Portfolio Analyst

Atlanta Group; Salford; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in Salford seeks a Portfolio Analyst to join their Strategic Change team. The role involves supporting portfolio management through data analysis, reporting, and ensuring accurate project information. The ideal candidate will have solid experience in portfolio analysis and a strong attention to detail.

Qualifications

• Solid experience in portfolio analysis.
• Experience working with large volumes of data.

Responsibilities

• Support effective portfolio management through analysis and reporting of KPIs.
• Review portfolio data to ensure accuracy and identify trends.
• Support capacity planning and resource management.

Skills

Data Analysis

Attention to Detail

Portfolio Management

Job description

The Portfolio Analyst works in Strategic Change team reporting to the Portfolio Manager. The purpose of the role is to support the growth of the portfolio team through reporting, demand and capacity management and portfolio level analysis. This includes collating and analysing data to report on portfolio trends, key portfolio metrics and the achievement of KPIs, to maximise business value through optimisation. They maintain the single source of truth ensuring the data is accurate for decision-making and continually analyse the performance of the Distribution portfolio.

The Portfolio Analyst is responsible for updating and validating the single source of truth and continually analyses the performance of the portfolio to facilitate effective decision making.

Responsibilities

• Feed into the ‘single version of the truth’ of project information (e.g. status, costs, plans, resources) and aggregating and presenting that information to internal and external stakeholders
• Support effective portfolio management through analysis, collation of data and reporting of KPIs and making recommendations
• Review portfolio data to ensure accuracy of data and identify trends to be included within portfolio repoerting
• Support the production of reports for governance forums and comms
• Contribute to gathering independent evidence that the information from projects and programmes are valid and the portfolio is on track to achieve its objectives and benefits.
• Support the Portfolio Manager with and capacity planning and resource management to optimise the delivery of the portfolio
• Support the continuous review and improvement of the Change framework to ensure management of projects and programmes within the portfolios are comprehensive and consistent across different initiatives
• Support the identification of issues through monitoring of key controls, which may impact the successful delivery of the portfolios aims
• Feeding into the portfolio level plans and supporting the Senior Portfolio Analyst with the collation of key details including dependencies and resource requirements
• Working with the Finance Business Partner to feed into a consolidated portfolio view of budgets and tracking actual and forecast costs.
• Identify and feed into overall portfolio risks (threats and opportunities).
• Co-ordination of the key project controls (e.g. roadmap, change plan, critical path / dependency maps)
• Support the appropriate quality of status reporting to ensure issues, risks, deviation from plan and decisions needed are proactively raised with the programme manager for action.
  
  

Experience

• Solid experience in portfolio analysis
• Experience working with large volumes of data and data analysis
• Experienced in producing and presenting MI and BI
• Strong knowledge of change frameworks and the project lifecycle
• Portfolio planning and scheduling
• Resource management and capacity planning
• Strong attention to detail and accuracy