Portfolio Manager

England, West Midlands, Birmingham
17 Jun 2019
01 Jul 2019
Henry Kashi
Senior Management
Contract Type

Manage a significant change portfolio for the business. Use your skills to ensure all projects are delivered effectively across the business.

Client Details

The client is a Financial Services business based in the Midlands.


  • Manage the delivery of a portfolio / programme in accordance with the Society's governance and corporate policies for change and quality management
  • Provide line management support for senior project and project managers within designated portfolio practice (including recruitment). Set, manage and review their performance / development goals
  • Work with the business to shape and challenge the business case for projects to ensure the right transition approach for successful realisation of the business benefits
  • Responsible for the prioritisation and delivery of projects to be included within a portfolio or programme in order to deliver the required business outcomes
  • Manage different stakeholder expectations, including external third party suppliers
  • Manage uncertainty and understand the impacts within the portfolio / programme and across the wider business
  • Plan and schedule the work of the projects within the portfolio / programme and monitor performance
  • Troubleshoot areas of conflict between projects. Identify and facilitate the prioritisation of options
  • Manage the trade-off between benefit, risk, budget and delivery elements
  • Maintain awareness of change taking place across the business and its industry that could impact the portfolio / programme
  • Production of project reports in line with the programme reporting schedule, ensuring steering group and ExCo updates are issued on time and to the expected level of quality
  • Establish and maintain appropriate best practice for portfolio, programme and project management techniques. Develop opportunities for improvement and efficiency
  • Agree and manage their personal development plan and seek opportunities to improve their business and technical skills in line with their career goals


  • Advanced stakeholder management skills, including negotiation and conflict management skills
  • Advanced communication and presentation skills (verbal, written, listening). Ability to successfully adapt to diverse people and situations
  • Strong analytical and organisation skills. Takes a lead in analysing and interpreting internal or external business issues that may impact the portfolio / programme and recommends solutions / best practices
  • Able to draw on a wide variety or resources to detect and resolve complex problems and takes a corporate perspective to identify and recommend solutions
  • Works independently with guidance in only the most complex situations
  • Fully conversant with technology and the delivery of diverse technical solutions
  • Experienced in managing key third party supplier relationships
  • Advanced planning, budget, monitoring and reporting skills
  • Recognised as an expert of portfolio / programme / project methodology, planning processes and techniques
  • Experience of managing a minimum of 5 projects in a portfolio / programme on at least 3 times (staffing level of minimum 50+ / combined budget > £2m / average project duration of 9 - 12 months)
  • Significant experience project management experience within financial services delivering mortgages or savings related change
  • Managing Successful Programmes (MSP), Prince 2 / APMP accredited
  • Required to be educated to degree level

Job Offer

Competitive base salary, a friendly and welcoming environment, a yearly pay review, and other benefits.

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