Portfolio Analyst

Job Description

JOB INFORMATION

Title:

Portfolio Analyst

Officer Title:

Grade:

28

FLSA Classification:

Exempt

Date Last Edited:

9/3/2026

Reports To:

Department:

Project Management Office

URL Link

https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=1300

PRIMARY FUNCTION

The Portfolio Analyst supports Hudson Valley Credit Union's Enterprise Delivery Office (EDO) by coordinating portfolio intake, maintaining governance standards, administering portfolio management tools, and supporting enterprise portfolio reporting and insights. This role supports consistent governance, accurate tracking, and portfolio transparency across business and technology initiatives.

The Portfolio Analyst works closely with Portfolio Managers, Program Managers, Project Managers, business stakeholders, and technology leaders to drive process consistency, improve portfolio visibility, and support continuous improvement of EPDO practices.

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Support enterprise intake and demand management from idea submission through prioritization and approval. Review incoming requests for completeness, accuracy, and readiness. Coordinate with business and technology stakeholders to gather required intake information.

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Maintain intake backlogs, status tracking, prioritization records, and approval documentation. Support portfolio planning activities and governance reviews.

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Assist with the development, implementation, and continuous improvement of EDO methodologies, frameworks, and governance processes. Ensure governance artifacts remain current and aligned with organizational needs.

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Create and maintain process workflows, standards, procedures, templates, and job aids. Support consistent project, program, and portfolio management practices across the organization. Identify process improvement opportunities that increase efficiency and portfolio transparency.

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Monitor adherence to EDO processes, standards, templates, and stage-gate requirements. Conduct periodic reviews of projects and programs to assess governance compliance. Identify gaps, risks, or inconsistencies and coordinate corrective actions with stakeholders.

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Track governance metrics and provide insights on process adoption and maturity. Support portfolio audits, regulatory reviews, and internal assessments as needed.

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Administer Monday.com and related portfolio management tools for the EDO. Configure and maintain boards, dashboards, forms, workflows, permissions, and automations.

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Partner with stakeholders, vendors, and solution partners to implement enhancements and resolve tool issues. Provide user support, training, and guidance on portfolio management tools. Recommend enhancements that improve data quality, usability, automation, and reporting capabilities.

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Prepare portfolio reports, dashboards, scorecards, and executive presentation materials. Collect, validate, and analyze portfolio data to support decision-making. Produce recurring portfolio metrics and KPIs for EDO leadership and executive stakeholders.

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Support portfolio reviews, governance committees, and executive reporting forums. Identify trends, risks, resource constraints, and delivery insights across the portfolio.

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Develop and distribute EDO communications, announcements, process updates, and stakeholder materials. Prepare executive presentations, training materials, and governance communications. Keep stakeholders informed of process changes, reporting requirements, and portfolio updates.Promote awareness and adoption of EDO standards and practices across the organization

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Support portfolio planning, capacity planning, prioritization, and roadmap maintenance. Participate in initiatives focused on EDO maturity, operational excellence, and continuous improvement.  Perform additional portfolio, governance, reporting, and administrative activities as assigned.

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Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.

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Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.

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Responsible for regular and predictable attendance including punctuality.

Bachelor’s Degree

Business Administration, Project Management, Information Technology, Finance, or a related field.

X

PMO, Project Management, or Portfolio Management certification (CAPM, PMP, PfMP, PMI-PMOCP, or similar).

X

Minimum 3 Years

PMO, portfolio management, project coordination, business operations, or related function

X

Experience supporting portfolio management, demand management, governance, or strategic planning activities

X

Experience working with portfolio management tools such as Monday.com, Planview, Clarity, Jira, Smartsheet, or similar platforms

X

Experience with workflow automation tools and business process mapping

X

Experience supporting enterprise governance or portfolio management functions within financial services or a regulated environment

X

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Understanding of project, program, and portfolio management principles.

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Knowledge of governance frameworks, project lifecycle methodologies, and portfolio management processes.

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Strong analytical and problem-solving skills.

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Experience developing reports, dashboards, and executive presentations.

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Ability to create process documentation, workflows, templates, and standards.

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Strong organizational skills with exceptional attention to detail.

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Excellent written and verbal communication skills.

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Ability to work effectively across technical and business teams.

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Advanced proficiency with Microsoft Office Suite, particularly Excel, PowerPoint, and Visio.

PHYSICAL DEMANDS

Frequency

Physical Demand

Weight (lbs.)

Frequently

Sit for prolonged periods of time

Frequently

Required to communicate verbally

Frequently

Normal range of vision and hearing abilities required

Occasionally

Lift and/or move objects

30

Occasionally

Travel outside of work location to attend meetings and training programs

Frequently

Required to skillfully operate a computer, telephone and other standard office equipment

WORK ENVIRONMENT

•

Typically the noise level in the work environment is low to moderate.

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May experience occasional job stress in dealing with difficult situations and/or high volume.

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High energy, high impact atmosphere.

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There are no significant hazardous conditions.

View Competencies

Service Excellence

Consistently incorporates Hudson Valley's member and employee value proposition, reinforcing organizational culture and brand differentiators.

Level 1

1. Anticipates and meets the needs of both internal and external customers. Delivers high quality service and is committed to continuous improvement.

2. Consults with management on modifying business processes to enhance service delivery. Monitors own work to ensure quality and apply feedback to improve performance.

3. Integrates core values into the way work is done and how relationships are conducted.

4. Possesses knowledge of customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner.

5. Tailors communications based on others’ needs, motivations and agendas.

Flexibility and Adaptability

Adapts as needed; knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment.

Level 2

1. Accepts new or radical ideas with an open mind; avoids snap reactions.

2. Adjusts to new or changing assignments, processes, and people.

3. Demonstrates ability to successfully manage multiple tasks and priorities.

4. Demonstrates willingness to listen to other opinions.

5. Identifies and considers alternative approaches to situations or problems.

Work Standards

Sets high standards of performance for self and others; assumes responsibility and accountability for successfully completing assignments or tasks.

Level 2

1. Documents how results were obtained to support knowledge transfer and best practices.

2. Helps others drive tasks to completion as appropriate.

3. Holds self and others accountable for delivering on all commitments.

4. Identifies actions necessary to achieve task completion and to obtain results. Meets schedules, deadlines, and performance goals.

5. Recognizes the need for assistance and secures additional resources as needed. Escalates issues and unusual findings that could have an adverse impact on the business.

6. Understands and appropriately applies principles, procedures, requirements, regulations, and policies related to role.

Analytical Thinking

Knowledge of techniques and tools that promote effective analysis and the ability to determine the root cause of organizational problems and create alternative solutions that resolve the problems in the best interest of the business.

Level 3

1. Chooses among a diverse set of analytical tools according to the nature of the situation.

2. Identifies many possible causes for a problem based on prior experience and current research.

3. Quantifies the costs, benefits, risks and chances for success before recommending a course of action.

4. Seeks discrepancies and inconsistencies in available information; explains variances.

5. Organizes and prioritizes the sequence of steps to be taken to remedy the situation.

6. Approaches a complex problem by breaking it down into its component parts.

Managing Multiple Priorities

Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Level 3

1. Demonstrates an expectation that there will be ongoing shifts in demands and priorities.

2. Clarifies and handles multiple concurrent and diverse activities.

3. Addresses potential conflicts that impact current delivery commitments.

4. Works with or leads others to re-prioritize work and reschedule commitments as necessary.

5. Responds to shifting priorities while maintaining progress of regularly scheduled work.

6. Shifts focus among several efforts as required by changing priorities.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, with or without notice.

Nothing contained in this material creates a contract of employment between an employee and Hudson Valley Federal Credit Union or otherwise alters the at-will nature of the employment relationship.

Are you able to perform the essential functions listed in this job description with or without reasonable accommodation?  YES_______  NO_______

By signing below you certify that you have received this job description and understand the requirements, essential functions and duties of the position.  If you are currently employed in this position, your signature acknowledge that this job description accurately describes the position, including its essential functions.

Name:  _____________________________________________

Signature: _____________________________________________

Date:  _____________________________________________ 

Please also note that Hudson Valley Federal Credit Union respects the religious beliefs and practices of employees and will, on request, reasonably accommodate its employees when a reasonable accommodation is available that does not create an undue hardship on the Credit Union’s business.  Therefore, unavailability for work due to religious observances or practices may not be a bar to employment.