Portfolio Analyst

This is a remote role that may only be hired in California.

The Portfolio Analyst provides critical data insights that support strategic portfolio prioritization across First Citizens Bank. This role is responsible for analyzing demand, capacity, and execution data; ensuring portfolio information quality; and delivering dashboards and reporting that guide decision-making. The analyst works closely with the Portfolio Consultant to surface trends, highlight risks, and identify opportunities for process and data improvement across the enterprise portfolio.

• Analyze enterprise demand, capacity, resource utilization, and delivery data to produce insights that directly support portfolio prioritization and sequencing.
• Develop data-driven recommendations that improve visibility into work intake, strategic alignment, funding impact, and cross-portfolio dependencies.
• Identify trends, patterns, and anomalies that may impact prioritization decisions or enterprise planning.

Data Quality & Portfolio Governance Support

• Conduct regular reviews of portfolio data to ensure accuracy, completeness, and alignment with portfolio standards.
• Flag data issues, gaps, or inconsistencies and partner with the Portfolio Consultant to drive process corrections and data governance improvements
• Support the definition and evolution of enterprise portfolio metrics, KPIs, and reporting standards.

Dashboarding & Reporting

• Build and maintain portfolio dashboards that visualize demand, capacity, prioritization criteria, and overall portfolio health.
• Publish recurring (weekly, monthly, quarterly) portfolio reports for senior leadership.
• Translate complex data into clear, actionable visuals and summaries for decision-makers.

PPM Tools & Systems (Clarity/Planview)

• Leverage enterprise PPM tools (Clarity or Planview preferred) to extract, analyze, and validate portfolio information.
• Support enhancements, configurations, and portfolio views that improve data visibility and prioritization workflows.
• Partner with Technology, EPMO, and cross-functional teams to enhance data capture and reporting maturity.

Bachelor's Degree and 4 years of experience in Analytics, or Modeling, or Reporting OR High School Diploma or GED and 8 years of experience in Analytics, or Modeling, or Reporting

Additional Requirements:

• Portfolio management, project analytics, PMO operations, or a similar data-driven role.
• Strong understanding of demand and capacity concepts. Must be able to interpretate demand/capacity data.
• Hands-on experience with a PPM tool (Clarity, Planview, or equivalent).
• Advanced Excel skills, including Pivot Tables and data modeling.
• Strong analytical ability with experience interpreting complex datasets.
• Ability to communicate insights clearly to leadership.

Preferred:

• Experience with Power BI or similar dashboarding tools.
• Background supporting portfolio prioritization or enterprise governance.

The base pay for this position is generally between $85,350 and $147,940. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here: https://jobs.firstcitizens.com/benefits

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