Lead Portfolio Management Specialist

Important Application Submission Information

In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Sunday, July 19, 2026

The Lead Portfolio Management Specialist serves as the Portfolio Manager for assigned areas of responsibility and is accountable for end-to-end coordination, integration, and quality assurance of the Power Grid Operations (PGO) capital investment planning process, with a primary focus on the Enterprise Capital Optimization (ECO) cycle and the rolling five-year capital plan. This role works closely with Portfolio Owners, Investment Owners, PGO leadership, regulatory partners, Finance, and cross-functional stakeholders to ensure capital plans reflect true business need, meet governance and timing requirements, and are prepared for functional and jurisdictional executive funding reviews and endorsement decisions.

This position can be located at any Duke Energy location that has vacancy. The exact location will be determined at the time of offer based on business needs.

In addition, this role serves as a centralized governance and integration point for PGO capital planning, ensuring transparency, consistency, and risk-informed decision-making in an inherently capital-constrained funding environment. The role translates complex funding tradeoffs and associated risks into decision-ready insights through expert-level process guidance, stakeholder coordination, and analytics support critical to effective capital planning and allocation.

• Lead initial data collection for the five-year Distribution Capital Plan, including planning cycle kickoff meetings, timelines, and communications with key stakeholders such as Portfolio Owners, Investment Owners, Program Managers, and other cross-functional partners.
• Serve as a subject matter expert for the PGO capital planning process, including value scoring support, prioritization discussions, and adherence to defined planning frameworks, governance requirements, and milestones.
• Provide clear guidance, instructions, and ongoing status updates to Investment Owners to ensure all required templates and inputs are fully completed, quality checked, validated, and submitted by required deadlines.
• Maintain tracking tools and contact lists for program inputs; proactively identify gaps, risks, or inconsistencies in scope, data quality, or assumptions, and work with stakeholders to resolve them.
• Consolidate project and program investments to support input submission, scoring, portfolio optimization, re-slotting, tradeoff evaluation, and funding decisions.
• Develop and maintain a thorough understanding of portfolio-level risks associated with funding decisions, including reliability, operational, regulatory, customer, and financial risks resulting from deferred or unfunded investment needs.
• Translate funding tradeoffs and associated risk exposure into clear, decision-ready insights to support leadership prioritization, reslotting, and capital allocation decisions in an inherently capital-constrained funding environment.
• Ensure all ECO deliverables are completed accurately, on time, and aligned with Corporate Policies, enterprise strategy, and business unit objectives.

• Perform the Portfolio Manager role for assigned functional and regional responsibilities, with a primary Distribution focus.
• Act as the PGO capital planning centralized governance and integration point for regional Portfolio Owners, Transmission Portfolio Managers, PGO Leadership, Finance, regulatory partners, and other key stakeholders.
• Serve as the primary point of accountability for the regional Distribution capital portfolio, maintaining a deep understanding of local system needs, investment drivers, constraints, and jurisdiction-specific considerations.
• Ensure consistency and comparability of capital plans across regions and jurisdictions, while appropriately reflecting regional priorities, risks, and operating conditions within planning frameworks.
• Proactively engage with regional leadership and stakeholders to surface emerging needs, risks, and tradeoffs, and to align regional inputs with enterprise funding assumptions and targets.
• Schedule, prepare for, and facilitate capital plan review meetings throughout the capital planning cycle; ensure funding decisions, actions, and changes are clearly and timely documented, communicated and understood.
• Advise leadership on regional funding tradeoffs and associated risks, including the implications of deferred or unfunded investments on reliability, safety, regulatory outcomes, customer experience, and long-term cost.
• Respond rapidly to ad hoc data requests, leadership questions, and scenario analyses related to funding, scope, and portfolio impacts.

• Produce and communicate monthly Power BI usage metrics and reporting insights in accordance with…