Senior Product Portfolio Operations Associate

Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation.

As a Senior Product Portfolio Operations Associate in the Chief Analytics Office, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. In this role you will support portfolio operations and day‑to‑day book‑of‑work management of the Chief Analytics Office, helping translate their applied and research activity into disciplined governance, clear portfolio artifacts, and leadership‑ready reporting that supports prioritization and decision‑making.

The work spans a broad, firmwide stakeholder set with strong cross‑line‑of‑business touchpoints, requiring partnering with delivery teams and business stakeholders to bring clarity to scope, status, dependencies, and outcomes. In parallel, the role has a secondary mandate to collaboratively advance a wider team automation agenda by applying hands‑on analytics and workflow automation to reduce manual effort, improve data quality, and increase the cadence, consistency, and scalability of management information for both the team and its line‑of‑business partners.

This role is well suited to someone with strong technical and analytics skills who wants to grow into broader portfolio management responsibilities within a global, AI organization.

• Creates synergies across products to ensure successful delivery against business objectives
• Collects key inputs from across products to ensure the full product‑line framework highlights our core cross‑product priorities, sequencing, and trade‑offs
• Calculates metrics for portfolio management operations and analyzes data for areas of opportunity
• Develops change initiative materials and change timelines
• Assists in the product‑level collection strategy consisting of controls, financials, and resourcing needs
• Primarily, run core portfolio coordination processes across the CAO portfolio (research and applied initiatives), including intake, prioritization views, cadence management, status packs, dependency management, and decision/action follow-through, while ensuring consistency across core portfolio artifacts, and maintaining audit‑ready documentation.
• Secondarily, collaborate on and support automated reporting and book‑of‑work management using strong/sound Python and/or similar scripting languages, to help build repeatable pipelines and workflows that take defined “cuts” of data, schedule refreshes, perform validation checks, and publish consistent outputs into visual reporting and dashboards (including but not limited to Tableau
  ) to meet team and line‑of‑business stakeholder reporting needs.
• Deliver high‑quality analytics and leadership‑ready “views” by shaping datasets, pivoting and summarizing inputs, performing QA/reconciliation checks, and turning the numbers into clear narrative insights using advanced Excel (including pivot tables
  , structured datasets, and lookups/models as appropriate) for both internal governance and partner‑facing updates.
• Link work‑management tools (e.g., ) to firmwide data sources via APIs and workflow tools (e.g.,
  Alteryx or comparable), with appropriate access controls, documentation, and resilient operating procedures that support reliable run, support, and handover across multiple stakeholder groups.
• “Thicken” team capability by confidently picking up automation assets and Python scripts created by others, running them reliably, maintaining them, and refactoring/extending them where needed to scale reusable reporting and portfolio workflows, supported by clear handover notes and run instructions.
• Communicate clearly with a broad stakeholder set (including line‑of‑business partners), producing crisp written updates and confident verbal briefings while operating with initiative, autonomy, and strong collaboration habits, including proactively identifying process…