Portfolio Analyst I

If you are wondering what makes TRIMEDX different, it's that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance.

• Everyone is focused on serving the customer and we do that by collaborating and supporting each other
• Associates look forward to coming to work each day
• Every associate matters and makes a difference

It is truly a culture like no other — We hope you will join our team! Find out more about our company and culture here.

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.

Location: Indianapolis, Indiana Central Office. Our Central (Corporate) Office is located on the northwest side of Indianapolis.

Responsibilities

• 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

Qualifications

• 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

At TRIMEDX, we support and protect a culture where diversity, equity and inclusion are the foundation. We know it is our uniqueness and experiences that make a difference, drive innovation and create shared success. We create an inclusive workplace by actively seeking diversity, creating inclusion and driving equity and engagement.   

We embrace people’s differences which include age, race, color, ethnicity, gender, gender identity, sexual orientation, national origin, education, genetics, veteran status, disability, religion, beliefs, opinions and life experiences. 

Visit our website to view our full Diversity, Equity and Inclusion statement, along with our social channels to see what our team is up to: Facebook, LinkedIn, Twitter.

TRIMEDX is an Equal Opportunity Employer. Drug-Free Workplace.

Because we are committed to providing a safe and productive work environment, TRIMEDX is a drug-free workplace. Accordingly, Associates are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession, or use of any controlled substance or marijuana, or otherwise being under the influence thereof, on all TRIMEDX and Customer property or during working/on-call hours.