Portfolio Analyst (10 Month FTC) - Insurance experience required

JR United Kingdom; Basildon; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading insurance organization is seeking a Portfolio Analyst to manage a newly established portfolio of change initiatives. The role involves designing processes for portfolio operations and overseeing the reporting of performance metrics while engaging stakeholders effectively.

Qualifications

• Over 5 years’ experience in project environments, ideally in insurance.
• Strong understanding of change management methodologies.
• Diligent and resilient towards high-quality delivery.

Responsibilities

• Lead design and execution of processes for portfolio operation.
• Facilitate governance meetings and maintain accountability.
• Manage the portfolio action log and oversee performance reporting.

Skills

Stakeholder Engagement

Planning and Control

Change Management

Customer Service

Job description

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Client:

Location:

basildon, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

We are seeking a Portfolio Analyst to join our established Change and Transformation team within a leading insurance organisation. This is a pivotal role, taking ownership of the day-to-day management and maintenance of a newly established portfolio of change initiatives, including both in-flight and pipeline projects.

Key Responsibilities:

• Lead the design and execution of processes and protocols to ensure the smooth operation of the change portfolio.
• Facilitate monthly governance meetings, preparing materials and recording actions to maintain accountability.
• Act as a key point of contact for cross-functional stakeholders, troubleshooting issues and driving best practices.
• Provide excellent customer service to internal customers navigating the change framework.
• Manage the portfolio action log, ensuring actions are tracked and delivered.
• Oversee data capture and reporting of portfolio performance in close partnership with Project Managers.
• Support the wider Change team on ad-hoc tasks and initiatives as required.

About You:

• Over 5 years’ experience within project environments, ideally within insurance or financial services.
• Deep understanding of delivery and change management methodologies.
• Strong planning and control skills, with a track record of driving standards and behaviours.
• Confident in stakeholder engagement, able to influence and build relationships.
• Diligent, resilient, and committed to high-quality delivery.
• Desirable: exposure to the London insurance market.