Portfolio Ops Coordinator

Portfolio Ops Coordinator

The Portfolio Ops Coordinator role requires managing team resources, tracking budgets and expenses, driving process improvements, and supporting leadership with data analysis and clear communication. While the fundamental scope is steady, responsibilities may vary with portfolio assignments.

Client feedback has emphasized the need for candidates with practical, hands-on experience working across multiple data sources, proactively resolving issues, and delivering actionable recommendations to stakeholders. This expertise is critical for fulfilling the role s requirements.

Unfortunately, the profiles received so far primarily Data Engineers, Business Analysts, and Process Improvement Analysts have not demonstrated this level of hands-on experience with multiple dashboards, budget tracking, or data aggregation for strategic insights. Additionally, several practitioners have struggled to provide relevant examples using the STAR technique.

Maintain up-to-date team rosters using relevant HRIS or resource management platforms (e.g., SAP SuccessFactors, Workday).
Ensure correct task alignment and accurate data for reporting purposes across product, operations, and technology teams.

Financial Management
Track budgets, spending, and ensure time is allocated according to agreed plans using SAP Finance, Oracle NetSuite, or client-specific accounting platforms.
Support procurement activities: quote creation, purchase order management, and expense reconciliation in alignment with policy.

Communications
Deliver clear, concise updates via email, dashboards, or meetings; adapt communications to diverse internal and external stakeholders, including product owners and compliance teams.

Process Improvement
Identify and refine workflows through process mapping and collaboration with the PMO; leverage technology where possible (e.g., ServiceNow, Jira) to streamline tasks.

Other Responsibilities
Conduct data analysis using dashboards (Tableau, SAP Analytics Cloud, client internal BI tools) and blend data from disparate sources (Excel, SQL, Oracle).
Gather actionable insights and translate outputs into executive summaries that help drive leadership decisions.
Support digital product and technology portfolios with time-tracking, resource allocation, and financial oversight understanding each department s unique methods and stakeholder expectations.

Qualifications
Bachelor s degree in Business, Finance, Data Analytics, or related discipline.
3 5 years of experience in Financial Services (FSI), banking, or capital markets, including exposure to product operations, project coordination, or data analytics
Experience with budget tracking, financial reporting, and procurement within enterprise systems.
Collaborative, detail-oriented, and proactive in dynamic, fast-paced environments.
Comfortable working with and synthesizing data from various sources and systems.
Exposure to Agile or Scrum project management methodologies.
Experience supporting digital product teams, portfolios, or transformation projects.
Familiarity with industry-standard tools, such as Jira, ServiceNow, and client-specific portfolio management solutions.

Technical Skills
Proficiency in Tableau for dashboard creation and data visualizations.
Strong working knowledge of Excel and SQL; familiarity with SAP, Oracle, or other finance and resource management systems.
Experience with client internal BI/reporting tools (e.g., Qlik, Power BI) is advantageous.

Business Skills
Advanced professional writing and communication abilities; skilled at distilling complex information for senior audiences.
Strong organizational and project management capabilities; able to run multiple initiatives simultaneously.

Role Context & Tools
Very dynamic role as day-to-day responsibilities vary by specific portfolio assignment and ongoing organizational restructuring.
Requires hands-on use of multiple internal platforms, understanding of complex dashboards, and flexible approach to stakeholder engagement and reporting.
Commonly used tools: SAP (Finance/HR), Tableau, Excel, SQL, Oracle Financials, Power BI, Qlik, ServiceNow, Jira, and propriety client systems.