Portfolio Governance Automation Specialist

JPMorganChase; Greater London; On-site; GBP 70,000 - 100,000; Full time

Job summary

JP Morgan's Personal Investing PMO team seeks a Portfolio Automation Analyst to design and deliver automated portfolio reporting and governance at scale. You will build KPI packs, dashboards and lifecycle checks from Jira and Confluence, and use SharePoint to manage governance artefacts and actions across senior forums.

The role emphasizes reducing manual effort through automation, embedding the PDLC, and delivering decision-ready evidence while collaborating with cross-functional teams to drive

Qualifications

• 4-6 years' experience in PMO/portfolio operations, product operations, technology business management, reporting/analytics, or similar roles in complex, matrixed organisations.
• Hands-on coding ability (Python strongly preferred) with demonstrable experience building automation for reporting/analytics (scripts, pipelines, dashboards, pack generation).
• Strong experience with Jira and Confluence (queries/filters, workflows, custom fields, linking strategy, and working with inconsistent data hygiene).
• Advanced SharePoint skills (lists/libraries, permissions, information architecture) and experience using SharePoint to manage meeting governance and structured registers (actions/decisions).
• Strong analytical skills and attention to detail; able to define metrics precisely and handle data edge cases.
• Excellent written and verbal communication; able to create executive-ready narratives and facilitate meetings to outcomes.
• Strong organisational skills with a bias for action and continuous improvement.

Responsibilities

• Build and maintain automated portfolio reporting from Jira and Confluence, including data normalisation across teams using different workflows and custom fields.
• Define and maintain a KPI dictionary (definitions, formulas, data sources, caveats) and implement automated KPI computation (e.g., WIP, aging, cycle time by stage, evidence completeness).
• Produce executive-ready weekly portfolio packs (PPT/Confluence) that highlight exceptions, risks/issues/dependencies, key milestones, and "decisions needed."
• Embed the Product Delivery Lifecycle (PDLC) by defining minimum requirements and implementing evidence tracking/checks so initiatives are decision-ready and auditable.
• Design and operate SharePoint sites/lists/libraries to manage governance meetings, agendas, actions, decisions, and artefact cataloguing with clear ownership and due dates.
• Support and, when needed, represent the PMO Manager in senior governance forums (including MD forums): prepare agendas and pre-reads, keep meetings on time, capture decisions/actions, and follow-up closure/escalations.
• Identify and implement continuous improvements in tools, templates and ways of working—reducing manual effort and avoiding additional admin burden on squads.
• Apply approved AI/automation methods to streamline PMO workflows (e.g., summarisation, action extraction, exception narratives) with appropriate validation and controls.

Skills

Python

Jira

Confluence

SharePoint

Data analytics

PMO reporting

Stakeholder communication

Governance

Tools

Jira

Confluence

SharePoint

PPT automation

Job description

JP Morgan's Personal Investing PMO team seeks a Portfolio Automation Analyst to design and deliver automated portfolio reporting and governance at scale. You will build KPI packs, dashboards and lifecycle checks from Jira and Confluence, and use SharePoint to manage governance artefacts and actions across senior forums.

The role emphasizes reducing manual effort through automation, embedding the PDLC, and delivering decision-ready evidence while collaborating with cross-functional teams to drive