Portfolio Planning Manager

Barclays; London; On-site; GBP 55,000 - 75,000; Full time

Job summary

A leading financial institution seeks a Portfolio Planning Manager in London. In this role, you will enhance project delivery processes, oversee governance standards, and manage stakeholder engagement. Ideal candidates will have robust experience in financial services and excel in project management, leveraging advanced Excel skills to drive business success. You will be pivotal in aligning strategic objectives with project goals, ensuring compliance and efficiency throughout.

Qualifications

• Experience in Financial Services and ideally Banking.
• Advanced expertise in MS Excel (pivots, VLOOKUPs, macros).
• Experience with regulatory projects, especially financial crime transformation.

Responsibilities

• Create and implement standardized planning processes aligned with governance standards.
• Monitor project performance, tracking progress, budgets, and resource plans.
• Support effective governance and facilitate project prioritization.

Skills

Attention to Detail

Project Management

Stakeholder Engagement

Tools

MS Excel

PowerPoint

Word

Job description

Join to apply for the Portfolio Planning Manager role at Barclays

Join to apply for the Portfolio Planning Manager role at Barclays

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 of project performance, including tracking of project progress, budgets, resource plans, identification of risks assumptions, issues and dependencies, and creation of report on project status to senior management, through the support of project documentation, including maintenance of project plans, schedules, and budgets, and ensuring that project documentation is up-to-date and accurate.
• Very high levels of accuracy and attention to detail in both data (e.g. planning and dependencies in spreadsheets) and project reporting (e.g. through PowerPoint, Word, and Navigator).
  
  
  

Some Other Highly Valued Skills May Include

• Experience in Financial Services and ideally Banking
• Advanced expertise in MS Excel – to include advance use of pivots tables, advances formulae, VLOOKUPS, macros etc.
• Experience of regulatory projects, ideally financial crime transformation
  
  
  

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as 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 the delivery of successful change, by ensuring that processes and practices are aligned with relevant controls and governance standards and that all activity is aligned with the strategic objectives of the business area / organisation.

Accountabilities

• Facilitate portfolio prioritisation, ensuring the portfolio is compliant with the established control framework, including oversight of controls and standards.
• Support the effective governance of the portfolio, helping establish and operate effective Portfolio Governance that enables quality, data driven decision making, ensuring executive reporting is fit for purpose and timely.
• Monitor portfolio performance, including tracking of programme and project progress, identification of thematic portfolio risks and issues, and reporting on portfolio status to senior management and key stakeholders.
• Facilitate the management of the portfolio Book of Work, prioritisation and dependencies of change initiatives, considering factors like resource availability, stakeholder buy-in, and potential risks.
• Oversight of change delivery to ensure alignment with relevant policies and standards, driving consistent, robust controls data; monitoring indicators of control adherence, acting to remediate any weaknesses in the controls; and identifying and implementing actions to drive greater maturity against key control indicators.
• Review, resolve, manage and escalate portfolio risks and issues, challenging where appropriate and actively supporting the resolution of variances as necessary.
• Engage and influence all stakeholders to help them to understand their responsibilities and fulfil them effectively through clear, timely communication and well facilitated portfolio management processes.
• Support an environment of effective delivery by empowering portfolio management resources, utilising data led thinking to inform decisions, leverage expertise, and drive accountability and transparency.
• Operate as a source of best practice guidance and expertise, to ensure consistent excellence around controls, and governance (including training) is embedded across the portfolio.
  
  
  

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
  
  
  

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Banking and Financial Services

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