Portfolio Analyst (10 Month FTC) - Insurance experience required

JR United Kingdom; Wakefield; On-site; GBP 35,000 - 55,000; Full time

Job summary

A prominent insurance organization is looking for a Portfolio Analyst for a 10-month fixed-term contract to join their Change and Transformation team in Wakefield. In this key position, you'll oversee the daily management of change initiatives, leading crucial processes and engaging with stakeholders to ensure smooth performance and accountability.

Qualifications

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

Responsibilities

• Lead design and execution of processes for change portfolio management.
• Facilitate governance meetings and maintain accountability across projects.
• Support the Change team on ad-hoc tasks and initiatives.

Skills

Planning and control

Stakeholder engagement

Change management

Job description

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Portfolio Analyst (10 Month FTC) - Insurance experience required, wakefield

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Client:

Location:

wakefield, 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.