What are the responsibilities and job description for the Portfolio Manager position at J.Y. Legner Associates?
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 :
- 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.
- Excel Data Comparison & VLOOKUP
- Use VLOOKUP to transfer notes from previous QC checks.
- Identify and review new projects labeled “N / A” for further processing.
- 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.
- 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 :
Analytical & Organizational Skills :
Communication & Collaboration :
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.
