Portfolio Analyst

TRIMEDX Holdings LLC

Indianapolis, Indiana, USA
$60,000-$65,000 py
On-site
Financial analysis and assessments
Client services experience
Microsoft excel proficiency
The Portfolio Analyst collaborates with Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs

Job Summary

  • The Portfolio Analyst collaborates with Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs.
  • This position is responsible for review and adjustment of contract structures, research, analysis, and pricing of new services, creating client budgets, and generating financial sales support materials.
  • The role requires frequent interaction with operational management to define, analyze, and build the service program, and may involve presenting recommendations to the client.

Matching Summary

The Portfolio Analyst collaborates with Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs.

Salary

$60,000-$65,000

Skills & Requirements

Must-have

  • Financial analysis and assessments
  • Client services experience
  • Microsoft Excel proficiency
  • Collaborative team environment
  • Problem-solving skills

Nice-to-have

  • Microsoft Access skills
  • Client engagement meetings
  • Project plan management

Key Requirements

  • Minimum 2 years of experience
  • Associates degree or equivalent
  • Bachelors degree preferred
  • Demonstrable analytical field

Work Rights

Not specified

Tailored Resume

Cover Letter