Senior Portfolio Governance Analyst

How will your role impact First Command?

The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing actionable insights for strategic prioritization. This role partners directly with initiative sponsors, senior leaders, and governance stakeholders to evaluate proposals, manage portfolio data, and inform investment decisions. The analyst ensures transparency, alignment, and value realization across the enterprise portfolio, while also supporting core governance operations and portfolio reporting.

What will you be doing?

* Lead the development, review, and refinement of business cases in collaboration with initiative sponsors.

* Analyze initiative alignment, resource requirements, strategic value, and risk.

* Develop insights and recommendations for prioritization and sequencing based on roadmap and portfolio health.

* Prepare materials and executive briefings for governance committees, ELT, and Board meetings.

* Track and report on portfolio performance, benefits realization, and key metrics.

* Maintain initiative records and support governance workflows across intake, evaluation, prioritization, and post-execution review.

* Contribute to portfolio roadmap maintenance and development of governance templates, tools, and reporting standards.

* Partner with the Director to identify risks, support strategic reviews, and drive continuous improvement.

What skills/qualifications do you need?

Education

* Bachelor's degree in Business, Finance, Project Management, Strategy, or a related field is required. Advanced degree preferred.

Work Experience

* 6+ years in portfolio analysis, project management, or strategic planning.

* Experience in business case development and strategic evaluation.

Certifications

* PMP, PfMP, SAFe Lean Portfolio Management, or other relevant project management certifications preferred.

Required Knowledge,

Skills and Abilities

* Strong analytical, critical thinking, and stakeholder engagement skills.

* Proficient in portfolio tools (e.g., Smartsheet, Power BI, Excel).

* Ability to operate independently and manage ambiguity in a dynamic environment.

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2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc.,

an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).

Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.

First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.

In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.

SIPC - Securities Investor Protection Corporation

Securities Investor Protection Corporation