Lead Portfolio Management Specialist

Important Application Submission Information In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Saturday, March 28, 2026 More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us u2013 help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. Position Summary This position can be located at any Duke Energy location that has vacancy. The exact location will be determined at the time of offer based on business needs. The Lead Portfolio Management Specialist serves as the Portfolio Manager for assigned areas of responsibility and is accountable for endu2011tou2011end coordination, integration, and quality assurance of the Power Grid Operations (PGO) capital investment planning process, with a primary focus on the Enterprise Capital Optimization (ECO) cycle and the rolling fiveu2011year capital plan. This role works closely with Portfolio Owners, Investment Owners, PGO leadership, regulatory partners, Finance, and crossu2011functional stakeholders to ensure capital plans reflect true business need, meet governance and timing requirements, and are prepared for functional and jurisdictional executive funding reviews and endorsement decisions. In addition, this role serves as a centralized governance and integration point for PGO capital planning, ensuring transparency, consistency, and risku2011informed decisionu2011making in an inherently capitalu2011constrained funding environment. The role translates complex funding tradeoffs and associated risks into decisionu2011ready insights through expertu2011level process guidance, stakeholder coordination, and analytics support critical to effective capital planning and allocation. Responsibilities Capital Planning Governance & Oversight + Lead initial data collection for the five-year Distribution Capital Plan, including planning cycle kickoff meetings, timelines, and communications with key stakeholders such as Portfolio Owners, Investment Owners, Program Managers, and other cross-functional partners. + Serve as a subject matter expert for the PGO capital planning process, including value scoring support, prioritization discussions, and adherence to defined planning frameworks, governance requirements, and milestones. + Provide clear guidance, instructions, and ongoing status updates to Investment Owners to ensure all required templates and inputs are fully completed, quality checked, validated, and submitted by required deadlines. + Maintain tracking tools and contact lists for program inputs; proactively identify gaps, risks, or inconsistencies in scope, data quality, or assumptions, and work with stakeholders to resolve them. + Consolidate project and program investments to support input submission, scoring, portfolio optimization, re-slotting, tradeoff evaluation, and funding decisions. + Develop and maintain a thorough understanding of portfoliou2011level risks associated with funding decisions, including reliability, operational, regulatory, customer, and financial risks resulting from deferred or unfunded investment needs. + Translate funding tradeoffs and associated risk exposure into clear, decisionu2011ready insights to support leadership prioritization, reu2011slotting, and capital allocation decisions in an inherently capitalu2011constrained funding environment. + Ensure all ECO deliverables are completed accurately, on time, and aligned with Corporate Policies, enterprise strategy, and business unit objectives. Regional Distribution Portfolio Manager + Perform the Portfolio Manager role for assigned functional and regional responsibilities, with a primary Distribution focus. + Act as the PGO capital planning centralized governance and integration point for regional Portfolio Owners, Transmission Portfolio Managers, PGO Leadership, Finance, regulatory partners, and other key stakeholders. + Serve as the primary point of accountability for the regional Distribution capital portfolio, maintaining a deep understanding of local system needs, investment drivers, constraints, and jurisdictionu2011specific considerations. + Ensure consistency and comparability of capital plans across regions and jurisdictions, while appropriately reflecting regional priorities, risks, and operating conditions within planning frameworks. + Proactively engage with regional leadership and stakeholders to surface emerging needs, risks, and tradeoffs, and to align regional inputs with enterprise funding assumptions and targets. + Schedule, prepare for, and facilitate capital plan review meetings throughout the capital planning cycle; ensure funding decisions, actions, and changes are clearly and timely documented, communicated and understood. + Advise leadership on regional funding tradeoffs and associated risks, including the implications of deferred or unfunded investments on reliability, safety, regulatory outcomes, customer experience, and longu2011term cost. + Respond rapidly to ad hoc data requests, leadership questions, and scenario analyses related to funding, scope, and portfolio impacts. Analytics, Reporting & Process Support + Produce and communicate monthly Power BI usage metrics and reporting insights in accordance with established documentation and standards. + Analyze reporting usage trends and collaborate with team members to recommend improvements to dashboards, reports, and user interfaces. + Provide Power BI user support, guidance, and training as needed to internal stakeholders. + Identify opportunities to improve capital planning processes, tools, templates, and data flows; partner with stakeholders to implement efficiencies and standardization. Required/Basic Qualifications + Bachelor's degree + In addition to required degree, eight (8) years related work experience + In lieu of Bachelor's degree(s) AND 8 year(s) related work experience listed above, High School/GED AND 12 year(s) related work experience Desired Qualifications + Four-year BS/BA degree in Finance, Accounting, Economics, or related Business or Technical discipline preferred. + MBA or other related advanced degree preferred. + Expert knowledge of capital investment planning, portfolio management, and governance processes within a regulated utility environment, including prior experience across Distribution and/or Transmission functions. + Demonstrated experience with capital budget planning, complex financial analysis, portfolio optimization, and capital investment planning tools or models. + Strong facilitation and stakeholder management skills in a matrixed organization with competing priorities, with the ability to lead complex initiatives through collaboration and influence. + Proven ability to translate complex financial, technical, and program data into clear, portfolio level insights that inform leadership decision-making. + High attention to detail with strong quality assurance, organization, and deadline management capabilities across multiple concurrent workstreams. + Advanced proficiency with Excel and Power BI, with the ability to interpret, explain, and communicate analytical outputs to non-technical audiences. + Ability to operate independently, manage ambiguity, and perform effectively under tight timelines while delivering high-quality, accurate work products. + Strong interpersonal communication skills, both written and verbal, with the ability to convey complex concepts clearly and concisely to diverse audiences. Working Condition: + Hybrid u2013 Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees should live within a reasonable commute to a designated Duke Energy facility. Travel Requirements 5-15% Relocation Assistance Provided (as applicable) No Represented/Union Position No Visa Sponsored Position No Please note that in order to be considered for this position, you must possess all of the basic/required qualifications. Privacy ( Do Not Sell My Personal Information (CA) Terms of Use ( Accessibility Current Duke Energy Employees Current employees should utilize the internal career page ( to apply for available job postings Job Alerts Learn how to set up job alerts here. ( Future Interest Stay connected with Duke Energy by joining our Talent Community (. Share your information and take the first step towards a brighter future with us My Applications Check on the status of your application on your Candidate Home ( page. Need Assistance? View a step-by-step application guide ( for assistance in completing the process. Contact our team (?subject=Duke Energy External Career Site) for questions on our hiring process. Diversity & Inclusion Read about our commitment ( to supporting a diverse and inclusive workforce. About Duke Energy ( Terms of Use Brighter opportunities. Brighter futures. Duke Energy values ideas that come from a diverse and inclusive workforce, and weu2019re dedicated to providing a work environment where all people are valued, respected and able to reach their full potential. Duke Energy is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, childbirth or related medical conditions, including but not limited to lactation, religion, national origin, ancestry, ethnicity, citizenship, sexual orientation, gender identity, gender expression, age, marital status, physical or mental disability, genetic information, medical condition, military status, or protected veteran status. Duke Energy complies with all applicable state, federal and local laws, regulations and ordinances prohibiting discrimination. Privacy ( California Consumer Privacy Statement Duke Energy Notice to Employees: Government Contractor Whistleblower Protections ( Do Not Sell or Share My Personal Information (CA) Terms of Use ( Accessibility

Created: 2026-03-30