Talent.com
Portfolio Analyst

Portfolio Analyst

TriMedxIndianapolis, IN, United States
4 days ago
Job type
  • Full-time
Job description

Requisition Number : R12369

Position Title :

External Description :

If you are wondering what makes TRIMEDX different, it's that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance.

  • Everyone is focused on serving the customer and we do that by collaborating and supporting each other
  • Associates look forward to coming to work each day
  • Every associate matters and makes a difference

It is truly a culture like no other â€" We hope you will join our team! Find out more about our company and culture here.

The Portfolio Analyst collaborates with the Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs. This position is responsible for review and adjustment of contract structures, research, analysis, and pricing of new services, creating client budgets, and generating financial sales support materials for growth opportunities in the assigned operational territory. The Portfolio Analyst will support the management of customer contracts. This role requires frequent interaction with operational management to define, analyze and build the service program. In addition the Portfolio Analyst may be required to present recommendations to the client.

Location : Indianapolis, Indiana Central Office. Our Central (Corporate) Office is located on the northwest side of Indianapolis. Candidates must currently reside within a 70 mile radius of our Indianapolis office. Position is Hybrid, work in office approximately 1 day a week (or as needed).

  • Relocation is not available for this position
  • Immigration sponsorship not available for this position
  • Responsibilities

    Account Management Analysis

  • Provide timely and accurate quarterly price adjustments
  • Lead account review and pricing efforts
  • Develop accurate customer budget forecasts
  • Work with Contract Management and F&A for contract renewal and contract linking support
  • Conduct program analysis to provide accurate sales quotes
  • Assist in data analysis and inventory reconciliation
  • Support the management of customer contracts and required reporting and analysis
  • Ensure account activities align with customer contract
  • Independently lead customer engagement meetings
  • Problem solve to assist and develop responses to customer requests and questions
  • Project Management (Special Projects)

  • Under direction from senior leaders, assist in lead special projects designed to improve departmental and inter-departmental process efficiency and effectiveness
  • Provide analysis on existing service programs
  • Project Administration

  • Coordinate project plans and timelines
  • Provide analysis on existing service programs
  • Responsible for the completion of required project deliverables
  • Participate in transitioning new business wins to Clinical Engineering Services
  • All other duties as assigned.
  • Skills and Experience

  • Minimum 2 years of experience in a professional client services role
  • Experience in performing financial or data analysis and assessments
  • Strong Microsoft Excel skills required; Access skills desired
  • Ability to work both solo and in a collaborative team format
  • Ability to create and manage a project plan and a project team
  • High attention to detail with strong drive for accuracy
  • Ability to prioritize work and balance multiple projects
  • Ability to build, establish, and manage collaborative relationships
  • Excellent problem solving and analytical thinking skills
  • Strong written, verbal, and presentational communication skills
  • Education and Qualifications

  • Associates degree or equivalent required. Â Bachelors degree preferred. Preference to Finance, Math, Business, Economics, or demonstrable analytical field.
  • #LI-Hybrid

    At TRIMEDX, we are committed to cultivating a workplace culture where every associate feels valued, supported, and empowered to thrive. This culture reflects our belief that our people are our foundation, their well-being is essential, and shared success is built through meaningful work, recognition, and opportunities for growth.

    We embrace people’s differences which include age, race, color, ethnicity, gender, gender identity, sexual orientation, national origin, education, genetics, veteran status, disability, religion, beliefs, opinions and life experiences.Â

    Visit our website to view our Workplace Culture Commitment , along with our social channels to see what our team is up to : Facebook, LinkedIn , Twitter .

    TRIMEDX is an Equal Opportunity Employer. Drug-Free Workplace.

    Because we are committed to providing a safe and productive work environment, TRIMEDX is a drug-free workplace. Accordingly, Associates are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession, or use of any controlled substance or marijuana, or otherwise being under the influence thereof, on all TRIMEDX and Customer property or during working / on-call hours.

    City : State :

    Community / Marketing Title : Portfolio Analyst

    Company Profile :

    Location_formattedLocationLong : Indianapolis, Indiana US

    CountryEEOText_Description :

    Create a job alert for this search

    Portfolio Analyst • Indianapolis, IN, United States

    Related jobs
    • Promoted
    Equipment Finance Portfolio Manager (remote or onsite)

    Equipment Finance Portfolio Manager (remote or onsite)

    Northwest BankFishers, IN, United States
    Remote
    Temporary
    The Equipment Finance Portfolio Manager is responsible for the ongoing monitoring process for the Bank's Commercial loans associated with the Equipment Finance vertical, to ensure timely and accura...Show moreLast updated: 28 days ago
    • Promoted
    Investment Analyst

    Investment Analyst

    Indiana University FoundationIndianapolis, IN, US
    Full-time
    Are you a high-performer who wants to contribute to a mission-driven and values-based organization? If you are motivated by doing impactful work and making a difference in people’s lives, the...Show moreLast updated: 5 days ago
    • Promoted
    Remote Senior Financial Analyst ($50-$60 / hour)

    Remote Senior Financial Analyst ($50-$60 / hour)

    Data AnnotationCarmel, Indiana
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 16 days ago
    • Promoted
    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Remote Financial Analyst - AI Trainer ($50-$60 / hour)

    Data AnnotationAnderson, Indiana
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 16 days ago
    • Promoted
    Credit Analyst II

    Credit Analyst II

    Busey BankCarmel, IN, United States
    Full-time
    The Credit Analyst II provides accurate, timely, and succinct credit analysis to support the company's portfolio management and new business development efforts. This position is open to all locatio...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager - BBLC

    Portfolio Manager - BBLC

    Indianapolis StaffingIndianapolis, IN, US
    Full-time
    As the Portfolio Manager - BBBLC, you will be responsible for assisting Business Banking and Practice Finance officers in the portfolio management activities (generally loans over $500,000) that ar...Show moreLast updated: 1 day ago
    • Promoted
    Investor Reporting Analyst - Single Family Mortgage

    Investor Reporting Analyst - Single Family Mortgage

    Merchants BancorpWestfield, IN, United States
    Full-time
    Preferred location is Carmel, IN - HQ.GNMA, FNMA, FHLMC) using servicing system, database and reporting tools.The Investor Reporting Analyst performs these accounting tasks as a part of maintaining...Show moreLast updated: 1 day ago
    • Promoted
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data AnnotationFishers, Indiana
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 16 days ago
    • Promoted
    CRE Portfolio Manager

    CRE Portfolio Manager

    Northwest BankFishers, IN, United States
    Temporary
    The CRE Portfolio Manager is responsible for the ongoing monitoring process for the Bank's CRE commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan ag...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Manager- SA.019

    Portfolio Manager- SA.019

    Abacus Service CorporationIndianapolis, IN, US
    Full-time
    NYSERDA Staff Augmentation Request Form Department Requesting Resource Large-Scale Renewables Initiative Voluntary REC Sales Programmatic need being met by this request The NYSERDA Voluntary Tier 1...Show moreLast updated: 1 day ago
    • Promoted
    Principal Financal Analyst, Product Finance Deals

    Principal Financal Analyst, Product Finance Deals

    Indianapolis StaffingIndianapolis, IN, US
    Full-time
    Oracle Cloud Infrastructure Product Finance Analyst.Oracle Cloud Infrastructure (OCI) is one of the fastest growing businesses for the company. In OCI Finance, members of the Workload Health Product...Show moreLast updated: 1 day ago
    • Promoted
    Investor Reporting Analyst - Single Family Mortgage

    Investor Reporting Analyst - Single Family Mortgage

    Merchants Bank of IndianaCarmel, IN, US
    Full-time
    Preferred location is Carmel, IN - HQ.GNMA, FNMA, FHLMC) using servicing system, database and reporting tools.The Investor Reporting Analyst performs these accounting tasks as a part of maintaining...Show moreLast updated: 1 day ago
    • Promoted
    C&I Portfolio Manager

    C&I Portfolio Manager

    Northwest BankFishers, IN, United States
    Temporary
    The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan...Show moreLast updated: 16 days ago
    Portfolio Manager Team Lead

    Portfolio Manager Team Lead

    GpacIndianapolis, Indiana, United States
    Full-time
    Quick Apply
    Confidential Opportunity : Portfolio Manager Team Lead – Commercial Banking.Holland, MI (Relocation Welcome).A well-capitalized Midwest-based financial institution is seeking an experienced.Th...Show moreLast updated: 2 days ago
    • Promoted
    Associate Portfolio Manager Remote (Fixed-Term Assignment)

    Associate Portfolio Manager Remote (Fixed-Term Assignment)

    Indianapolis StaffingIndianapolis, IN, US
    Remote
    Temporary
    Associate Portfolio Manager (APM) Key Markets.At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning.We are bonded by our ...Show moreLast updated: 1 day ago
    • Promoted
    Horizon Core Deposit Systems & Conversion Analyst

    Horizon Core Deposit Systems & Conversion Analyst

    First Merchants BankDaleville, IN, US
    Full-time
    First Merchants Bank is seeking a Senior Horizon Core Deposit Systems & Conversion Analyst to join our team! This position will ensure assigned core banking and related deposit or loan systems ...Show moreLast updated: 3 days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    First Merchants BankIndianapolis, IN, US
    Full-time
    First Merchants Bank is seeking a Portfolio Analyst to join our team! This position will perform portfolio monitoring tasks and assist in the timely and accurate risk grading of the commercial bank...Show moreLast updated: 27 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    First Merchants BankIndianapolis, IN, US
    Full-time
    First Merchants Bank is seeking a Portfolio Manager to join our team! This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments.Esse...Show moreLast updated: 30+ days ago