Portfolio Management Analyst II - Research Administration FT at AdventHealth

Date Posted: 12/1/2021


Job Snapshot

  • Job Schedule
  • Location:
    Orlando, FL
  • Date Posted:
  • Job ID:
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    1 - Day

Job Description


Portfolio Management Analyst II - Research Administration - AdventHealth Orlando

Location Address:  601 E. Rollins St., Orlando, FL 32801

Top Reasons to work at AdventHealth Orlando

  • Located on a lush tropical campus, our flagship hospital, 1,368-bed AdventHealth Orlando
  • serves as the major tertiary facility for much of the Southeast, the Caribbean and South America
  • AdventHealth Orlando houses one of the largest Emergency Departments and largest cardiac catheterization labs in the country
  • We are already one of the busiest hospitals in the nation, providing service excellence to more than 32,000 inpatients and 125,000 outpatients each year

Work Hours/Shift:

  •  Full Time, Days

You Will Be Responsible For:  

Reporting to the Portfolio Management Manager, the Portfolio Management Analyst II (The Analyst) is responsible for the use, implementation, and refinement of tools and processes to track the overall coordination, execution, and completion of projects ensuring consistency with the strategy, commitments and goals of the AdventHealth Research Institute. The Analyst collects and reviews both operational and financial data sets with the goal of ensuring effective and efficient use of resources that supports the financial and strategic business objectives and priorities. The Analyst serves as a liaison between Research Services, financial, and operational teams, tracking project tasks and resource requirements, monitoring and reporting on the progress of projects. The Analyst facilitates training of colleagues on portfolio management tools and contributes to process improvement activities. Actively participates in outstanding customer service and accepts responsibility in maintaining relationships that are equally respectful to all.


What You Will Need:


  • Associates degree in medical, scientific, healthcare, finance, business administration or related field with minimum five years of work-related experience managing projects
    • OR Bachelor’s degree in medical, scientific, healthcare, finance, business administration or related field with minimum two years of work-related experience managing projects
  • Experience managing projects with multiple resources assigned and project durations of at least one year


    • Experience in Portfolio & Program Management (PPM), Finance and Operational Analytics


  • PMI (CAPM or PMP) Certification or Equivalent Project Management Certificate
  • Certification in research administration, ACRP, SOCRA or other related credentials


  • Ability to thrive in a fast-paced multi-stakeholder environment
  • Ability to handle multiple tasks simultaneously in an organized and timely manner
  • Ability to display financial information in an organized and comprehensive manner
  • Ability to be a critical thinker with an analytical approach to problem-solving
  • Demonstrated ability to communicate knowledge of process to others
  • Demonstrated proficiency in MS Office Suite


    • Working knowledge of project management tools (e.g. Smartsheet) and in project management methodologies
    • Specialized knowledge of the unique needs of clinical research studies and trials

Job Summary:

  • Refines systems and tools to track and review key performance indicators (KPI) critical for maintenance of the portfolio. Responsible for weekly auditing of portfolio management tools for quality of data ensuring portfolio projects are categorized and assigned correctly. Maintains records of historical KPI. Analyzes when metrics are not met and provides recommendations for realignment.
  • Responsible for collaborating with AHRI managers on project management activities including study intake, study execution, and status reporting. Develops customized project portfolio reports and presentations that depicts the health and direction of the portfolio. Presents and shares analyzed portfolio information in regular and quarterly portfolio meetings.
  • Collaborates with Research Services, Clinical Operations and Research Finance teams to support the business financial objectives, including obtaining and reviewing study information to improve the accuracy and timeliness of study-related accruals and yearly department budgeting.
  • Collaborates with Clinical Operations Managers and Physician Scientists to develop project level forecasting of resources. Proactively identifies and reports on anticipated resourcing gaps along with proposed mitigation strategies. Responsible for reporting of Physician Scientist’s research participation, execution of projects, and financials.
  • Facilitates tracking of funds in the AdventHealth Foundation, supporting the appropriate use of funds per donor intent and the invoicing process in conjunction with Research Finance.
  • Facilitates in the improvement of standardized processes for when and how to review the portfolio of projects. Analyzes and evaluates metrics to create predictable project execution.
  • Provides tailored training for interdisciplinary colleagues on portfolio management tools, standards, and best practices.
  • Performs other duties as assigned

This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances.

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