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Portfolio Analyst (10 Month FTC) - Insurance experience required

JR United Kingdom

Chelmsford

On-site

GBP 40,000 - 65,000

Full time

Yesterday
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Job summary

A leading insurance organization is seeking a Portfolio Analyst to manage a newly established portfolio of change initiatives. In this pivotal role, you will oversee processes, facilitate governance meetings, and act as a key contact for stakeholders, ensuring high-quality delivery and effective change management.

Qualifications

  • Over 5 years' experience in project environments, ideally within insurance or financial services.
  • Strong understanding of delivery and change management methodologies.
  • Confident in stakeholder engagement and influencing.

Responsibilities

  • Lead the design and execution of processes for the change portfolio.
  • Facilitate monthly governance meetings and track actions.
  • Manage the portfolio action log and oversee data capture and reporting.

Skills

Project management
Change management
Stakeholder engagement
Planning and control

Job description

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Job Views:

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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.
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