Portfolio Analyst

Job Description

Portfolio Analyst

- Develop and lead portfolio analytics strategies, transforming R&D, clinical, regulatory, and commercial data into compelling, insight-rich visualizations for decision-makers.
- Design and build interactive presentations & reports using Microsoft PowerPoint & Power BI, Tableau, or similar BI tools, ensuring data is intuitive, engaging, and business-relevant.
- Translate complex portfolio data (clinical trial progress, regulatory milestones, pipeline prioritization, market trends) into concise visual narratives that facilitate executive decision-making.
- Collaborate with cross-functional teams (R&D, Finance, Commercial, Regulatory, Market Access) to synthesize data from multiple sources, aligning insights with business strategy.
- Track and monitor key portfolio performance indicators, including pipeline investments, resource allocation, clinical success rates, and commercialization forecasts.
- Establish and maintain portfolio data governance, ensuring accuracy, consistency, and integrity of information used for strategic decision-making.
- Drive scenario planning and predictive modeling, leveraging AI/ML-powered BI tools to assess portfolio risks, opportunities, and trade-offs.
- Develop executive-ready presentations, infographics, and business cases, ensuring leadership has clear, data-backed insights to guide portfolio investment and resource allocation.
- Analyze competitive intelligence, industry trends, and regulatory updates, integrating insights into portfolio planning and lifecycle management strategies.
- Continuously refine visualization frameworks, adopting the latest data storytelling techniques, design principles, and BI automation to improve stakeholder engagement.

What we expect of you:

- Master's degree and 4 to 6 years of experience in Management Analytics consulting OR
- Bachelor's degree and 6 to 8 years of experience in Management Analytics consulting OR
- Diploma and 10 to 12 years of experience in Management Analytics consulting experience

Basic Qualifications:

- Experience in portfolio analysis, business intelligence (BI), or data visualization, with a strong background in the biotech/pharmaceutical industry.
- Expertise in Microsoft PowerPoint, Excel, Power BI, Tableau, Looker, Qlik Sense, or other BI visualization tools for executive reporting and data storytelling.
- Strong understanding of drug development lifecycle, including clinical trials (Phase I-IV), regulatory milestones, market access, and commercialization strategies.
- Proficiency in data modeling, SQL, Excel, and analytical scripting (DAX, Power Query M, or Python/R for analytics).
- Experience working with R&D, Commercial, and Financial teams in a biotech/pharma setting, translating scientific and business data into actionable insights.
- Strong ability to synthesize complex datasets into executive-level dashboards, visual reports, and storytelling presentations.
- Knowledge of portfolio management frameworks, risk analysis, and scenario modeling within pharmaceutical pipeline planning.
- Experience integrating industry-standard data sources such as ClinicalTrials.gov, Evaluate-Pharma, IQVIA, FDA databases, and commercial market research.
- Exceptional communication and stakeholder management skills, with experience in engaging C-suite executives, board members, and scientific leadership.
- Ability to manage multiple high-priority projects, ensuring on-time delivery in a fast-paced, highly regulated environment.
- Certification in BI & Data Analytics (Microsoft Certified Power BI Data Analyst, Tableau Desktop Certified, Looker Certified, etc.).
- Experience with AI/ML-driven BI solutions, including predictive analytics, anomaly detection, and natural language processing (NLP) for BI.
- Familiarity with Lean Portfolio Management (LPM), Agile SAFe methodologies, and enterprise BI governance strategies.

Preferred Qualifications:

- Expertise in Power BI, Tableau, or Looker for developing interactive dashboards, executive reports, and data storytelling for decision-making.
- Strong understanding of clinical trials (Phase I-IV), regulatory achievements (FDA, EMA), R&D investments, and drug commercialization strategies.
- Proficiency in SQL, DAX, Power Query (M), and Excel, with experience in data modeling, financial forecasting, and scenario analysis.
- Experience in pipeline prioritization, resource allocation, probability of success (PoS) modeling, and competitive intelligence analysis.
- Ability to translate complex portfolio data into executive-ready insights, using data visualization, storytelling techniques, and critical communication.

Soft Skills:

- Excellent analytical and fixing skills.
- Strong verbal and written communication skills.
- Ability to work effectively with global, virtual teams.
- High degree of initiative and self-motivation.
- Ability to manage multiple priorities successfully.
- Team-oriented, with a focus on achieving team goals.
- Ability to learn quickly, be organized and diligent.
- Strong presentation and public speaking skills.

---