# Innovation Portfolio Analyst

*/JobTypes/Innovation_Portfolio_Analyst*

## Neighborhood

### Related (delivered by)

- [Report Innovation Portfolio Performance](/Processes/Report_Innovation_Portfolio_Performance) — delivered by · Processes
- [Evaluate IT research project outcomes](/Processes/Evaluate_IT_research_project_outcomes) — delivered by · Processes

### Related (staff)

- [Service Innovation](/Departments/Service_Innovation) — staff · Departments
- [Innovation Department](/Departments/Innovation_Department) — staff · Departments

### Perform

- [Report portfolio performance](/Tasks/Report_portfolio_performance) — perform · Tasks
- [Recommend portfolio rebalancing](/Tasks/Recommend_portfolio_rebalancing) — perform · Tasks
- [Track project progress and spend](/Tasks/Track_project_progress_and_spend) — perform · Tasks
- [Analyze innovation portfolio balance](/Tasks/Analyze_innovation_portfolio_balance) — perform · Tasks
- [Assess portfolio risk and returns](/Tasks/Assess_portfolio_risk_and_returns) — perform · Tasks
- [Run Scenario and Sensitivity Analyses](/Tasks/Run_Scenario_and_Sensitivity_Analyses) — perform · Tasks
- [Prepare materials for portfolio review meetings](/Tasks/Prepare_materials_for_portfolio_review_meetings) — perform · Tasks
- [Analyze portfolio balance across horizons and risk classes](/Tasks/Analyze_portfolio_balance_across_horizons_and_risk_classes) — perform · Tasks
- [Build dashboards tracking portfolio health metrics](/Tasks/Build_dashboards_tracking_portfolio_health_metrics) — perform · Tasks
- [Compile and maintain the innovation initiative inventory](/Tasks/Compile_and_maintain_the_innovation_initiative_inventory) — perform · Tasks
- [Flag stalled or underperforming initiatives](/Tasks/Flag_stalled_or_underperforming_initiatives) — perform · Tasks
- [Model risk, cost, and expected return per initiative](/Tasks/Model_risk,_cost,_and_expected_return_per_initiative) — perform · Tasks
- [Support prioritization and resource allocation decisions](/Tasks/Support_prioritization_and_resource_allocation_decisions) — perform · Tasks
- [Report portfolio insights to leadership](/Tasks/Report_portfolio_insights_to_leadership) — perform · Tasks
- [Model investment allocation scenarios](/Tasks/Model_investment_allocation_scenarios) — perform · Tasks
- [Build portfolio dashboards](/Tasks/Build_portfolio_dashboards) — perform · Tasks
- [Analyze portfolio value and risk balance](/Tasks/Analyze_portfolio_value_and_risk_balance) — perform · Tasks
- [Track innovation project status and metrics](/Tasks/Track_innovation_project_status_and_metrics) — perform · Tasks

### Required knowledge

- [Risk Assessment Methodologies](/Knowledge/Risk_Assessment_Methodologies) — requires knowledge · Knowledge
- [Corporate Finance](/Knowledge/Corporate_Finance) — requires knowledge · Knowledge
- [Portfolio Management](/Knowledge/Portfolio_Management) — requires knowledge · Knowledge
- [Innovation valuation methods](/Knowledge/Innovation_valuation_methods) — requires knowledge · Knowledge
- [Portfolio theory and horizon frameworks](/Knowledge/Portfolio_theory_and_horizon_frameworks) — requires knowledge · Knowledge
- [Innovation Metrics](/Knowledge/Innovation_Metrics) — requires knowledge · Knowledge
- [Investment Analysis](/Knowledge/Investment_Analysis) — requires knowledge · Knowledge

### Type of

- [Management Analyst](/Occupations/Management_Analyst) — type of · Occupations
- [Management Analysts](/Occupations/Management_Analysts) — type of · Occupations

### Requires ability

- [Deductive Reasoning](/Ability/Deductive_Reasoning) — requires ability · Ability
- [Attention to detail](/Ability/Attention_to_detail) — requires ability · Ability
- [Numerical reasoning](/Ability/Numerical_reasoning) — requires ability · Ability
- [Synthesizing patterns from data](/Ability/Synthesizing_patterns_from_data) — requires ability · Ability
- [Inductive Reasoning](/Ability/Inductive_Reasoning) — requires ability · Ability
- [Information Ordering](/Ability/Information_Ordering) — requires ability · Ability
- [Mathematical Reasoning](/Ability/Mathematical_Reasoning) — requires ability · Ability

### Engage in

- [Analyze innovation portfolio balance](/Activities/Analyze_innovation_portfolio_balance) — engage in · Activities
- [Model funding allocation scenarios](/Activities/Model_funding_allocation_scenarios) — engage in · Activities
- [Analyze portfolio balance across horizons and risk classes](/Activities/Analyze_portfolio_balance_across_horizons_and_risk_classes) — engage in · Activities
- [Build dashboards tracking portfolio health metrics](/Activities/Build_dashboards_tracking_portfolio_health_metrics) — engage in · Activities
- [Model risk, cost, and expected return per initiative](/Activities/Model_risk,_cost,_and_expected_return_per_initiative) — engage in · Activities
- [Analyze portfolio value and risk balance](/Activities/Analyze_portfolio_value_and_risk_balance) — engage in · Activities
- [Model investment allocation scenarios](/Activities/Model_investment_allocation_scenarios) — engage in · Activities

### Uses software

- [Portfolio Management Software](/Software/Portfolio_Management_Software) — uses software · Software
- [Business Intelligence Platform](/Software/Business_Intelligence_Platform) — uses software · Software
- [Spreadsheet Software](/Software/Spreadsheet_Software) — uses software · Software
- [Tableau](/Software/Tableau) — uses software · Software
- [Airtable](/Software/Airtable) — uses software · Software
- [Power BI](/Software/Power_BI) — uses software · Software
- [Innovation Management Platform](/Software/Innovation_Management_Platform) — uses software · Software
- [Microsoft Excel](/Software/Microsoft_Excel) — uses software · Software
- [Business Intelligence Software](/Software/Business_Intelligence_Software) — uses software · Software

### Required skills

- [Financial Modeling](/Skills/Financial_Modeling) — requires skill · Skills
- [Data Analysis](/Skills/Data_Analysis) — requires skill · Skills
- [Critical Thinking](/Skills/Critical_Thinking) — requires skill · Skills
- [Analytical storytelling](/Skills/Analytical_storytelling) — requires skill · Skills
- [Data visualization and dashboarding](/Skills/Data_visualization_and_dashboarding) — requires skill · Skills
- [Quantitative portfolio modeling](/Skills/Quantitative_portfolio_modeling) — requires skill · Skills
- [Spreadsheet financial modeling](/Skills/Spreadsheet_financial_modeling) — requires skill · Skills
- [Dashboard Building](/Skills/Dashboard_Building) — requires skill · Skills
- [Portfolio Analysis](/Skills/Portfolio_Analysis) — requires skill · Skills
- [Scenario Modeling](/Skills/Scenario_Modeling) — requires skill · Skills

### Problems this exposes

- [stage-gate funnel data scattered so the portfolio's risk-balance is unknowable in real time](/Problems/stage-gate_funnel_data_scattered_so_the_portfolio's_risk-balance_is_unknowable_in_real_time) — exposes problem · Problems
- [kill-vs-continue decisions delayed because pivot signals aren't instrumented](/Problems/kill-vs-continue_decisions_delayed_because_pivot_signals_aren't_instrumented) — exposes problem · Problems
- [ROI/NPV on early-stage bets forecast on assumptions nobody revisits at the next gate](/Problems/ROI%2FNPV_on_early-stage_bets_forecast_on_assumptions_nobody_revisits_at_the_next_gate) — exposes problem · Problems
- [resource contention across projects surfaces only after commitments are made](/Problems/resource_contention_across_projects_surfaces_only_after_commitments_are_made) — exposes problem · Problems