Portfolio Management Specialist

Insight Global is seeking a Portfolio Management Specialist to support the strategic implementation of a new Portfolio Management application. This role sits at the intersection of portfolio domain expertise, product ownership, and hands-on business analysis, with a growing focus on AI-enabled workflows and tools.

This individual will help define and execute the rollout of a Portfolio Management platform, while also leveraging (or learning) AI-driven capabilities to improve decision-making, efficiency, and adoption.

Please Note: We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Strong Portfolio Management domain knowledge (most critical requirement)
Experience working as a Product Owner, Business Systems Analyst, or similar role
Hands-on experience supporting system implementations or transformations
Strong analytical, data, and process improvement capabilities
Ability to engage stakeholders and translate complex concepts clearly
Proven ability to work in matrixed environments and drive alignment across teams

Exposure to or interest in AI / GenAI tools and applications (not limited to banking AI)
Experience incorporating AI into workflows, product features, or analysis
Background working with AI Labs, innovation teams, or emerging technologies
CFA or financial services background

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.