Portfolio Manager

job
  • J.Y. Legner Associates
Job Summary
Location
Louisville ,KY 40201
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
14 Jan 2025
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Job Description

The Portfolio Management QC Analyst ensures accuracy and consistency in project data across PowerPlan (PP) and Primavera P6 (P6). This role involves data validation, cross-checking reports, updating project records, and completing project workflow before integration into P6.


Key Responsibilities:

1. Data Validation & QC Checks

· Export and analyze the System Cross Check BI report from SharePoint.

· Compare new reports with previous QC checks.

· Format reports, add a Notes column, and ensure data accuracy.


2. Excel Data Comparison & VLOOKUP

· Use VLOOKUP to transfer notes from previous QC checks.

· Identify and review new projects labeled “N/A” for further processing.


3. Project Workflow & P6 Integration

· Check project status in Estimating Workflow Tracking on SharePoint.

· Ensure workflow completion before adding projects to P6.

· Review project funding details in PowerPlan and update planning spreadsheets.


4. Compliance & Access Requests

· Request AIM access for PowerPlan project forecasts.

· Follow internal compliance for data management.

· Coordinate with engineers and planners for project updates.


Qualifications & Skills:

Technical Skills:

? Strong Excel skills (VLOOKUP, filters, formulas, pivot tables).

? Experience with PowerPlan, Primavera P6, and SharePoint (preferred).

? Ability to analyze Business Intelligence (BI) reports.


Analytical & Organizational Skills:

? Attention to detail for data accuracy.

? Problem-solving skills for project tracking.

Communication & Collaboration:

? Ability to work with project managers, estimators, and planners.

? Strong documentation and communication skills.


Education & Experience:

Bachelor’s degree in Business, Engineering, Project Management, or related field (preferred).

1-3 years experience in Portfolio Management, Project Controls, or similar role.

Experience in utility, energy, or construction project management is a plus.

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