Portfolio Management Analyst

Vertiv•Westerville, OH

1d•Onsite

About The Position

We are seeking a data-driven Portfolio Management Analyst to drive transparency and strategic decision-making across our product portfolio. This role will focus on analyzing product business cases, developing intuitive dashboards for progress tracking, and providing recommendations to optimize our product roadmap and overall portfolio health.

Requirements

Bachelor’s degree in finance, business, strategy, engineering, or related field; MBA preferred.
Advanced proficiency in data visualization tools (Tableau, Power BI, or similar)
Knowledge of Vertiv’s financial systems
Strong analytical skills with experience in financial modeling and business case development
Excellent communication and presentation skills
Proficiency in Excel, SQL, and other data analysis tools
Strategic thinker with strong business acumen and problem-solving abilities

Nice To Haves

MBA preferred

Responsibilities

Drive transparency on product business cases by analyzing financial metrics, resource requirements, and expected ROI
Evaluate and validate assumptions underlying product investments and initiatives
Partner with product teams to ensure accurate representation of costs, benefits, and risks
Design and build executive dashboards that visualize portfolio performance, resource allocation, and progress against strategic goals
Develop KPIs and metrics that provide actionable insights into product health and performance
Automate reporting processes to enable real-time visibility into portfolio status
Present data-driven insights to leadership through clear, compelling visualizations
Analyze market trends, competitive landscape, and customer needs to inform cross-BU roadmap prioritization
Develop data-driven recommendations for future product investments and divestments
Conduct portfolio scenario planning and what-if analyses to support strategic planning
Assess portfolio balance across innovation horizons, risk levels, and strategic themes
Monitor portfolio health metrics including capacity utilization, delivery velocity, and value realization
Identify opportunities to optimize resource allocation across the portfolio
Lead initiatives to improve portfolio governance processes and decision-making frameworks
Support portfolio reviews and strategic planning sessions with stakeholders
Track dependencies and risks across products to ensure proactive mitigation
Collaborate with product managers, finance, and executive leadership to align on priorities
Translate complex portfolio data into clear recommendations for non-technical audiences
Support consensus on portfolio trade-offs and investment decisions
Maintain regular communication cadence with key stakeholders on portfolio status