Investment Portfolio Services Manager

HSBC Group; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A major banking and financial services organization in the UK is seeking an experienced Investment Portfolio Services Manager to join their Trade Transformation Programme team. The role focuses on supporting cost optimisation, participating in investment business cases, and ensuring compliance with programme governance. Candidates should have substantial knowledge in Change and Transformation, a strong ability to influence cross-functional collaboration, and a commitment to delivering high-quality reports under tight deadlines. The firm is committed to diversity and inclusion within the workplace.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Generous pension scheme

Qualifications

• Excellent knowledge of Change / Transformation / Technology and its operational aspects.
• Experience in a fast-paced and agile environment.
• Ability to influence stakeholders and facilitate collaboration.

Responsibilities

• Support cost optimisation across three sub-value streams for Trade.
• Participate in constructing investment business cases.
• Facilitate senior management decision-making and strategic prioritisation.
• Support compliance with programme governance and reporting.

Skills

Knowledge of GTS business

Change/Transformation/Technology experience

Data-driven problem solving

High quality report delivery

Collaboration across business areas

Job description

Overview

opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

Responsibilities

• Support cost optimisation across all 3 sub-value streams for Trade - Core Trade, Structured Trade and Embedded Finance
• Participate in constructing investment business cases for co-design opportunities within the value streams ('VS') and across other CIB/Group VS with relevant functions and stakeholders
• Support with the running of the annual GTS CIPP end to end liaising with regional and global stakeholders as appropriate
• Facilitate and support senior management decision making and strategic prioritisation by running the collection and tracking of GTS Key Performance Indicators (KPIs), Objectives and Key Results (OKRs) and associated benefits of GTS transformation activity
• Support compliance with programme governance and reporting to internal and external stakeholders
• Participate in forums and committees to represent the Value Streams and Future State Architecture programmes
• Participate in coordinating papers/presentations requested by GTS teams, Global Businesses or Functions and regional/ country stakeholders
• Monitor Change the Bank (CTB) spend across the portfolio and be proactive in identifying opportunities and headwinds

Qualifications

• Knowledge and understanding of the GTS business
• Excellent knowledge of Change / Transformation/ Technology - functionally and operationally
• Experience in a fast pace and agile environment and drive strategic projects
• Experience in solving business problems with data driven insights
• Ability to deliver high quality reports, presentations and communications to Business Executives under strict deadlines
• Ability to influence and facilitate strong collaboration across business areas
• Experience in Business Management, Chief Operating Officer (COO) Office or Strategy roles are a positive
• Knowledge of the Change Framework and other Group methodologies

Diversity and Inclusion

Opening up a world of opportunity. Being open to different points of view is important for our business and the communities we serve. At HSBC, we\'re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

Additional information

If you\'re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further. We\'re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions. We\'re currently seeking an experienced professional to join our team in the role of Investment Portfolio Services Manager. You\'ll be part of the Trade Transformation Programme team that will deliver a substantial transformation agenda which is designed to set the Global Trade Solutions (GTS) business up for future success. As an HSBC employee in the UK, you\'ll have access to tailored professional development