Portfolio Manager - Director

Financial Services
London, United Kingdom
£100k - £120k
15 Nov 2022
15 Dec 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
A major international bank based in London.


Portfolio Manager - Director Accountabilities & Responsibilities

Based on the needs and maturity of the organization, the Project Portfolio Manager is responsible for the following:
  • Build out the portfolio management function, be the chief architect and steward of the portfolio management processes and effectively manage the coordination and timely collection of portfolio information
  • Align the project portfolio to support the company's strategic business objectives
  • Create, maintain, and publish a portfolio dashboard for management information and continuously maintain data integrity.
  • Develop a risk appetite framework, leveraging portfolio data and MI, to develop and agree appropriate KRIs and KPIs
  • Support a balanced portfolio including identifying projects within the portfolio that compete for resources and budget and seek to prioritize the projects that have the most potential to generate value, strong ROI and have an overall positive organisational impact.
  • Conduct portfolio planning to avoid major conflicts, negative organisational impact, and conflicts of interest
  • Assess portfolio performance and identify and facilitate the optimisation of the portfolio. Engage in project lessons learnt activities to continuously improve and develop the portfolio management process
  • Identify, communicate, and help manage project and programme interdependencies
  • Prepare, interpret and present complex reports and provide advice to senior management and be an advocate on effective and best market practice in portfolio management
  • Aid the decision-making process and governance of the portfolio for the project oversight panel and forum
  • Identify and manage portfolio level risks, issues and interdependencies, liaise with relevant teams or departments to resolve.
  • Plan and forecast across the portfolio for priority management, schedule management, resource management, budgeting, benefits and value management.
  • Assist in selecting and deploying processes and tools to support portfolio execution
  • Develop relationships across the company from senior executives to project managers to track delivery and its impact on the planning of the portfolio


  • This is a new role so the individual will need to be prepared to build from the bottom up
  • There is no existing PPM tooling so data collection is highly manual at present. There are plans to introduce tooling but that may be some way off. The portfolio manager will assist with the configuration and administration of the portfolio management system when available.


Portfolio Manager - Director Knowledge, Skills, Experience & Qualifications

Education & Qualifications

The role requires the candidate to be educated to degree level or equivalent industry qualifications

Industry recognised modern portfolio management qualification such as MoP strongly preferred

Power BI desirable

Experience & Knowledge
  • Good knowledge and experience of financial services, markets and banking activities and the surrounding risk/regulatory framework.
  • Experience of creating a project reporting tool.
  • Strong experience in a similar role with evidence of delivering data analysis, business outcomes and working within a recognised structured project methodology that has delivered clear evidence-based business outcomes
  • Evidence of a strong analytic skill set to analyse project and portfolio data as well as develop reports, dashboards, and analytics to support decision-making across the project governance forums and the Project Management Office (PMO).
  • Sound understanding of corporate objectives and ability to align change with finance, commercial and the business strategy
  • Proficient in using technology (Excel/Power Bi) as a management reporting tool.
  • Budget management - Experience of managing and reporting large budgets
  • Strong, effective communication and interpersonal skills including diplomacy in offering challenge
  • Self-motivated and proactive
  • Able to work to multiple deadlines and under pressure

Job Offer

£100 - 120K basic with strong benefits.