Portfolio Analyst

  • Location
    Glen Allen, Virginia
  • Category
  • Job reference:
  • Job Type

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.


  • 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.

EEO - EEO Poster Suppl - Affimative Action Policy
Your search. Our support.

When you work with us, we'll be by your side at every step of your search.

Resume assistance

Your resume needs to grab the attention of employers. We'll help yours stand out.

Interview coaching

The interview is your time to shine. With us, you'll be prepared and confident.

Career advancement

Keep your skills sharp and your career moving forward—that's what we do.

Excellent benefits

Health, dental, vision, 401k, work-life balance. You’ll get all the benefits you need.

Looking for something more?

Send us your resume and we'll do the searching for you.

Send Resume