IT Portfolio & Investment Lead

Your Job

We are seeking a strategic individual contributor to lead portfolio investment and financial planning across our Infrastructure & Site Services organization.

In this role, you will help align technology investments with business priorities, capacity, and economic outcomes. You will guide portfolio prioritization, financial planning, cost management, and investment tradeoff decisions-operatingas the decision layer between strategy and execution.

This is a high-impact role focused on capital allocation, financial rigor, and decision quality.

Our Team

This role sits within the Infrastructure & Site Services Front Office team, partnering with technology and business leaders to guide investment decisions across enterprise infrastructure capabilities.

What You Will Do

Investment & Portfolio Decisioning

• Prioritize infrastructure initiatives by balancing value, risk, and capacity constraints
• Evaluate investment options and contribute recommendations, with increasing ownership of decision framing over time
• Partner with leadership to align on investment decisions on what work gets funded, deferred, or stopped

Financial Planning & Cost Management

• Support and progressively take ownership of end-to-end financial planning (annual plan, forecasting, variance management)
• Partner with Service Owners and Strategy Lead to develop and maintain multi-year lifecycle investment strategies (e.g., reliability, capacity, cyber, lifecycle refresh)
• Improve cost transparency and cost allocation across infrastructure services

Financial Modeling & Decision Support

• Develop and refine TCO models, business cases, and cost/benefit analysis, with guidance on investment framing and decision support
• Translate complex financial and operational data into clear decision options for leadership
• Ensure decisions are grounded in economic thinking and aligned to enterprise priorities

Portfolio Governance & Transparency

• Establish and maintain portfolio-level reporting on investment allocation, spend vs. plan, and portfolio health and performance
• Improve visibility into capital deployment and business outcomes
• Strengthen governance processes to support consistent, data-driven decision-making

Capacity & Investment Alignment

• Align portfolio commitments with resource capacity, funding constraints, and delivery feasibility
• Partner closely with execution and service teams to reflect real-world constraints in investment decisions

Who You Are (Basic Qualifications)

• Experience in IT portfolio management, financial planning, technology finance, or investment analysis
• Demonstrated experience with financial modeling (TCO, ROI, cost/benefit analysis), budgeting, forecasting, and variance management
• Strong analytical and problem-solving skills with the ability to structure ambiguous problems
• Experience supporting portfolio prioritization and investment decisions
• Ability to communicate complex financial concepts to non-financial stakeholders

What Will Put You Ahead

• Experience in Infrastructure, Cloud, or Enterprise IT environments
• Familiarity with PPM tools (e.g., ServiceNow, Planview)
• Experience working with Finance partners on planning cycles and capital allocation
• Exposure to portfolio governance frameworks or Lean Portfolio Management practices
• Experience influencing decisions without formal authority

At Koch companies, we are entrepreneurs. This means we openly challenge the status quo, find new ways to create value and get rewarded for our individual contributions. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate's knowledge, skills, abilities, and geographic location. If you have questions, please speak to your recruiter about the flexibility and detail of our compensation philosophy.

Hiring Philosophy

All Koch companies value diversity of thought, perspectives, aptitudes, experiences, and backgrounds. We are Military Ready and Second Chance employers. Learn more about our hiring philosophy here .

Who We Are

At Koch, employees are empowered to do what they do best to make life better. Learn how our business philosophy helps employees unleash their potential while creating value for themselves and the company.

Our Benefits

Our goal is for each employee, and their families, to live fulfilling and healthy lives. We provide essential resources and support to build and maintain physical, financial, and emotional strength - focusing on overall wellbeing so you can focus on what matters most. Our benefits plan includes - medical, dental, vision, flexible spending and health savings accounts, life insurance, ADD, disability, retirement, paid vacation/time off, educational assistance, and may also include infertility assistance, paid parental leave and adoption assistance. Specific eligibility criteria is set by the applicable Summary Plan Description, policy or guideline and benefits may vary by geographic region. If you have questions on what benefits apply to you, please speak to your recruiter.

Additionally, everyone has individual work and personal needs. We seek to enable the best work environment that helps you and the business work together to produce superior results.

Equal Opportunities

Equal Opportunity Employer, including disability and protected veteran status. Except where prohibited by state law, some offers of employment are conditioned upon successfully passing a drug test. This employer uses E-Verify. Please click here for additional information. (For Illinois E-Verify information click here, aquí, or tu ).

#LI-BMW