Senior Investment Analyst, Asset Management
ConfidentialJob Description
Portfolio Analyst
Employment Type: Full-Time
Experience Level: 4-6 years
We are seeking a detail-oriented Portfolio Analyst who will play a critical part in driving strategic execution, OKR governance, executive reporting, and communications across the Infrastructure and Platforms organization. Design and produce high-impact executive presentations, translating complex data into clear, compelling narratives.
Support OKR tracking and performance management across CTO service towers, ensuring alignment with strategic goals.
Provide program and project oversight by coordinating milestone tracking, risk/issue management across CTO Chapters.
Act as a trusted deputy to the Chief of Staff, flexing across planning, operations, and communications as needed.
Coordinate “CTO Wide” event planning such as Town Halls and Leadership offsite meetings.
Lead data collection and analysis across a variety of CTO work in partnership with IT Finance, HR, CTO Leadership, and Portfolio Leads.
Serve in a ‘utility role’, providing support as needed across the Office of the CTO.
Required Skills & Experience :
~4-6 years of experience in project management, business operations, or executive communications within a technology or enterprise environment.
~ Proven ability to manage OKRs, performance metrics, and executive-level reporting.
~ Exceptional written and verbal communication skills, with demonstrated experience in creating and delivering presentations to senior leadership.
~ Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word); experience with Clarity, Apptio, or similar tools a plus.
~ High emotional intelligence and ability to influence without authority in a matrixed organization.
Experience with a Project Management or Chief of Staff role supporting senior leadership within a technology organization
Familiarity with Agile and Waterfall methodologies
Experience with financial planning, compliance tracking, or vendor coordination
Competitive compensation and comprehensive benefits.
Continuous learning and growth opportunities in geospatial and risk analytics technologies.
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