Portfolio Analyst

  • Location
    Glen Allen, Virginia
  • Category
    Administration
  • Job reference:
    US_EN_7_849171_2692493
  • Job Type
    Contract/Temporary

Portfolio Analyst

A Portfolio Analyst job in Richmond, VA is currently available courtesy of Ajilon. This is a full time, permanent job.

In this role you will be responsible for managing the portfolio database and analyzing its contents to identify trends in within the portfolio regarding acquisition and management strategy.

Job Responsibilities

  • Analyze and identify trends that may impact the organization’s acquisition and management strategy.
  • Prepares monthly portfolio performance reports for Management  
  • Works in close collaboration with Salesforce team
  • Utilizes knowledge of the portfolio to prepare annual grant revenue forecast
  • Utilize Excel and Salesforce to analyze the portfolio and produce reports and pull together presentation materials as needed
     

Required Qualifications

  • Minimum 3-5 years relevant experience with the Salesforce CRM application
  • Analytical skills and the ability to interpret performance information
  • Demonstrated experience in data analysis and data management with an emphasis on strategic analysis.
  • Advanced MS Excel skills and ability to analyze data and produce reports and graphs in Excel.
     

Education

  • Bachelor’s degree in IT, Finance or Project Management preferred

Compensation: $48,000-50,000/year depending on experience

Schedule: Monday- Friday, 40 hours per week

 

If you, or someone in your network, would like to hear more about the Grant Portfolio Analyst then please apply below. You can browse other job opportunities at www.ajilon.com


 

Please apply with your CV to:

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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