Portfolio Management Analyst (PMA)

Hartman Executive Advisors•Baltimore/Washington DC Metro Area, MD

About The Position

Hartman Executive Advisors was founded with the vision of providing business-focused, vendor-independent consulting to mid-sized companies. As independent, trusted strategic advisors to our clients, Hartman’s mission is to create meaningful business outcomes that foster growth, greater financial returns and market dominance. By developing a deep understanding of the business challenges arising from poorly aligned technology and uncovering the transformational opportunities that result from strategically aligned technology, we set the path to advance, cultivate and leverage people, processes, and systems to change and transform organizations. At Hartman, we deliver powerful business outcomes by leveraging technology strategy as a game-changer for our clients. Position Summary The Portfolio Management Analyst (PMA) provides strategic and structured operational support to the CIO in managing IT functions across multiple client accounts. This role contributes to consistent, high-quality service delivery by maintaining accurate project documentation, coordinating meetings and deliverables, and tracking key performance indicators. The PMA plays a critical role in supporting governance, operational execution, performance reporting, and stakeholder communication, enabling the CIO to make informed decisions and deliver consistent, high-quality services.

Requirements

Minimum 3 years of experience, preferably project management background
Strong organizational and communication skills
Experience with project management tools
Ability to manage multiple projects, vendors and stakeholders
Familiarity with performance metrics and reporting
High attention to detail
Ability to work in a fast-paced environment
Multitasking and prioritizing
Proactive
Demonstrate Strong Leadership and Communication Skills
Team Player
Data analytics
Project management
Problem solving

Responsibilities

Monitor and report KPIs and metrics (realization, utilization, budget vs. forecast, etc.) to the CIO for decision-making on a weekly (or mutually decided on) cadence
Maintain project and portfolio-level forecasts in Kantata
Ensure consistent application of Hartman templates and deliverables across all accounts
Ensure timely and cost-effective project delivery
Respond to ad hoc CIO requests in a timely manner, including resource adjustments, WBS changes, and KPI reporting
Manage and maintain client Production Schedules using Smartsheet (or client system) including project and resource estimating
Coordinate and support CIO in recurring IT Team meetings, including agenda preparation, meeting notes/action items/decisions and documentation and follow up
Represent the Hartman CIO in vendor, stakeholder and team meetings independently, as needed
Monitor and update Kantata projects for task tracking, resource hours, realization tracking, KPI accuracy, and resource utilization
Prepare client-facing deliverable materials (e.g., Investment Committee presentations) and ensure timely delivery
Support Team members with calendar management and scheduling, documentation, and task updates
Escalate discrepancies in KPIs, resource hours, or project scope to the CIO/project lead
Identify new opportunities to drive Hartman’s growth in client accounts
For initiatives without a dedicated PM, create light-weight work breakdown structures and track deliverables, tasks, timeline, budget, resources and performance
Build and manage detailed project plans for how projects are executed, monitored and closed out (if needed)
Develop and manage communication plans, project charters, meeting agendas, document decisions and action items
Ensure tasks and deliverables are on track and completed by promised delivery dates