Portfolio Analyst (10 Month FTC) - Insurance experience required

JR United Kingdom; Preston; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading insurance organisation is looking for a Portfolio Analyst to join their Change and Transformation team. This pivotal role involves managing a diverse portfolio of change initiatives, ensuring smooth operations, and enhancing stakeholder engagement. Ideal candidates will have over five years of experience and a deep knowledge of change management methodologies. Join a dynamic team and contribute to impactful transformation projects.

Qualifications

• Over 5 years’ experience within project environments, ideally in insurance or financial services.
• Deep understanding of delivery and change management methodologies.
• Strong planning and control skills.

Responsibilities

• Lead the design and execution of processes for managing the change portfolio.
• Facilitate governance meetings and maintain accountability.
• Act as a key point of contact for stakeholders and drive best practices.

Skills

Stakeholder engagement

Planning and control

Change management methodologies

Customer service

Job description

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Client:

Location:

preston, lancashire, 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.