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Portfolio Analyst / Senior Portfolio Analyst - Oahu

  2025-11-30     Hawaiian Electric     Honolulu,HI  
Description:

Portfolio Analyst / Senior Portfolio Analyst - Oahu

We recognize our competitive advantage -- our people. We believe in our people, who share our vision of meeting the needs of our employees, customers, and communities and who carry out the continued success of the company.

Our employees are committed to the company's foundational values: integrity, excellence, teamwork, environmental stewardship, and community commitment. In turn, we invest in our employees, providing opportunities for challenge and advancement and offering a competitive compensation package.

This position will remain open until filled. Early applications are highly encouraged.

The Enterprise Execution Department of the Enterprise Architecture & Planning Division at Hawaiian Electric Company has one management vacancy available. This posting seeks to fill at either the Portfolio Analyst or Senior Portfolio Analyst; whichever level is most suited to the qualifications of the applying candidate.

Portfolio Analyst

Provides analysis support of portfolio programs, projects, and requests. Works with portfolio managers in all aspects of documenting project ideas, developing business case analyses for those ideas, prioritizing project ideas for approval, and monitoring of approved projects. Performs a variety of duties, which includebut are not limited todeveloping, managing, and maintaining portfolio management methodology and processes to ensure consistent execution and repeatable rigor in the planning, execution, and monitoring of projects within the portfolio; providing general support and coordination for the training and use of Portfolio and Project Management tools; assisting with facilitation of the Project Review Committee (PRC) and communication of information (status, progress, health) about the project portfolios; and drafting correspondence, documents, and minutes.

Essential Functions

  • Portfolio Analysis and Monitoring: Assists with setting standards, monitoring, and maintaining project portfolios such that the overall indicated benefits and values for implementing the portfolios, and the projects within them, are achieved and remain aligned to the Companies' Strategic goals.
  • Portfolio Management Business Analysis: Assists portfolio managers with all aspects of planning, implementation, and monitoring projects within various portfolios. Assists with identifying, analyzing, prioritizing, and scheduling interrelated initiatives to achieve Companies' strategic goals. Assists with identifying, analyzing, negotiating, and managing issues associated with shared resources (e.g. labor, funding, logistics), inter-project dependencies, and/or inter-related project objectives. Creates and manages portfolio documentation, metrics, budgets, and schedules in coordination with portfolio managers and project managers.
  • Portfolio Management Methodology Business Analysis: Assists with the development, maintenance, and monitoring execution of the Portfolio Management Methodology. Assists with planning, implementation and maintenance of a comprehensive portfolio management methodology that will allow portfolio managers to execute portfolios in a quality, repeatable and predictable manner. The portfolio management methodology will consist of formal and established processes, methodologies, procedures, approval levels, templates, historical information and related system components. Responsible for contributing to the rigorous execution and monitoring of the execution of the methodology. Assists with the analysis of a wide range of areas around portfolio/program/project management processes and operations with customers, users, technology business analysts and project managers.
  • Portfolio Assistance: Performs portfolio assistance and high-level administrative functions including but not limited to:
    • Schedules and coordinates portfolio meetings. Ensures that meeting agendas and handouts are set and distributed to all participants. Assists in follow-up meetings to assure desired results are achieved, action items are accomplished, and meeting objectives are met.
    • Provides portfolio administrative support, recording meeting minutes, creating process flowcharts, creating presentations, and drafting correspondence for a variety of audiences on varying matters. Ensures work is appropriate, timely, formatted and grammatically correct.
    • Assists with maintaining and updating portfolio collaboration site(s) and other portfolio-related documentation.
    • Establishes and maintains Project files.
  • Portfolio Management Technology Analysis: Assists with analyzing portfolio/project management software and tools with customers, users, technology business analysts, and project managers. Gathers business requirements for utilization/improvement of portfolio/project management software and tools, assists with configuring tools to address business requirements, conducts testing of those configurations, and supports the implementation of configuration changes and associated training. Performs portfolio analysis duties as they relate to the on-boarding and maintenance of schedules and resources in portfolio/project management software. Assists with creation and maintenance of reports on the productive use of portfolio/project management software and various portfolio automation processes. Assists with building and maintaining portfolio/project management software/tool training materials and with providing training to users.
  • Workload Management Business Analysis: Assists with capacity and workload management. Assists with representation workload into project schedules. Assists with training of users and monitoring and reporting of compliance with work tracking processes. Supports with identification and resolution of capacity issues.
  • Participates in Company emergency response activities as assigned, including any activities required to prepare for such emergency response.

Basic Qualifications

  • Knowledge of project management standards and methodologies, including Initiating, Planning, Executing, Monitoring & Controlling and Closing projects, developing work breakdown structures, managing scope/time/costs assessing & mitigating risk, tracking progress and reporting status, etc., and using project management software tools desired.
  • Certified Associate in Project Management Professional (CAPM) Certification or equivalent from a nationally recognized organization such as the Project Management Institute (PMI) or working to complete certification within the next 12 months.
  • Bachelor's Degree in Engineering, Computer Science or related field. Can substitute Bachelor's degree requirement with specialized training in portfolio/project analysis/management with 4 years of related work experience.
  • Working knowledge of company policies and procedures as related to specific projects and assignments desired.

Skills Requirements

  • Strong interpersonal skills to direct, influence, motivate and persuade various groups or individuals.
  • Ability to handle difficult and/or sensitive issues while using tact, courtesy, and discretion.
  • In-depth analytical, computational, organizational and time-management skills to handle various projects.
  • Ability to work collaboratively as a member of a team.
  • Ability to remain flexible in a demanding work environment and adapt to rapidly changing priorities and strategic direction. Ability to conceptualize new ideas quickly.
  • Ability to understand, design, plan, simplify, and implement complex, integrated processes.
  • Ability to design and implement organization structure and process changes across multiple delivery and support units.
  • Knowledge ofand experience withProject Management Institute (PMI) Project Management Body of Knowledge (PMBOK) desired.
  • Self-motivated with the demonstrated ability to take appropriate initiative, manage multiple tasks, establish work priorities, and balance competing priorities and deadlines.
  • Ability to work independently with a high degree of accuracy and with highly confidential information.
  • Solid problem-solving skills to identify and resolve existing or potential problems.
  • Strong communication skills, including verbal, written, proofreading, facilitation, and presentation skills.
  • Results-orientation.
  • Ability to perform numerical/financial analysis.
  • Excellent organization skills and attention to details.
  • Knowledge ofand experience withMicrosoft Office applications (i.e. Outlook, Word, Excel, PowerPoint, Project, Visio).
  • Initiative and 'can-do' attitude.
  • Outstanding personal integrity to support high-profile projects in a manner beyond reproach.

Experience Requirements

  • 3 years of progressively greater professional work experience.

Senior Portfolio Analyst

Provides analysis of portfolio programs, projects, and requests. Works with portfolio managers and other corporate management in all aspects of documenting project ideas, developing business case analyses for those ideas, prioritizing project ideas for approval, monitoring approved projects and performing analyses to help assess project performance. Performs a variety of duties, which includebut are not limited todeveloping, managing, and maintaining portfolio management methodology and processes to ensure consistent execution and repeatable rigor in the planning, execution, monitoring and evaluation of projects within the portfolio; providing general support, coordination and first level training regarding the use of Portfolio and Project Management tools; assisting with facilitation of the Project Review Committee (PRC) and communication of information (status, progress, health) about the project portfolios; and drafting correspondence, documents, and minutes.

Essential Functions

  • Portfolio Analysis and Monitoring: Assists with setting standards, monitoring, and maintaining project portfolios such that the overall indicated benefits and values for implementing the portfolios, and the projects within them, are achieved and remain aligned to the Companies' Strategic goals. Prepares portfolio analyses and status reports on the health of portfolios of projects, on individual projects within those portfolios for various executives and process areas. Interfaces with executives to share analyses and answer questions. Performs various tasks to monitor, analyze, and report on the performance


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