Portfolio Analyst

Business Performance Analyst, Associate (Enterprise AI Portfolio & Value Capture Analyst) Location: Oakland, CA (Hybrid) Duration: 12 Months What the client is looking for The client is seeking a detail-oriented Business Performance Analyst to support its Enterprise AI Portfolio Management Program. This role focuses on tracking AI initiatives, maintaining portfolio data, measuring business value, and producing reports that help leadership make informed decisions. The ideal candidate is organized, analytical, and comfortable coordinating with multiple stakeholders while working extensively with Microsoft tools. Top Skills Required • Strong organizational skills with exceptional attention to detail. • Excellent written communication and status reporting abilities. • Advanced proficiency with Excel, SharePoint, Power BI, PowerPoint, Word, and Microsoft Teams. • Experience analyzing portfolio, operational, or governance data. • Ability to coordinate with multiple stakeholders and follow up on action items. • Experience or interest in Power Apps, Power Automate, reporting automation, or AI initiatives is a plus. Key Responsibilities • Track AI use cases throughout intake, governance, delivery, production readiness, and value realization. • Maintain accurate portfolio data across dashboards, trackers, and reporting systems. • Document projected and realized business value, including savings, costs, KPIs, and assumptions. • Analyze portfolio trends, pipeline health, funding, platform usage, and delivery readiness. • Coordinate with business stakeholders to gather updates and resolve missing information. • Prepare meeting notes, status reports, action items, and governance documentation. • Identify opportunities to improve data quality and operational processes.