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Senior Portfolio Governance Analyst



Category

Financial Planning

Job Location

Fort Worth, TX

Tracking Code

501027 EX10

Position Type

Full-Time/Regular

How will your role impact First Command?

The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by leading business case development, analyzing initiative value and alignment, and producing actionable insights for strategic prioritization. This role partners directly with initiative sponsors, senior leaders, and governance stakeholders to evaluate proposals, manage portfolio data, and inform investment decisions. The analyst ensures transparency, alignment, and value realization across the enterprise portfolio, while also supporting core governance operations and portfolio reporting.

What will you be doing?

  •  Lead the development, review, and refinement of business cases in collaboration with initiative sponsors.
  • Analyze initiative alignment, resource requirements, strategic value, and risk.
  • Develop insights and recommendations for prioritization and sequencing based on roadmap and portfolio health.
  • Prepare materials and executive briefings for governance committees, ELT, and Board meetings.
  • Track and report on portfolio performance, benefits realization, and key metrics.
  • Maintain initiative records and support governance workflows across intake, evaluation, prioritization, and post-execution review.
  • Contribute to portfolio roadmap maintenance and development of governance templates, tools, and reporting standards.
  • Partner with the Director to identify risks, support strategic reviews, and drive continuous improvement.

 

What skills/qualifications do you need?

 

Education

  • Bachelor’s degree in Business, Finance, Project Management, Strategy, or a related field is required. Advanced degree preferred.

Work Experience

  • 6+ years in portfolio analysis, project management, or strategic planning.
  • Experience in business case development and strategic evaluation.

 

Certifications 

  • PMP, PfMP, SAFe Lean Portfolio Management, or other relevant project management certifications preferred.

Required Knowledge, Skills and Abilities

  • Strong analytical, critical thinking, and stakeholder engagement skills.
  • Proficient in portfolio tools (e.g., Smartsheet, Power BI, Excel).
  • Ability to operate independently and manage ambiguity in a dynamic environment.

 

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©2026 First Command Financial Services, Inc. parent of First Command Brokerage Services, Inc. (Member SIPCFINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.


First Command does not discriminate in the recruiting of Financial Advisors on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.



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