Portfolio Strategy Consultant

About Apexon:

Apexon is a digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through speed and innovation.Apexon brings together distinct core competencies in AI, analytics, app development, cloud, commerce, CX, data, DevOps, IoT, mobile, quality engineering and UX, and our deep expertise in BFSI, healthcare, and life sciences to help businesses capitalize on the unlimited opportunities digital offers. Our reputation is built on a comprehensive suite of engineering services, a dedication to solving clients toughest technology problems, and a commitment to continuous improvement. Backed by Goldman Sachs Asset Management and Everstone Capital, Apexon now has a global presence of 15 offices (and 10 delivery centers) across four continents.

We enable #HumanFirstDIGITAL

Job Description

Role Overview

Portfolio Strategy Consultant with deep experience in medical device manufacturing and healthcare software development within regulated environments. This role requires a balance of strategic vision and hands-on execution, engaging with internal stakeholders across the enterprise to assess, refine, and improve portfolio management practices, tools, and reporting.

The consultant will partner with leaders in Portfolio & Strategy, IT, and functional domains to ensure our portfolio management tools provide easy access to data, , and actionable dashboards that support C-level decision-making.

Key Responsibilities

• Stakeholder Engagement: Interview executives, portfolio managers, product owners, and tool stakeholders to understand current processes, pain points, and future needs.
• Portfolio Management Analysis: Assess existing portfolio management (PPM) processes, tools, and data usage across Team.
• Tool Strategy & Roadmap: Develop recommendations to enhance portfolio management tools (e.g., Clarity PPM or similar) for usability, scalability, and regulatory alignment.
• PPM/EMR Expertise: Leverage prior experience with implementation of PPM systems or healthcare IT platforms (EMR/EHR) to identify integration and improvement opportunities.
• Data & Analytics Enablement: Design approaches for easy data access, analytics, and executive dashboards that deliver clear insights into portfolio performance and strategic priorities.
• Big Picture + Details: Maintain a strategic, big-picture view of portfolio alignment with corporate goals, while diving into detailed process and data improvements when needed.
• Executive Support: Provide analysis, insights, and recommendations to C-level executives to support portfolio-level decision making.

Qualifications

• Industry Expertise: 10+ years experience in medical device, healthcare technology, or regulated software development environments.
• Portfolio & Strategy Experience: Demonstrated success in portfolio management, strategy consulting, or enterprise program management.
• PPM Tools Expertise: Hands-on experience with Clarity PPM or similar project/portfolio management tools.
• Implementation Knowledge: Experience with PPM tool deployments and/or EMR/EHR system implementations a strong plus.
• Regulatory Awareness: Knowledge of FDA, ISO, and healthcare compliance considerations in software and medical device development.
• Analytical Strength: Skilled in translating complex portfolio data into actionable insights, dashboards, and executive-level communications.
• Interpersonal Skills: Strong interviewing, facilitation, and communication skills; proven ability to collaborate across business and technical teams.
• Education: Bachelor s degree in Engineering, Business, or related field required; Master s degree or MBA preferred.

Ideal Candidate Profile

• A strategic thinker who sees the big picture but is comfortable digging into details.
• Experienced in working with cross-functional, global stakeholders.
• Able to translate business needs into practical tool and process improvements.
• Comfortable navigating a regulated, high-compliance industry while driving innovation in tools and reporting.
• Passionate about enabling smarter, faster, and more transparent decision-making at the enterprise level.

Our Commitment to Diversity & Inclusion:

Did you know that Apexon has been Certified by Great Place To Work , the global authority on workplace culture, in each of the three regions in which it operates: USA (for the fourth time in 2023), India (seven consecutive certifications as of 2023), and the UK.Apexon is committed to being an equal opportunity employer and promoting diversity in the workplace. We take affirmative action to ensure equal employment opportunity for all qualified individuals. Apexon strictly prohibits discrimination and harassment of any kind and provides equal employment opportunities to employees and applicants without regard to gender, race, color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. You can read about our Job Applicant Privacy policy here Job Applicant Privacy Policy (apexon.com)

Our Commitment to Environment:

Actively contribute to Apexon's commitment to environmental responsibility by following sustainable practices and supporting ESG initiatives.

Our Perks and Benefits:

Our benefits and rewards program has been thoughtfully designed to recognize your skills and contributions, elevate your learning/upskilling experience and provide care and support for you and your loved ones. As an Apexon Associate, you get continuous skill-based development, opportunities for career advancement, and access to comprehensive health and well-being benefits and assistance.

We also offer:

o Health Insurance with Dental & Vision

o 401K Plan

o Life Insurance, STD & LTD

o Paid Vacations & Holidays

o Paid Parental Leave

o FSA Dependent & Limited Purpose care