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Job Details

Portfolio Manager & PI Planning Coordinator

  2026-05-22     System One Holdings, LLC     Plano,TX  
Description:

Portfolio Manager & Pi Planning Coordinator

We are seeking a highly organized and proactive Portfolio Manager & Pi Planning Coordinator to support business operations through a combination of ad hoc portfolio management activities and large-scale planning event coordination. This role operates in a fast-paced, ambiguous environment and requires strong communication, analytical, and cross-functional collaboration skills. The ideal candidate is a self-starter who can synthesize information from multiple sources, manage competing priorities, and translate data into clear, actionable insights for stakeholders.

Your future duties and responsibilities

  • Portfolio Management & Ad Hoc Support
    • Support portfolio management activities through ad hoc analysis, reporting, and presentation development
    • Gather, analyze, and synthesize data from multiple systems and stakeholders to provide clear insights and recommendations
    • Develop executive-ready materials (e.g., PowerPoint presentations, Excel analyses) to communicate portfolio status and key updates
    • Collaborate cross-functionally with stakeholders to collect inputs, clarify requirements, and ensure alignment
    • Operate effectively in ambiguous situations, taking initiative to define next steps and drive work forward
    • Learn and apply internal tools, processes, and tracking mechanisms to support end-to-end portfolio visibility
    • Document workflows and contribute to improving current processes, including identifying opportunities for future automation
  • Pi Planning Event Coordination
    • Support coordination of enterprise-wide Program Increment (Pi) Planning events conducted on a 12-week cadence
    • Manage logistics for large-scale, in-person planning sessions (300+ attendees), including: room reservations and space planning, coordination of materials (e.g., name tags, supplies), on-site event support and execution
    • Monitor inventory and manage ordering of supplies to support ongoing planning events
    • Collaborate with internal teams to ensure seamless execution of planning activities

Required qualifications to be successful in this role

  • Strong organizational and project coordination skills
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Excellent communication and interpersonal skills, with the ability to work across teams
  • Ability to synthesize complex information from multiple sources into clear, concise outputs
  • Comfortable working in ambiguous environments with minimal direction
  • Strong attention to detail and ability to meet tight deadlines
  • Self-starter mindset with a proactive approach to problem-solving

Preferred Qualifications

  • Experience supporting PMO, portfolio management, or business operations functions
  • Experience coordinating large-scale meetings or events
  • Familiarity with enterprise tools (e.g., project tracking systems, reporting tools)
  • Exposure to AI-enabled tools or interest in process automation is a plus


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