Enterprise AI Portfolio & Value Capture Analyst

Analyze portfolio trends such as value, pipeline mix, platform usage, functional area, lifecycle stage, funding needs, and delivery readiness. Comfort working with portfolio, operational, or governance data in tools such as Excel, SharePoint, Power BI, PowerPoint, Word, and Teams.

Summary:

• Location: Oakland, CA Local is preferred but non-local is acceptable.
• Work Mode: Remote, hybrid, or onsite. If local, hybrid in-office availability (roughly 1 day/week).
• Duration: 12 months

Responsibilities:

• Track AI use cases across intake, governance, delivery, production readiness, ownership, status, and value realization.
• Support value capture documentation, including projected value, realized benefits, savings, costs, assumptions, and key metrics.
• Maintain and reconcile portfolio data across trackers, dashboards, reports, and source systems to improve accuracy and completeness.
• Analyze portfolio trends such as value, pipeline mix, platform usage, functional area, lifecycle stage, funding needs, and delivery readiness.
• Coordinate with use case owners and governance stakeholders to gather missing information, confirm status, and resolve open items.
• Support program operations, including meeting notes, action items, status updates, follow-up communications, registration checks, and artifact organization.

Requirements:

• Strong organization, attention to detail, and ability to manage follow-ups across multiple workstreams.
• Clear written communication skills, including the ability to summarize status, issues, and next steps for business and technical stakeholders.
• Comfort working with portfolio, operational, or governance data in tools such as Excel, SharePoint, Power BI, PowerPoint, Word, and Teams.

Preferred Skills:

• Experience or interest in Power Apps, Power Automate, data visualization, or reporting automation.
• Ability to identify process gaps, improve data quality, and propose practical operational improvements.
• Interest in AI, portfolio management, technology governance, value tracking, data analysis, or business operations.

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