• Portfolio Analyst I

    Location US-IN-Indianapolis
    Job ID
    Company Name
    TriMedx, LLC
  • Overview

    The Portfolio Analyst collaborates with the Finance, Operations, and Field Operations teams to support existing client service programs. This position is responsible for review and adjustment of client programs, research, analysis, and pricing of new services, creating client budgets, and generating financial sales support materials for growth opportunities in the assigned operational territory. Working with the Portfolio Manager and Area Director, the Portfolio Analyst will support the management of customer programs. The Portfolio Analyst 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.


    • Provide timely and accurate quarterly price adjustments
    • Lead account review and pricing efforts; Develop accurate customer budget forecasts
    • 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
    • Provide analysis on existing service programs
    • Participate in transitioning new business wins to the Client Services team


    • Bachelor's degree required. Preference to Finance, Math, Business, Economics, or demonstrable analytical field.
    • Minimum 2 years of experience, preferably in a customer facing or client services role
    • Experience working with large data sets and performing financial or data analysis
    • Strong Microsoft Excel skills required; Access skills desired
    • 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


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