Portfolio Planning Manager

Barclays UK; London; On-site; GBP 65,000 - 85,000; Full time

Job summary

A leading financial services company is seeking a Portfolio Planning Manager in London to support portfolio delivery and governance. Key responsibilities include monitoring performance, managing risks, and facilitating prioritization. Ideal candidates will have advanced Excel skills and experience in financial services. The role promotes data-driven decision-making and compliance with strategic objectives.

Qualifications

• Experience in creating and implementing standardized planning processes.
• Ability to monitor project performance with accuracy.
• Strong skills in advanced Excel functions.

Responsibilities

• Facilitate portfolio prioritization and compliance.
• Support effective governance for data-driven decision-making.
• Monitor portfolio performance and report to senior management.
• Manage the Book of Work and change initiatives.

Skills

Creating and implementing standardized planning processes

Monitoring project performance

High accuracy in data and project reporting

Experience in Financial Services

Advanced MS Excel skills

Experience with regulatory projects

Tools

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:

1. Creating and implementing standardized planning processes and methodologies aligned with controls and governance standards that support the delivery of successful projects.
2. Monitoring project performance, including tracking progress, budgets, resource plans, risks, assumptions, issues, dependencies, and reporting to senior management through maintained project documentation.
3. High levels of accuracy and attention to detail in data and project reporting, utilizing tools like spreadsheets, PowerPoint, Word, and Navigator.

Additional valued skills include:

1. Experience in Financial Services, ideally Banking.
2. Advanced MS Excel skills, including pivots, formulas, VLOOKUPS, macros.
3. Experience with regulatory projects, especially financial crime transformation.

You may be assessed on key skills such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology skills, and job-specific technical skills.

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

Purpose of the role

To support the portfolio in delivering successful change by ensuring processes and practices align with controls and governance standards and support strategic objectives.

Accountabilities

• Facilitate portfolio prioritization, ensuring compliance with control frameworks.
• Support effective portfolio governance, enabling data-driven decision-making and timely reporting.
• Monitor portfolio performance, identify risks and issues, and report to senior management.
• Manage the Book of Work, prioritization, and dependencies of change initiatives.
• Oversee change delivery, ensuring policy compliance, control data integrity, and risk management.
• Review and escalate portfolio risks and issues, supporting resolution efforts.
• Engage stakeholders with clear communication and effective portfolio processes.
• Promote an environment of effective delivery, leveraging data and expertise for accountability and transparency.
• Provide best practice guidance on controls and governance, including training.

Vice President Expectations

• Contribute to strategy, requirements, and change recommendations; manage resources and budgets; ensure policy adherence.
• If managing a team, define roles, plan for future needs, and lead performance management.
• Demonstrate leadership behaviors to foster a thriving environment, including listening, inspiring, aligning, and developing others.
• Guide technical direction as a subject matter expert, leading complex assignments and coaching less experienced staff.
• Advise stakeholders on impacts and alignment, manage risks, and demonstrate leadership in risk management.
• Collaborate across functions, build trusted relationships, and develop innovative solutions based on thorough analysis.
• Maintain stakeholder relationships through influencing and negotiation skills.

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