Portfolio Management Analyst II

GM Financial•Fort Worth, TX

2d•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 supports intake and governance processes; gathers and organizes information for planning and prioritization; prepares portfolio reports, dashboards, metrics, and executive-ready materials; coordinates stakeholders and tracks actions, risks, issues, and dependencies; and helps improve portfolio processes, documentation, efficiency, automation, and consistency. The role also uses AI tools to support daily work and requires evaluating AI outputs for accuracy, compliance, and bias, while using AI responsibly.

Requirements

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.
Skill in evaluating AI outputs for accuracy, compliance, and bias.
Experience integrating AI into workflows to improve efficiency or insights.
Familiarity with AI-assisted research, summarization, and content generation.
Understanding of responsible AI use, including ethics and data protection.
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.

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.
Ensure compliance with established portfolio management processes and standards.
Support portfolio planning and prioritization activities.
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 portfolio 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.
Partner with stakeholders to gather updates and maintain portfolio information.
Track action items, risks, issues, and dependencies.
Support collaboration across business and technology teams.
Support improvements to portfolio management processes and reporting.
Assist in documenting standard operating procedures.
Identify opportunities for greater efficiency, automation, and consistency.