IT Portfolio & Investment Analyst
Listed on 2026-08-01
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Finance & Banking
Financial Analyst, Portfolio & Asset Management
We are seeking a strategic individual contributor to evaluate portfolio investment decisions and financial planning across our Infrastructure & Site Services organization.
In this role, you will help align technology investments with business priorities, capacity, and economic outcomes. You will guide portfolio prioritization, financial planning, cost management, and investment tradeoff decisions—operatingas the decision layer between strategy and execution.
This is a high-impact role focused on capital allocation, financial rigor, and decision quality.
Our TeamThis role sits within the Infrastructure & Site Services Front Office team, partnering with technology and business leaders to guide investment decisions across enterprise infrastructure capabilities.
What You Will Do In Your Role- Prioritize infrastructure investments by balancing business value, risk, capacity, and funding constraints
- Lead financial planning activities including annual budgeting, forecasting, variance analysis, and cost management
- Develop multi-year investment strategies for infrastructure reliability, capacity, cybersecurity, and technology lifecycle initiatives
- Build and maintain TCO models, business cases, and cost-benefit analyses to support investment decisions
- Translate complex financial, operational, and portfolio data into actionable insights and recommendations for leadership
- Establish portfolio governance, reporting, and performance metrics to improve transparency, capital allocation, and decision‑making
- Align portfolio commitments with resource capacity, funding availability, and delivery feasibility through partnership with service and execution teams.
- Experience in IT portfolio management, financial planning, technology finance, or investment analysis
- Demonstrated experience with financial modeling (TCO, ROI, cost/benefit analysis), budgeting, forecasting, and variance management
- Proven experience using analytical and problem‑solving skills with the ability to structure ambiguous problems
- Experience supporting portfolio prioritization and investment decisions
- Experience communicating complex financial concepts to non‑financial stakeholders
- Must have legal authorization to work permanently in the United States for any employer without requiring a visa transfer or visa sponsorship
- Experience in Infrastructure, Cloud, or Enterprise IT environments
- Experience with PPM tools (e.g., Service Now, Planview)
- Experience working with Finance partners on planning cycles and capital allocation
- Experience with portfolio governance frameworks or Lean Portfolio Management practices
- Experience influencing decisions without formal authority
At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location.
If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy.
Our benefits plan includes medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter.
Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E‑Verify. Please for additional information. (For Illinois E‑Verify information , aquí, or tu).
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