Portfolio Planner Job Description
Portfolio planner
provides necessary data and coordination with timberlands strategic planning for harvest modeling processes to optimize financial returns.
Portfolio Planner Duties & Responsibilities
To write an effective portfolio planner job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio planner job description templates that you can modify and use.
Sample responsibilities for this position include:
Enter and maintain all purchase orders to factories
Work closely with vendors to ensure proper delivery of merchandise
Work closely with factories to ensure proper purchase orders are placed in a timely manner
Solicits business input into portfolio management process
Develops, tests and evaluates the effectiveness of methods for demand forecasting and assesses impact
Reviews and recommends improvements to processes and procedures, analysis, documentation maintenance in support of resource management and project
Documents necessary information and activities to facilitate knowledge transfer
Motivates team members, establish priorities, and set project direction incorporating strong project management disciplines in the assessment, initiating, planning, executing, controlling, and completion phases of assigned projects
Ensures Regulatory, Audit and Information Security policies and requirements and best practices are adhered to
Manage group publisher meeting requests from voting process through meeting confirmation
Portfolio Planner Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Portfolio Planner
List any licenses or certifications required by the position: PMP, PRINCE2, NPI, FPX, JNJ, APICS, PMI
Education for Portfolio Planner
Typically a job would require a certain level of education.
Employers hiring for the portfolio planner job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Engineering, Finance, Computer Science, Science, MBA, Technology, Education, Math, Technical
Skills for Portfolio Planner
Desired skills for portfolio planner include:
Financial planning and budgeting of IS projects
Risk Management and are able to act upon risks
Excel
Access
Financial modeling
Statistical analysis
SQL
Asset data coding conventions for transmission system equipment
Planning Processes across all work types
Product Development and Marketing
Desired experience for portfolio planner includes:
Illustrates advanced decision analysis skills
Is able to establish priorities and set project direction
Integrated experience in both offline and digital required (strong broadcast TV experience preferred)
First level university degree in Computer Science, Information Systems, Business or equivalent experience
Drive the resource management process to provide an extended view of resource demand ensuring the efficient planning and sourcing of all IT work
Support controlling of IS projects
Portfolio Planner Examples
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Portfolio Planner Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of portfolio planner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio planner
- Lead cross-functional product and program teams to assess and meet the needs of prospective and existing customers
- Provide advice to senior management, program and project managers regarding overall portfolio
- Develop portfolio plans based on incoming projects request and maintain the project portfolio roadmap
- Drive improvement actions towards major stakeholders, sponsors, project managers and Project Management Organization
- Monitor progress (plan vs
- Support to ensure the overall positioning, governance of policies and process for plans creations and transactions, the financial performance of the portfolio/cluster assigned are adopted in regions/clusters
- Delivering against Workplace budget, asset sales and space optimization targets/stretches working with relevant stakeholders
- Working with finance and other business partners to report on performance transactions on an annual basis with Global Business specifics, and support the transition from the current accounting standards to IFRS16
- Maintain the programs and keep track of the delivery of agreed programs, driving the Business agendas in Real Estate Services to deliver plans according to agreed strategies related to transactions
- Manage and report on Dashboard for Real Estate portfolio and provide analytics/reports on overall health status of the portfolio, on Markets, and/or Global Categories level
Qualifications for portfolio planner
- This position will require a Chicago residency within six months of accepting the position
- You will bring an exceptional ability to juggle multiple tasks, competing priorities and tight time frames
- You will demonstrate proficiency in critical thinking, problem solving, and working within ambiguity
- Bachelor’s degree and 10+ years’ experience in marketing and/or product management environment
- Are an analytical, critical and rational thinking person, and you have ability and confidence to make independent decision
- Minimum of one year’s turbine maintenance experience
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Portfolio Planner Job Description
Job Description Example
Our company is hiring for a portfolio planner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for portfolio planner
- Work in partnership with broader Workplace Services team to deliver workplace solutions to the business users
- Work on ad hoc projects, and activities which move the overall team and greater Workplace Services’ agenda forward
- Evaluate planned portfolio reduction projects to validate financial assumptions and feasibility of implementation from a transaction execution, project execution, and workplace strategy standpoint
- Partner with project management to identify and mitigate risks to timely project implementation with particular focus on changes in client strategic direction and change management risks
- Develop alternative scenarios and new scenarios to drive incremental savings and present and support presentation to clients for decision
- Spearhead sensitivity analysis to illustrate the potential impact of a shift in assumptions on savings outcomes and/or portfolio performance metrics
- Develop formal client presentations on strategic opportunities, risks, and progress and assist in presenting to senior leaders both internally and in client presentations
- Package portfolio performance metrics into executive presentations and dashboards
- Package actual and forecasted Savings results in executive presentations and dashboards
- Analyze current and forecasted portfolio metrics and evaluate against industry standard best practices by building, market, region, and globally
Qualifications for portfolio planner
- Some basic written and spoken English skill preferred
- The Financial Planner/Assistant Portfolio Manager position located in Memphis, TN will support the Private Wealth Division’s Financial Advising team in the administration and investment management of over $200MM in AUM
- Develop and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate
- Assist clients, deliver quality plans and help coordinate enterprise certified financial planners
- 3-5 years investment management or related experience
- Bachelors degree with a major in finance or economics or statistics/mathematics
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Portfolio Planner Job Description
Job Description Example
Our growing company is looking to fill the role of portfolio planner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for portfolio planner
- Project responsibility for the end to end supply chain, with key accountability to ensure all plan, source, make and deliver activities are completed on time in full
- Ensure all innovation implementations are planned taking into account the delivery of the key Category KPI’s (Cost/Service/Stocks/Obsoletes)
- End to End Portfolio Planning across all Global Change Roadmaps
- Oversight & analysis of the data, identifying hotspots and issues
- Portfolio risk & dependency management
- Identification of resourcing (capability & capacity hotspots)
- Production & presentation of reporting to executive & operational stakeholders
- Completion of assurance reviews with UK, International Change Leads
- Continous improvement of processes
- Leading the Project Core team in all relevant topics to complete the project on time
Qualifications for portfolio planner
- Other advanced designation such as CPA or J.D
- Putting the business’ goals at the heart of what we do
- Making continuous improvement in both cost and service an integral part of our way of working
- Building a professional services organisationthat enables our people to give their best
- Developing win-win relationships with selected providers to meet our current and future requirements
- 3-7 years’ experience in Portfolio planning & Analytics
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Portfolio Planner Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of portfolio planner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio planner
- Strong focus on Cost control and Forecast update aligned with the DPS
- Monitoring the schedule and evaluating / reporting project progress, deviations to all project stakeholders
- Communication of the appointment situation to all project participants including the status changes
- Regular analysis of the critical path (s) of the schedule, identification of risks and opportunities, and development of opportunities for improvement and relapse plans
- Regular reporting (including KPI) regarding deadline status
- Regular coordination with the Risk and Opportunity Manager to ensure that all fears and opportunities from the DPS are considered
- Take ownership to stablish Cost Control reviews in the Project Core Team with the support of Finance
- Experience in projects of comparable size and complexity
- Experience in similar industries
- Knowledge of relevant software (Oracle Primavera, MS Project)
Qualifications for portfolio planner
- Customer relations focus
- Program Management skills & experience
- Organization and Analytical capabilities
- Independent and leadership qualities
- Industry knowledge including the following
- Extensive knowledge of and demonstrated success in the development & implementation of new products/services in the B2B or electronic payments industry
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Portfolio Planner Job Description
Job Description Example
Our company is hiring for a portfolio planner. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio planner
- The second main task is to contribute as a Core Team Member of Development Project(s) to the success of assigned project(s) by taking over the Planning and Controlling role
- Support new product introductions, product line extensions, and lifecycle management changes
- Monitor and report on Plan performance metrics and support management and stakeholders with reporting and data analysis
- Drive continuous improvements in Global Supply Chain processes
- Supervise / coach / mentor Supply Chain Project leads, specialists, analysts or co-ops
- Manage / highlight / escalate supply constraints and make-to-order process for peak demands typically associated with NPI through regular interaction and communication with External Operations, PP&L and SNP teams
- Provide supply commits on product / set availability to enable end-to-end supply visibility
- Ensure effective communication with peers & stakeholders in Marketing, Research & Development (R&D), Planning, Procurement, Quality Assurance (QA), Factories, 3rd Party Manufacturing (3PM) organisation
- Support Risk Assessments (Technical Risk Assessment (TRA) & Supply Chain Risk Assessment) for critical projects at each project stage
- Carry out progress updates and forecast and communicate accordingly
Qualifications for portfolio planner
- Superior organizational and PC skills required
- 5+ years exhibiting a Strong understanding of Business case development, interpreting business requirements and vendor engagement
- 5+ years IT Software development processes & tools
- Understanding of Ford's Business Processes and Reporting and Technology Management Process
- To manage the overall Deodorant Portfolio Management Programme
- Degree level qualified (Maths, science or other analytical degree preferred)