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Portfolio Management Specialist

Company: Genesis10
Location: Dallas
Posted on: January 27, 2023

Job Description:

Genesis10 is hiring a Financial Analyst for a 6 month+ contract located in Dallas, TX. This role requires being onsite 1 day per week.
The Portfolio Management Specialist will support the Sr. IT Financial Manager in all aspects of the Technology Demand Management Process. This includes analyzing and managing technology capital project demand in alignment with annual funding targets.

Team Culture: Our team is fast paced, fun, highly energetic, motivated and hardworking. We expect our candidates to be integrated into our results-driven and solution-oriented culture from the get-go. Our team attains high-quality results on challenging projects; the belief that outcomes are linked to one's effort rather than chance and the tendency to personally set challenging yet realistic goals.


  • Assist with the quarterly demand management process. This includes preparing meeting materials, analyzing project submissions, gathering additional information, and documenting decisions and next steps.
  • Work with PMO Delivery Leads to ensure alignment of capital spend to established funding targets.
  • Develop and maintain processes to facilitate integrated project scoping between various workgroups and identify financial and operational impacts and dependencies.
  • Assist other team members as needed with various financial and project management processes.
  • Confirm and abide by all procedures, policies and regulatory guidance.
  • Perform ad hoc analysis and other duties as assigned.


    • Experience 3-5 years financial analysis or project management -
    • Experience prior experience in the technology industry preferred
    • Strong written and oral communication skills; ability to communicate effectively with people of all levels
    • Strong analytical skills
    • Business/commercially-focused and results-oriented
    • Advanced knowledge of Excel and PowerPoint, and the ability to quickly learn to use the Client platforms for project and workflow management
    • Strong interpersonal skills, a positive attitude, and the ability to work in a team/collaborative environment
    • Self-motivated, results-oriented with a passion to deliver above par results
    • Ability to thrive in a fast-paced environment and deal with changing demands
    • Ability to work under general supervision
    • Detail oriented with strong analytical and research skills
    • Good judgment and problem solving skills; able to deal with ambiguity

      Desired Skills:

      • A college degree in Accounting
      • Strong communication skills and the ability to work well in a high-profile environment.
      • Good judgment and problem solving skills

        W2 Status:
        Only W2 candidates will be considered for this position.
        Benefits of Working with Genesis10:
        As a Genesis10 consultant, we are proud to offer access to the following benefits:

        • Medical and dental insurance
        • Bi-weekly payroll
        • 401k plan
        • Successful re-marketing program
        • Referral program with the opportunity to earn additional income

          If you have the described qualifications and are interested in this exciting opportunity, please apply!
          About Genesis10:
          Genesis10 is a leading U.S. business and technology consulting firm with hundreds of clients needing proven talent and solutions to power their strategic initiatives. - If you are a high performing business or IT professional with solid, referenced experience, we want to meet you. - Genesis10 recruiters and delivery professionals are highly accomplished career advocates, who get to know you beyond your resume to position you with the opportunities that fit your skills, experience and aspirations. - We have benefit options to fit your needs and a support staff that works with you from placement throughout your engagement - project after project. - - To learn more about Genesis10 and to view all our available career opportunities, please visit us at www.genesis10.com. -
          "Genesis10 is an Equal Opportunity Employer, M/F/D/V"

Keywords: Genesis10, Dallas , Portfolio Management Specialist, Executive , Dallas, Texas

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