Portfolio Value And Benefits Manager

Yorkshire Building Society; Ledston; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Holiday allowance

Bonus up to 15%

Pension up to 11%

Healthcare

My Benefits portal

Job summary

Yorkshire Building Society is seeking a Portfolio Value and Benefits Manager to shape investment decisions and embed a value-led approach across the One Plan portfolio.

As the Business Case & Benefits Lead, you will own the standards, governance and insights to support robust investment proposals and measurable outcomes.

You'll partner with senior leaders across finance and change to ensure alignment with strategic priorities and deliver real value for members.

Qualifications

• Significant experience in business case development and investment appraisal.
• Strong financial analysis skills with cost-benefit, ROI, NPV experience.
• Ability to influence senior stakeholders and governance forums.

Responsibilities

• Own and evolve the business case and benefits framework with clear standards.
• Provide independent challenge on business cases and governance decisions.
• Lead portfolio-level benefits oversight with evidence-based insights.

Job description

Job Description

Portfolio Value and Benefits Manager – Shape investment decisions that deliver real value

This is a strategically important role at the heart of the Society's change agenda. As Business Case & Benefits Lead, you will be responsible for defining and embedding the framework that underpins investment decision-making across the One Plan portfolio, ensuring that change investments are aligned to strategic priorities, supported by robust evidence and focused on delivering measurable value. Working closely with senior leaders across the business, finance and change functions, you will influence key investment decisions and help drive a more value-led approach to change delivery. Please note, this role is internally known as Business Case and Benefits Lead.

About the role

As our Business Case & Benefits Lead, you will lead the development and continual enhancement of the Society-wide business case and benefits management framework, providing the standards, governance and insight required to support effective investment decisions.

• Own and evolve the Society's business case and benefits management framework, establishing clear standards, guidance and quality expectations for investment proposals.
• Provide independent challenge and assurance on business cases, testing strategic alignment, assumptions, options, costs, benefits and risks to support prioritisation and governance decisions.
• Lead portfolio-level benefits oversight, ensuring value is clearly defined, tracked and realised, while providing meaningful insight into emerging risks, trade-offs and investment performance.

About you

You will be an experienced business case and investment appraisal professional with a strong understanding of how value is created, assessed and realised within a complex organisation.

• Significant experience in business case development, investment appraisal and financial analysis, with expertise in cost-benefit modelling, return on investment, net present value and scenario analysis.
• Proven ability to influence senior stakeholders and executive governance forums through clear, evidence-based recommendations and constructive challenge.
• Strong knowledge of benefits management and value realisation, with the ability to translate complex information into clear insights that support strategic decision-making.

About us

At YBS we don’t have shareholders, we have members. We care about people and that includes you. So here, you’ll be respected for who you are, you’ll be able to bring your whole self to work, and you’ll have everything you need to build a long and rewarding career.

Flexibility. We offer a range of flexible working options without unsocial hours, which can help you find a healthy work-life balance. Whether it’s finishing early for an appointment or fitting your studies and hobbies in around your working hours, we can help make it work for you. We’re happy to talk flexible working and you can reach out to us anytime to discuss this during the recruitment process.

Development. We want you to feel challenged here. Whatever your ambitions, we’re committed to helping you develop your skills and move ahead in your career journey. From day one, we’ll set you up for success with a brilliant induction and full training plan, all designed to get you up to speed quickly.

Inclusivity. We’re passionate about creating an inclusive environment where everyone is welcome and able to be themselves. If you’ll go the extra mile to help our members, you’ll fit right in and feel you belong here.

About our Benefits

We offer lots of fantastic rewards that you can make the most of in and out of work, including:

• Holiday. You’ll get 25 days plus Bank Holidays, as well as the option to buy up to a further 5 days.
• Bonus. At YBS we work collaboratively and share in our success together, so when we reach our goals were all rewarded with an on target bonus of 7% of eligible pay (with the opportunity to earn up to a maximum 15%).
• Pension. We know how important it is to save towards the future, that’s why we’ll contribute up 11% into your YBS pension.
• Healthcare. Health and wellbeing are an important part of life at YBS, when you join us you’ll have access to a range of health benefits to suit your life including private medical insurance, dental and healthcare plans.
• My Benefits. When you join YBS you’ll have access to our self-service benefits portal, where you can access a range of retail, hospitality and health discounts.