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Portfolio Management Analyst II
GM Financial. Support intake management for new requests, initiatives, and work efforts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in portfolio management, project management, and business analysis, with a strong focus on stakeholder collaboration and governance practices. Proficient in developing dashboards and executive presentations while ensuring compliance with portfolio management processes.
Highest-signal resume keywords
Portfolio ManagementProject ManagementDashboard DevelopmentStakeholder ManagementAI Integration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio ManagementProject ManagementBusiness AnalysisGovernance PracticesDashboard DevelopmentReportingCapacity PlanningDemand ManagementData AnalysisProcess Improvement
Soft Skills
Analytical SkillsProblem-SolvingOrganizational SkillsCollaborationInfluencing
Tools & Technologies
WorkfrontAha!JiraAzure DevOpsPower BIMicrosoft Copilot
Certifications & Qualifications
CAPMPMI-ACPSAFeLean Six Sigma Green BeltAgile Certifications
Industry Keywords
Financial ServicesRegulated IndustriesPortfolio GovernanceComplianceEthics
Tech Stack
Tools & technologiesAzure
About the role
Key responsibilities & impact- Support intake management for new requests, initiatives, and work efforts
- Review submissions for completeness and documentation quality
- Maintain portfolio repositories, intake records, and supporting documentation
- Assist with governance meetings, agendas, and action-item tracking
- Ensure compliance with portfolio management processes and standards
- Support portfolio planning and prioritization activities
- Gather and organize information for evaluating work requests
- Assist with capacity planning, demand management, and prioritization exercises
- Maintain portfolio status information and planning artifacts
- Prepare recurring portfolio reports and dashboards
- Maintain portfolio metrics, scorecards, and tracking mechanisms
- Assist with executive-ready presentations and status updates
- Identify discrepancies, gaps, and reporting issues
- Coordinate meetings, communications, and follow-up activities
- Partner with stakeholders to gather updates and maintain portfolio information
- Track action items, risks, issues, and dependencies
- Support collaboration across business and technology teams
- Improve portfolio management processes and reporting
- Assist in documenting standard operating procedures
- Identify opportunities for increased efficiency, automation, and consistency
Requirements
What you’ll need- Knowledge of portfolio management, program management, project management, business analysis, or governance practices
- Strong analytical, problem-solving, and organizational capabilities
- Ability to independently manage stakeholder relationships
- Experience developing dashboards, reporting, and executive presentations
- Ability to influence and collaborate across functions
- Proficiency with portfolio management and reporting tools
- Ability to use AI tools, such as Microsoft Copilot, to support daily work
- Ability to evaluate AI outputs for accuracy, compliance, and bias
- Experience integrating AI into workflows to improve efficiency or insights
- Familiarity with AI-assisted research, summarization, and content generation
- Understanding of responsible AI use, including ethics and data protection
- 2–5 years of experience in portfolio management, project management, program management, business analysis, governance, operations, technology delivery, or related disciplines required
- Experience supporting cross-functional initiatives with multiple stakeholders required
- Experience with Workfront, Aha!, Jira, Azure DevOps, Power BI, or similar platforms preferred
- Experience supporting portfolio governance, prioritization, or demand management activities preferred
- Experience within financial services or other regulated industries preferred
- Bachelor's Degree in Business Administration, Finance, Marketing, Information Systems, Technology, Project Management, or related field; or equivalent work experience required
- CAPM, PMI-ACP, SAFe, Lean Six Sigma Green Belt, Agile certifications, or similar credentials preferred
- Candidates must not require visa sponsorship
- This position is not open to agency submissions
Benefits
Comp & perks- 401K matching
- Bonding leave for new parents: 12 weeks, 100% paid
- Tuition assistance
- Training
- GM employee auto discount
- Community service pay
- Nine company holidays
- Bonus eligibility
- Flexible hybrid work environment