Portfolio Information Lead

PACE ADVISORY LTD; Greater London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading advisory firm is seeking a Portfolio Information Lead to support a critical transformation programme in London. The role focuses on refining document management processes and implementing governance structures to ensure compliance with regulations. Ideal candidates should have significant expertise in document configuration, project management, and use of PPM tools. Join a forward-thinking team dedicated to innovation, making impactful contributions in the realm of data analytics.

Qualifications

• Proven experience in document and information management in transformation programmes.
• Knowledge of governance frameworks and tools.
• Hands-on experience in Document Retention Process management.

Responsibilities

• Create and own short-term roadmap for document management.
• Lead development of information management policies and standards.
• Ensure governance artefacts are version controlled and compliant.

Skills

Document configuration and controls expertise

Information management experience

Proficiency in Project Portfolio Management (PPM) tools

Knowledge of data privacy and security requirements

Tools

ServiceNow

Planview

Monday

Job description

The Portfolio Information Lead will play a pivotal, immediate role in supporting the successful delivery of our transformation programme. This includes evaluating current portfolio information management, document control & management processes, with a critical focus on implementing robust configuration, control, and governance structures (including naming conventions, storage/retention policy implementation, and strict access controls).

Subsequently embedding a consistent best practice approach to information management and document control, ensuring that organisational and regulatory requirements are met.

Job Specific Accountabilities (Configuration Management & Governance)

• Critically Important Short-Term Deliverable: Create and own the short-term roadmap for delivering a refined process for document management to help inform longer term planning.
• Lead the development and implementation of strategic information, knowledge and documentation management policies and standards within the TPO function.
• Must have hands‑on experience in: Managing and improving the Document Retention Process in line with policy, including facilitating the relationship with the Postal Museum.
• Ensure appropriate permissions are in place providing relevant access controls to sensitive information adhering to required standards and regulations.
• Ensure governance artefacts and papers are effectively version controlled, and fully compliant.

Qualifications, Experience & Skills

• Essential & Significant Document and Information Management Expertise:
  • Significant, proven document configuration and controls expertise (including document naming, flags, storage/retention structures, and access controls) is an essential requirement for this role.
  • Significant document and information management experience, in a large transformation programme including knowledge of principles and best practices.
  • Proven experience in a PMO, Portfolio support, and management information role within a large complex transformation or change portfolio.
  • Knowledge of programme and project governance frameworks and tools.
  • Knowledge of data privacy, security and compliance requirements.
• Skills and Capabilities:
  • An enabler and leader who can speak with knowledge and confidence in their subject matter, particularly Configuration and Controls.
  • Proficiency in Project Portfolio Management (PPM) tools (e.g. ServiceNow, PPO, Planview, Monday).

Why Join Us?

Be part of a forward-thinking team that values creativity, innovation, and collaboration. This is your chance to work on exciting projects, using cutting‑edge technology to make a real difference.

Apply Today

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PACE is committed to being an Equal Opportunity Employer and Disability Confident Committed. We welcome applications from all backgrounds and celebrate diversity, fostering an inclusive culture where everyone's unique strengths and perspectives thrive.

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