About The Position

We are seeking a highly organized and proactive Portfolio Manager & PI Planning Coordinator to support business operations through a combination of ad hoc portfolio management activities and large-scale planning event coordination. This role operates in a fast-paced, ambiguous environment and requires strong communication, analytical, and cross-functional collaboration skills. The ideal candidate is a self-starter who can synthesize information from multiple sources, manage competing priorities, and translate data into clear, actionable insights for stakeholders.

Requirements

  • Strong organizational and project coordination skills
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Excellent communication and interpersonal skills, with the ability to work across teams
  • Ability to synthesize complex information from multiple sources into clear, concise outputs
  • Comfortable working in ambiguous environments with minimal direction
  • Strong attention to detail and ability to meet tight deadlines
  • Self-starter mindset with a proactive approach to problem-solving

Nice To Haves

  • Experience supporting PMO, portfolio management, or business operations functions
  • Experience coordinating large-scale meetings or events
  • Familiarity with enterprise tools (e.g., project tracking systems, reporting tools)
  • Exposure to AI-enabled tools or interest in process automation is a plus

Responsibilities

  • Support portfolio management activities through ad hoc analysis, reporting, and presentation development
  • Gather, analyze, and synthesize data from multiple systems and stakeholders to provide clear insights and recommendations
  • Develop executive-ready materials (e.g., PowerPoint presentations, Excel analyses) to communicate portfolio status and key updates
  • Collaborate cross-functionally with stakeholders to collect inputs, clarify requirements, and ensure alignment
  • Operate effectively in ambiguous situations, taking initiative to define next steps and drive work forward
  • Learn and apply internal tools, processes, and tracking mechanisms to support end-to-end portfolio visibility
  • Document workflows and contribute to improving current processes, including identifying opportunities for future automation
  • Support coordination of enterprise-wide Program Increment (PI) Planning events conducted on a 12-week cadence
  • Manage logistics for large-scale, in-person planning sessions (300+ attendees), including: Room reservations and space planning, Coordination of materials (e.g., name tags, supplies), On-site event support and execution
  • Monitor inventory and manage ordering of supplies to support ongoing planning events
  • Collaborate with internal teams to ensure seamless execution of planning activities

Benefits

  • Competitive compensation
  • Comprehensive insurance options
  • Matching contributions through the 401(k) plan and the share purchase plan
  • Paid time off for vacation, holidays, and sick time
  • Paid parental leave
  • Learning opportunities and tuition assistance
  • Wellness and Well-being programs
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