Sign upLog in

Global Portfolio Strategy Specialist

Integrated Resources, Inc

San Diego, CA

Apply
JOB DETAILS
SALARY
$30–$36 Per Hour
SKILLS
Analysis Skills, Artificial Intelligence (AI), Automation, Budgeting, Business Administration, Business Analysis, Business Case, Business Model, Business Strategy, Business Support, Case Management, Communication Skills, Competitive Analysis/Strategy, Competitive Research, Consulting, Cross-Functional, Customer Experience, Customer Relations, Data Analysis, Data Modeling, Economics, Establish Priorities, Expense Tracking, Financial Analysis, Financial Modeling, Financial Planning and Analysis (FP&A), Financial Strategy, Healthcare, Investment Management, Leadership, Management Consulting, Market Analysis, Market Trend Analysis, Marketing, Medical Equipment, Metrics, Microsoft Excel, Operational Expenditure (OPEX), Operational Strategy, Power BI, Process Improvement, Product Development, Product Management, Product Marketing, Product Strategy, Product Testing, Purchase Orders, Purchasing/Procurement, Reporting Dashboards, Research Skills, Return on Investment (ROI), Sales, Sales Qualification, Statement of Work (SOW), Strategic Analysis, Strategic Planning, Tableau, Trend Analysis, Vendor/Supplier Selection, Willing to Travel
LOCATION
San Diego, CA
POSTED
3 days ago
Global Portfolio Strategy Specialist
Location: San Diego CA
Contract: 5 Months
Pay: $30- $36/hr on w2
Travel Requirement: Ability to travel approximately 10-15%, including domestic and international travel.

Role Summary:
The Global Portfolio Strategy Specialist will play a critical role in supporting our global portfolio strategy through robust business case development, management and maintenance of global portfolio roadmaps, market sizing models, evaluation and prioritization of business opportunities and evaluation of international registries to ensure alignment with *** s long-term strategic and financial objectives.
Job Expectations
Product Portfolio Strategy:
Collaborate closely with Product Management and Commercial Marketing to identify, evaluate and prioritize new customer needs and product opportunities.
Assist in the development and maintenance of the portfolio roadmap, including supporting strategic planning cycles to reassess and update roadmap as needed.
Partner with Global Product Managers to build financial models and strategic positioning to support business case development of new product opportunities.
Help create and maintain dashboards, trackers, and reporting tools to monitor global product opportunities and portfolio activity.
Market Intelligence & Analysis
Conduct secondary research on macroeconomic trends, competitor movements and market sizing (TAM/SAM).
Collaborate with Commercial Analytics team to maintain global market sizing database by updating information from internal data, third-party research and competitive intelligence.
Assist with basic sensitivity analyses, ROI calculations and scenario modeling to support prioritization and investment opportunities.
Additional Responsibilities
Monitor and track operational expenditure (OPEX) spending aProductst budget to identify and flag variances for Global Portfolio Strategy team.
Drive end-to-end routing, review and internal approval for Statements of Work (SOWs) and Purchase Orders (POs).
Facilitate the setup of new external vendors within internal procurement systems.
Support additional Global Portfolio Strategy activities as assigned.

Qualifications
Education & Experience:
Bachelor s degree in Finance, Data Analytics, Economics, Business Administration, or a related field.
1-3 years of experience in commercial operations, corporate strategy, financial planning & analysis (FP&A), management consulting, data analytics or portfolio management, preferably in a highly regulated sector.

Skills & Competencies:
Strategic Thinking- the ability to see the big picture and translate mid-long term goals into portfolio priorities.
Market Analysis- strong understanding of market sizing methodologies, ability to interpret trends and external drivers that influence portfolio direction.
Business Modeling- understanding of how value is created, measured and sustained.
Financial Acumen- strong grasp of investment metrics and the ability to develop complex financial models and analyze data to support investment decisions.
Financial Analysis Tools: Strong proficiency in Excel and experience using Tableau, Power BI or other similar software systems.
Excellent Communication- ability to develop and deliver concise, data-backed recommendations to leadership and key stakeholders.

--------------------------------
Looking for a fresh-minded, early-career candidate with new perspective; HM explicitly wants someone not overly shaped by industry norms
Client experience is ~3 years (sweet spot), max ~5 years
Must have at least one full-time role post-college (no purely academic/internship-heavy profiles)
Strong financial and business acumen required (finance, business, econ, MBA-type background preferred but not required)
Needs to be very strong in Excel (heavy modeling, analysis, business case development)
Role is strategy-focused, not traditional marketing this is important to position correctly with candidates
Work includes evaluating new product opportunities, building business cases, financial modeling, and long-term strategy work
Cross-functional exposure with product, marketing, and sales, but not customer-facing
Industry background:
Open to broader medical device or healthcare experience
Molecular diagnostics is a plus but not required
HM is open to adjacent backgrounds if analytical skillset is strong
Nice-to-haves:
Exposure to AI tools, automation, or process improvement
Strategy, consulting, or analytical experience early in career
Experience working with data, building insights, or making recommendations
Soft profile:
Curious, analytical, and able to think outside the box
Comfortable with ambiguity and problem-solving
Strong communicator internally
Logistics:
Hybrid role, San Diego-based team
3 days onsite required (flexibility possible for right candidate, but anchor to 3 days)
Additional guidance to suppliers:
Do not oversubmit senior candidates this role will lean toward high-potential junior talent
Ensure candidates understand this is strategy/analytics-heavy, not general marketing
Prioritize candidates with clear evidence of financial modeling / Excel depth, not just exposure

About the Company

I

Integrated Resources, Inc