Associate - II

Job Description

• Maintain records of portfolio artifacts, approvals, prioritizations, and decisions to ensure compliance with organizational policies, regulatory requirements, and portfolio management standards.
• Assist in preparing and conducting monthly portfolio review meetings.
• Collect, analyze, and communicate portfolio insights and trends to prepare portfolio data.
• Work closely with the portfolio manager to analyze and interpret data, identify trends, and make recommendations based on findings.
• Provide support to the portfolio manager in data entry, report preparation, and presentations.
• Ensure adequate governance by maintaining proper controls over portfolio processes.
• Track Training & Development (T&D) initiatives from business case creation to delivery.
• Develop financial reports for organizational leaders.
• Assist in budget preparation and forecasting using tools like Excel and Google Sheets.
• Track statements of work and manage invoice processing.
• Collaborate with financial reporting, T&D, and other internal teams to refine processes and improve internal and external reporting.
• Analyze existing process flows, identify problem areas and bottlenecks, and suggest improvements.

Qualifications and Experience

Additional Information

Skills Required

Project Reporting, Financial Analysis, Microsoft Excel, Project Management