Demo

Portfolio Analyst

Trilok software solutions LLC
Watsonville, CA Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 4/4/2025

Job Title: Portfolio Analyst /Project Coordinator

Location: Watsonville, CA (Onsite - 4 Days)

Duration: Contract

Job responsibilities:

Under the direction and oversight of the Portfolio Manager:

  • Should have strong vendor management experience
  • Supports the day-to-day operations of the Office of the CIO – Vendor and Portfolio Management team
  • Coordinates and ensures team SLAs and activities are being addressed appropriately
  • Supports the Portfolio Manager by addressing incoming inquiries or issues and escalates as appropriate.
  • Supports oversight of vendor contracts and renewals.
  • Supports oversight of legal intake and the legal review process
  • Tracks vendor expenses and identifies and highlights anomalies
  • Using different data sources demonstrates the ability to create meaningful reporting
  • Create PowerPoint decks/presentations for management/executive audience
  • Proven ability to interact and communicate with all levels of management, especially leadership
  • Ability to identify and develop solutions for continuous process improvement
  • Ability to lead, facilitate, and coordinate meetings, as needed and directed by the Portfolio Manager
  • Represents in an ethical and business-like professional manner in all interactions with growers, co-workers, suppliers, customers and the business community.
  • Other responsibilities, as assigned

Job Type: Contract

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Ability to Commute:

  • Watsonville, CA 95076 (Required)

Ability to Relocate:

  • Watsonville, CA 95076: Relocate before starting work (Required)

Work Location: In person

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