Portfolio Operations Analyst

Associa • Richardson, TX

10d

About The Position

The Portfolio Operations Analyst provides operational coordination and information management to keep the organization's portfolio of strategic initiatives current, accurate, and ready for governance. The position is part of a newly established Strategy department and reports to the Director of Strategic Portfolio Management.

The Analyst owns portfolio data quality, lifecycle tracking, governance materials, and coordinated information across initiative owners and delivery teams. The role administers portfolio tools and workflows, tracks decisions and dependencies through resolution, and follows up directly with stakeholders when information is missing or overdue. It is not an administrative position, and it does not manage individual projects; project and program management retain that responsibility.

The Analyst works closely with the Manager, Strategic Portfolio Management, maintaining portfolio data, preparing governance materials, and tracking decisions and dependencies. The Director uses this information to facilitate prioritization discussions and bring recommendations to governance.

Requirements

• At least 5 years of experience supporting program, portfolio, or PMO operations, including coordinating meetings, tracking action items, and maintaining structured data.
• Strong organizational skills and demonstrated ability to follow up with stakeholders across an organization for outstanding information.
• Hands-on experience with a portfolio or project-management tool, including data entry, reporting, dashboards, and basic automation.
• Strong attention to detail and demonstrated ownership of data quality and accuracy.
• Ability to prepare clear, executive-ready materials from underlying data.
• Ability to work across multiple stakeholders and initiatives concurrently without formal authority over any of them.

Responsibilities

• Maintain the portfolio inventory and ensure initiative information is current, complete, and accurately reflects initiative status.
• Coordinate initiative intake, ensure submissions include information required for review, and track each initiative's stage through the portfolio lifecycle.
• Prepare validated materials, agendas, and reporting packages for governance meetings, and coordinate inputs and outputs of portfolio and investment decision cycles.
• Maintain decision and action logs with clear owners and due dates; track cross-initiative dependencies; follow up on outstanding items; and flag issues requiring portfolio leadership's attention.
• Maintain resource and capacity information submitted by initiative owners and delivery teams, and provide leadership with data on resource competition across initiatives.
• Maintain accurate portfolio dashboards and produce routine portfolio status and pipeline reports.
• Maintain connections between portfolio-level records and project or delivery information using an “enter once, use at multiple levels” approach, and follow up with project and program managers for required status updates.
• Maintain documentation, templates, and an audit trail of significant portfolio decisions and changes; support automation and process improvements that reduce manual administration.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed