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Portfolio and Project Management Analyst

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Job ID BAN05367 Date posted 10/14/2020 Location : Bengaluru, India

Position Purpose & Summary

  • Gather data for portfolio reporting
  • Support stakeholders in the project management system usage
  • Create and maintain Portfolio and Project Management (PPM) reports / dashboards
  • Ensuring data quality and consistency for PPM
  • Analyse data for ad-hoc requests
  • Supports Intake and Scheduling processes


Principal Accountabilities

Support to Leadership

  • Supports strategic vision within the portfolio team utilizing an awareness of portfolio management
  • Supports periodic portfolio reviews utilizing a basic knowledge of the project delivery process
  • Responsible for assisting with integration of a subset of standard process areas / systems, including data, education and security across a subset of the organization
  • Acts as support contact to ensure the processes and systems support the business. Tracks and organizes requirements, and prioritizes them ensuring alignment with regional portfolio managers and other key stakeholders.
  • Member of a team. Maintains professional relationships across a diverse, multifaceted global organization


  • Accountable to the development / update of the Integrated Project Portfolio Dashboard
  • With direct oversight, tracks and organizes data and information gained through specific processe / systems
  • Develops a basic knowledge of CBS PPM requirements, and provides standard business model design services and support for development
  • Applies developing knowledge of process & solution management practices to assist in collecting and categorizing change requests, ensuring they go through the appropriate process with input from necessary standard stakeholders


  • Accountable to the Portfolio monitoring process (within the Dashboard)
  • Work with stakeholders and peers to ensure solutions are implemented successfully
  • With direct oversight, assists in creating reports for Portfolio of all the centers.
  • Accountable for acting as communicator to ensure periodical requirements are implemented
  • Applies a basic understanding of process & solution management practices and procedures to gather resource demand
  • Provides basic support in process development, communication, training and implementation for process designs within area of scope
  • Responsible for the supporting and assisting in the execution of process implementation deliverables.
  • Provides basic input to support the “go live” and “post go live” activities, including trainings and miscellaneous troubleshooting.      

 Control (Analytics and Reporting)

  • Regularly measures and monitors Portfolio progress to identify variances from the plan.   Communicate variances to the Regional Portfolio Managers, if required.
  • Contains and resolves issues within Portfolio, that do not required Portfolio Managers’ attention.
  • Assists more senior teammates in identifying standard risks and issues as necessary, and escalates moderately complex risks/issues to more senior teammates or managers
  • Provides insight to the analysis of data, and provide recommendations, if necessary

Education, Experience, Skills

Required Qualifications

  • Bachelor’s degree
  • 3-5 years experience in PMO environment
  • Min 3 years of experience in analytics and reporting
  • Experience working with multifunctional teams
  • Demonstrated success working independently in a remote, global environment
  • Excellent communication skills (oral and written)
  • Must have - Hands on data visualization and analytics tools (such as Power BI etc.)
  • Fluent in English
  • Eye for the details and quality of data

Preferred Qualifications

  • Fundamental training in Project Management
  • Knowledge in Share Point, Clarizen, Saleseforce, advanced Excel and other tools.
  • Exposure to Portfolio tools

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