Portfolio Data Modeling Analyst

FDM Group; Birmingham; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

FDM Group is seeking a Portfolio Analyst to join their team in Birmingham. This contract role involves supporting the Head of CTO Change Portfolio Management in delivering strategic outcomes through project data management, stakeholder engagement, and adherence to organizational frameworks. Candidates should have a minimum of 3 years' experience in a related field with strong analytical and communication skills.

Benefits

Career coaching and mentoring

Assignments with global companies

Annual leave

Workplace pension

BAYE share scheme

Qualifications

• Minimum 3 years' experience as a Portfolio Data Modelling Analyst.
• Strong understanding of Portfolio management frameworks.
• Experience with financial planning processes.

Responsibilities

• Support delivery of strategic outcomes in portfolio management.
• Ensure alignment of portfolios with organizational strategies.
• Prepare and manage portfolio update reports and audits.

Skills

Stakeholder management

Presentation skills

Communication skills

Critical thinking

Problem-solving

Collaboration

Time management

Tools

Excel

Job description

Join to apply for the Portfolio Analyst role at FDM Group

1 week ago Be among the first 25 applicants

Join to apply for the Portfolio Analyst role at FDM Group

This range is provided by FDM Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from FDM Group

FDM is a global business and technology consultancy seeking a Portfolio Analyst with data modeling experience to work for our client within the finance sector. This is initially a 6-month contract with the potential to extend and will be a hybrid role that will be based in Birmingham.

Our client is seeking a Portfolio Analyst whose primary goal will be to support the Head of CTO Change Portfolio Management with the overall delivery of strategic outcomes, supporting business vision and purpose through complex and global change portfolio. The role holder will not own any governed programmes or projects but will be responsible for driving the quality of project data, improving delivery of CTO change initiatives through the project delivery cycle, tracking delivery, and driving improvements to achieve best practice across all aspects of the CTO project life cycle.

Responsibilities

• Ensure that portfolios adhere to the client’s Frameworks and standards
• Partner with stakeholders at all levels
• Daily engagement with Project & Program sponsors and change directors
• Coordination of annual planning activities for CTO portfolios
• Prepare portfolio update reports, quality procedures, audits, status reports where required
• Ensuring the CTO portfolio and outcomes are aligned to the organisational strategic requirements and priorities including technology architecture roadmaps, vendor strategies and evergreening strategy
• Development and ownership of business cases and benefit validation to support transformation, strategy and fast paced business responses to emerging threats and opportunities
• Supporting management of organisational risks across CTO by ensuring portfolio risks, issues and dependencies are managed effectively and senior stakeholders are informed / updated where appropriate
• Ensuring that CTO can meet committed outcomes by working with programme teams to navigate challenges and escalate effectively where needed

Requirements

• Minimum of 3 years’ experience in a Portfolio Data Modelling Analyst role
• Understanding of Portfolio management frameworks, methodologies, and best practice techniques
• Excellent stakeholder management, presentation, and communication skills
• Proven experience of exposure to Senior stakeholders
• Demonstrable experience in Excel
• Knowledge of technology infrastructure products, platforms and fintech
• Strong understanding and experience of financial planning processes including forecasting, management of variances and common project accounting principles (e.g. cash, directs and P&L accounting)
• Critical thinking and pro-active problem-solving skills, able to work to under pressure to challenging timescales and deliver at pace
• Collaboration skills and ability to engage and bring different teams together
• Very good time management skills and ability to work under challenging timescales to deliver at pace
• Experience of continuous improvement
• Career coaching, mentoring and access to upskilling throughout your entire FDM career
• Assignments with global companies and opportunities to work abroad
• Opportunity to re-skill and up-skill into new areas, develop non-linear career paths and build a skillset within your field
• Annual leave, work-place pension and BAYE share scheme

About FDM

We are a business and technology consultancy and one of the UK's leading employers, recruiting the brightest talent to become the innovators of tomorrow. We have centres across Europe, North America and Asia-Pacific, and a global workforce of over 3,500 Consultants. FDM has shown exponential growth throughout the years, firmly establishing itself as an award-winning employer and is listed on the FTSE4Good Index.

Diversity and Inclusion

FDM Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status or any other status protected by federal, provincial or local laws.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Project Management and Analyst

• Industries

  Information Technology & Services and Financial Services

Referrals increase your chances of interviewing at FDM Group by 2x

Get notified about new Portfolio Analyst jobs in Birmingham, England, United Kingdom.

Birmingham, England, United Kingdom 1 week ago

Birmingham, England, United Kingdom 6 days ago

Finance Analyst - Financial Planning & Analysis (FP&A) - 12 Month Mat Cover

Birmingham, England, United Kingdom 1 week ago

Birmingham, England, United Kingdom 1 day ago

Audit (Business and Finance) | Analyst | Birmingham

West Midlands, England, United Kingdom 1 week ago

West Midlands, England, United Kingdom 1 day ago

Birmingham, England, United Kingdom 1 day ago

Business Analyst – Operating Model Design (12-Month FTC)

Stafford, England, United Kingdom 2 days ago

Birmingham, England, United Kingdom £60,000.00-£70,000.00 11 hours ago

Birmingham, England, United Kingdom £50,000.00-£50,000.00 4 hours ago

Business Analyst Apprentice - September 2025

Birmingham, England, United Kingdom 2 weeks ago

Business Analyst (Manager) – Tax Technology

Birmingham, England, United Kingdom 4 days ago

Stafford, England, United Kingdom 1 month ago

Swindon, England, United Kingdom 1 week ago

West Midlands, England, United Kingdom 1 week ago

Stratford-Upon-Avon, England, United Kingdom 11 hours ago

Solihull, England, United Kingdom 1 month ago

Longbridge, England, United Kingdom 2 weeks ago

Worcestershire, England, United Kingdom 2 weeks ago

Deals Tax, Real Assets Portfolio, Senior Manager

Birmingham, England, United Kingdom 6 days ago

Staffordshire, England, United Kingdom 1 week ago

Workday Benefits & Compensation Business Analyst (Manager)

Birmingham, England, United Kingdom 2 weeks ago

Manager - Business Analyst - Speciality, Insurance Technology, FS

Birmingham, England, United Kingdom 3 days ago

Warwick, England, United Kingdom 1 week ago

Walsall, England, United Kingdom 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.