Strategy & Portfolio Analyst III

Pekin Insurance

. Facilitate and support business- and department-level strategic planning processes .

Posted 10/9/2026full-timePekin • Illinois • United StatesMid-LevelSenior💰 $83,000 - $111,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic planning and execution, with a strong ability to analyze market trends and competitive intelligence. Proficient in portfolio management and governance processes, with effective communication skills to influence stakeholders and drive alignment across cross-functional teams.

Highest-signal resume keywords

Strategic PlanningPortfolio ManagementChange ManagementBusiness AnalysisEffective Communication

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Strategic PlanningBusiness AnalysisPortfolio ManagementProgram ManagementDemand IntakePrioritizationGovernance ProcessesMarket Trend AnalysisDecision-MakingSituational Analysis

Soft Skills

InfluencingCritical ThinkingIndependent WorkProblem Solving

Tools & Technologies

Microsoft Office SuiteSharePoint

Industry Keywords

Insurance IndustryCommercial LinesPersonal LinesLife InsuranceStrategy FrameworksOKRsBalanced ScorecardOGSM4DX

About the role

Key responsibilities & impact

Facilitate and support business- and department-level strategic planning processes
Design and conduct strategy reviews and alignment meetings
Create and maintain strategy communications, including goals, priorities, scorecards, results, and governance decisions
Manage the portfolio intake process for new initiatives, enhancements, and requests
Monitor portfolio progress and effectiveness, providing updates and recommendations for adjustments
Support implementation and enablement of the company’s strategy framework, documentation, and execution systems
Develop change management plans to gain adoption
Partner with cross-functional teams and business stakeholders to define strategic objectives, business goals, and target outcomes
Analyze internal and external sources, including market trends, competitive intelligence, and emerging risks
Prepare and present reports and presentations to senior leadership
Develop workshop facilitation materials and strategy enablement resources
Maintain a consolidated view of portfolio demand, prioritization status, and supporting documentation
Identify conflicting requests and facilitate discussions to resolve competing priorities
Assess portfolio requests using criteria including business value, risk, urgency, dependencies, and strategic alignment
Prepare portfolio insights and recommendations for governance review and prioritization discussions
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree in business, organizational leadership, communications, or a related field, or equivalent work experience
Typically requires 4+ years of experience in strategic planning, business planning, business analysis, management consulting, or corporate communications
Applicants must be authorized to work in the U.S. without sponsorship now or in the future
Familiarity with strategy and execution frameworks such as Playing to Win, OKRs, Balanced Scorecard, OGSM, and 4DX
Experience with portfolio management, program management, demand intake, prioritization, or governance processes
Experience working in strategy, business development, financial planning, or transformation office
Experience in the insurance industry, particularly in Commercial Lines, Personal Lines, or Life Insurance
Demonstrated ability to communicate effectively across all levels of the organization, influence business leaders and cross-functional teams, think critically and connect tactical details to enterprise strategy, work independently in a fast-paced environment, and write, collect, and review data
Demonstrated skill in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems; situational analysis and decision-making
Demonstrated knowledge of strategic planning and execution, industry standards, and Microsoft Office Suite, including SharePoint

Benefits

Comp & perks

Health, Dental and Vision Insurance
Generous 401(k) with company match
Paid Time Off (PTO) with Paid Holidays
Flexible/Hybrid Work Schedule
Paid Volunteer Program