Unknown Company

Portfolio Lead

charlotte, nc • Posted 1 weeks ago
Hybrid Full Time Investing & Investment Banking

Job Title: Capacity Analyst

Location: Charlotte, NC (Hybrid - 3 days onsite)

*NO C2C*

Overview

Our client, a leading organization in the technology sector, is seeking a detail‑oriented Capacity Analyst to support a large‑scale technology portfolio. This role focuses on tracking, analyzing, and optimizing resource capacity and budget allocation across a multimillion‑dollar technology spend. You will play a key role in driving visibility, accuracy, and efficiency across portfolio planning and financial performance.

What’s the Job?

  • Track and manage capacity across a diverse technology portfolio, ensuring alignment with business priorities
  • Support financial oversight of a multimillion‑dollar budget, including forecasting, variance analysis, and reporting
  • Maintain and enhance capacity and budget tracking tools, primarily in Excel
  • Analyze resource utilization trends and provide insights to improve efficiency and allocation
  • Develop dashboards and reports to provide visibility into capacity, spend, and performance metrics
  • Partner with technology leaders, finance teams, and project managers to ensure accurate planning and reporting
  • Identify risks, gaps, or inefficiencies in capacity and recommend solutions
  • Ensure data accuracy and consistency across all reporting and tracking processes

What’s Needed?

  • 3+ years of experience in capacity planning, financial analysis, or portfolio support (technology environment preferred)
  • Advanced proficiency in Microsoft Excel (pivot tables, formulas, data analysis, reporting)
  • Experience tracking and managing budgets, ideally within a multimillion‑dollar environment
  • Strong attention to detail and ability to manage complex data sets accurately
  • Excellent analytical, problem‑solving, and organizational skills
  • Ability to manage multiple priorities in a fast‑paced environment
  • Strong communication skills with the ability to work cross‑functionally

Preferred Qualifications

  • Experience supporting technology or IT portfolios
  • Familiarity with capacity planning tools or financial systems
  • Experience building dashboards or visual reporting (Power BI, Tableau, etc.)

What’s in it for me?

  • Opportunity to work on high‑impact technology initiatives
  • Exposure to both financial and technology leadership
  • Hands‑on experience with capacity planning and portfolio analytics
  • Collaborative, cross‑functional work environment
  • Opportunity to build advanced reporting and analytics skills

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