Portfolio Analyst (10 Month FTC) - Insurance experience required

JR United Kingdom; Ipswich; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading insurance organisation is seeking a Portfolio Analyst to manage a newly established portfolio of change initiatives. The role involves overseeing processes, facilitating governance meetings, providing customer service, and ensuring data capture and reporting in collaboration with Project Managers. Ideal candidates will have over 5 years' experience in project environments and strong planning skills.

Qualifications

• Over 5 years’ experience in project environments, ideally in insurance or financial services.
• Deep understanding of delivery and change management methodologies.
• Diligent and committed to high-quality delivery.

Responsibilities

• Lead design and execution of change portfolio processes.
• Facilitate governance meetings and prepare materials.
• Act as point of contact for stakeholders and drive best practices.

Skills

Stakeholder engagement

Planning and control

Change management

Problem-solving

Job description

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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.