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# REMOTE Portfolio Operations Specialist

- **Company:** Insight Global
- **Location:** Blue Ash, OH, United States (Remote available)
- **Experience:** Experienced
- **Salary:** $41,600.0 - $52,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Microsoft PowerPoint, Time Tracking Software
- **Published:** August 17, 2026
- **Apply:** https://jobs.insightglobal.com/jobs/find_a_job/ohio/blue-ash/remote-portfolio-operations-specialist/job-557549/

## About the Role

* 2-5 years of overall experience
 * Proven track record of delivering objectives on time and within budget
 * Experience with Coupa for purchase orders, processing invoicing, etc.
 * Strong Excel and Power Point skills
 * Proven problem solving and organizational skills
 * Excellent communication and presentation skills to effectively communicate information to customers and to all levels with the organization
 * Should be able to participate in audits and other functionally related activities
 * Should develop a mindset of driving data driven decisions and support other stakeholders in the same as well

Nice to Have Skills & Experience

 * Experience with Clarity

## Description

An employer is looking for a Portfolio Operations Specialist for a remote, contract opportunity. The client is a Fortune 50 retailer and the Specialist is responsible for functional areas of Portfolio Operations within a product led organization that include the following but not limited to capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance, and contracts management.

Under general supervision of a Portfolio Ops Lead and in conjunction with the Principal Portfolio Lead, direct activities related to one or more Portfolio Operations function while also building expertise in other functions.

The functional areas include:

 * Project time tracking
 * Processing of purchase orders and invoicing
 * Operating budgets
 * Capital budgets
 * Contract management
 * Capacity / Resource planning
 * Estimating for business cases, * Placing Coupa purchase orders and processing invoicing for projects
 * Working in Clarity (or ability to learn system) to assist with resource and project updates for project and time management
 * Ability to work well in Excel and Power Point
 * Oversee all aspects of assigned portfolio functional area
 * Responsible for identifying, understanding scope of work, organization of work and developing delivery plan and approach
 * Participate in audits and other functionally related activities.
 * Lead and manage conversations with leaders across the organization as needed
 * Develop a mindset of driving data driven decisions and support other stakeholders in likewise skill development
 * Influence the culture of continuous improvement of delivery methodologies and effectively lead large scale organization
 * Set target deadlines and clear predictability and monitor and summarize progress of tasks


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