Portfolio Planning Manager

Barclays UK; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

Join a leading financial institution as a Portfolio Planning Manager, where you will contribute to strategic initiatives within a crucial Financial Crime Project. This role involves monitoring project performance, engaging stakeholders, and ensuring compliance with governance standards, requiring advanced Excel skills and experience in financial services.

Qualifications

• Experience with Financial Services or Banking.
• Advanced MS Excel skills including pivots and macros.
• Experience with regulatory projects in financial crime transformation.

Responsibilities

• Monitor portfolio performance and report to senior management.
• Support effective portfolio governance and decision-making.
• Facilitate portfolio prioritization and compliance.

Skills

Data Management

Attention to Detail

Stakeholder Engagement

Change Management

Strategic Thinking

Tools

MS Excel

PowerPoint

Word

Navigator

Job description

Join us as a Portfolio Planning Manager at Barclays, where you'll be part of a multifaceted Financial Crime Project. As part of our team, you’ll also benefit from being part of a vast professional network, collaborating with industry leaders and experts.

To be successful as a Portfolio Planning Manager, you should have experience with:

• Creating and implementing standardized planning processes and methodologies aligned with controls and governance standards that support the delivery of successful projects.
• Monitoring project performance, including tracking progress, budgets, resource plans, risks, assumptions, issues, dependencies, and reporting on project status to senior management, supported by up-to-date project documentation.
• High accuracy and attention to detail in data management and project reporting, using tools like spreadsheets, PowerPoint, Word, and Navigator.

Additional highly valued skills include:

• Experience in Financial Services, ideally Banking.
• Advanced MS Excel skills, including pivots, formulas, VLOOKUPS, macros, etc.
• Experience with regulatory projects, particularly in financial crime transformation.

You may be assessed on key skills such as risk and controls, change management, business acumen, strategic thinking, digital and technology skills, and technical expertise.

This role will be based in either the London or Glasgow office.

Purpose of the role

To support the delivery of successful change within the portfolio by aligning processes with controls and governance standards and ensuring activities support strategic objectives.

Accountabilities

• Facilitate portfolio prioritization and ensure compliance with control frameworks.
• Support effective portfolio governance and timely, data-driven decision-making.
• Monitor portfolio performance and report to senior management.
• Manage the Book of Work, prioritization, and dependencies.
• Oversee change delivery, ensuring policy compliance and control maturity.
• Review and escalate risks and issues, supporting their resolution.
• Engage stakeholders through clear communication and effective processes.
• Empower resources and leverage data to drive accountability.
• Provide best practice guidance on controls and governance, including training.

Vice President Expectations

• Contribute to strategy, requirements, and policy management.
• Lead or support teams, define responsibilities, and ensure operational excellence.
• Demonstrate leadership behaviors such as listening, inspiring, aligning, and developing others.
• Guide technical direction, train, and coach team members.
• Advise stakeholders on impact and alignment.
• Manage risks and demonstrate accountability for controls.
• Collaborate across functions and develop innovative solutions.
• Build trusting relationships and influence outcomes.

All colleagues are expected to embody Barclays' values of Respect, Integrity, Service, Excellence, and Stewardship, and to adopt the Barclays Mindset of Empower, Challenge, and Drive.