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Associate Portfolio Analyst


  • Company Helion
  • Home, PA
  • Project_Management
  • Full time
  • Day (United States of America)

Company :


Job Description : 


This job supports all aspects of assigned portfolio including, but not limited to, alignment with executive, client team, and/or business unit leadership; capability planning and prioritization; resource demand and capacity planning and prioritization; tracks and reports key metrics around financial performance, benefits and value levers, portfolio health, and strategic alignment; supports a continuous planning process.  The incumbent helps to facilitate the intake and approval processes for assigned portfolio.  Coordinates extensively with and across multi-disciplinary functions.  Supports tracking scorecards and metrics to illustrate status and ownership.  Supports the analysis of the portfolio risk and alignment to corporate priorities. Coordinates and communicates the status of portfolio progress against plans and facilitates corrective action as necessary and educate portfolio stakeholders.


  • Develop a trust-based relationship with client executives, client teams, and/or business unit leadership.
  • Support Annual Planning process and all portfolio management processes and standards, with some oversight.
  • Support the portfolio tracking and reporting of key metrics around financial performance, benefits and value levers, portfolio health, and strategic alignment.
  • Support portfolio communications.
  • Facilitate the intake and/or development and approval of business cases.
  • Participate and lead special projects related to current or future business priorities or areas to streamline/simplify.
  • Other duties as assigned or requested.



  • Bachelor's Degree in Finance, Business Administration or related field


  • 6 years of related and progressive experience in lieu of Bachelor's degree


  • MBA or MPH or related post-graduate degree



  • 0-1 years of relevant, progressive experience in the area of specialization.


  • Project and/or portfolio management experience
  • Experience with project portfolio management (PPM)/oversight



  • None


  • PMP


  • Ability to build professional networks;
  • Experience in process improvement
  • Strong verbal and written skills
  • Strong communication and interpersonal skills
  • Strong critical thinking and analytical skills Experience with software development life-cycle methodology

Language (Other than English):


Travel Requirement:

0% - 25%


Position Type


Teaches / trains others regularly


Travel regularly from the office to various work sites or from site-to-site


Works primarily out-of-the office selling products/services (sales employees)


Physical work site required


Lifting: up to 10 pounds


Lifting: 10 to 25 pounds


Lifting: 25 to 50 pounds


Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement : This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times.  In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy. 

Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, age, religion, sex, national origin, sexual orientation/gender identity or any other category protected by applicable federal, state or local law. Highmark Health and its affiliates take affirmative action to employ and advance in employment individuals without regard to race, color, age, religion, sex, national origin, sexual orientation/gender identity, protected veteran status or disability. 

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Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled/Sexual Orientation/Gender Identity ( )

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