Senior Portfolio Analyst

Jobtailor; Warwick; On-site; GBP 45,000 - 75,000; Full time

Job summary

Jobtailor is seeking a Portfolio/PMO focused professional to support the Enterprise Portfolio pipeline, ensuring demand is captured and tracked with up-to-date information. You will manage the portfolio front door, coordinate submissions, and support governance and approvals to enable strategic investment choices.

The role involves providing analysis and MI to align portfolio activity with strategic objectives, developing portfolio plans across programmes and BAU initiatives, and delivering

Qualifications

• Is passionate about portfolio or programme management offices and understands the importance of a strategic, insight-led function.
• Has a good understanding of portfolio planning, prioritisation and financial management processes.
• A Professional certification in portfolio / programme / project management (e.g. MSP, MoP, PRINCE2, APM) or equivalent experience.
• Demonstrates strong attention to detail, ensuring high-quality, accurate and reliable portfolio data.
• Is highly organised, proactive and able to manage multiple priorities in a fast-paced environment.
• Is flexible, dynamic and able to pivot quickly in response to changing organisational priorities.
• Has experience supporting governance processes, approvals and business case coordination.
• Brings experience in data analysis, reporting and Management Information (MI) to support decision-making.
• An exceptional team player demonstrating strong communication and stakeholder engagement skills, with the ability to work effectively across teams.

Responsibilities

• Supporting the management of the Enterprise Portfolio pipeline, ensuring all demand is captured, tracked and maintained with accurate and up-to-date information.
• Managing the portfolio “front door” process, coordinating submissions, ensuring completeness of information and supporting the governance and approvals process.
• Support the prioritisation and phasing of portfolio activity by providing analysis, data and insights to enable alignment to strategic objectives and investment constraints.
• Developing and maintaining portfolio plans, ensuring alignment across programmes, projects and key BAU initiatives.
• Supporting portfolio financial tracking and reporting, ensuring accurate and timely insight on spend, forecasts and financial performance.
• Developing and maintaining high-quality portfolio data, MI and reporting to provide clear, actionable insight to stakeholders and governance forums.
• Supporting governance forums and approval processes by preparing high-quality materials, ensuring data accuracy and enabling effective decision-making.
• Contributing to the continuous improvement of portfolio pipeline, planning and financial management processes, ensuring efficiency, consistency and best practice.

Skills

Portfolio Management

Financial Management

Data Analysis

Governance Processes

Stakeholder Engagement

Portfolio Planning

Prioritisation

Financial Tracking

Reporting

Management Information (MI)

Attention to Detail

Organisational Skills

Proactivity

Flexibility

Team Player

Education

MSP

MoP

PRINCE2

APM

Job description

• Supporting the management of the Enterprise Portfolio pipeline, ensuring all demand is captured, tracked and maintained with accurate and up-to-date information.


• Managing the portfolio “front door” process, coordinating submissions, ensuring completeness of information and supporting the governance and approvals process.


• Support the prioritisation and phasing of portfolio activity by providing analysis, data and insights to enable alignment to strategic objectives and investment constraints.


• Developing and maintaining portfolio plans, ensuring alignment across programmes, projects and key BAU initiatives.


• Supporting portfolio financial tracking and reporting, ensuring accurate and timely insight on spend, forecasts and financial performance.


• Developing and maintaining high-quality portfolio data, MI and reporting to provide clear, actionable insight to stakeholders and governance forums.


• Supporting governance forums and approval processes by preparing high-quality materials, ensuring data accuracy and enabling effective decision-making.


• Contributing to the continuous improvement of portfolio pipeline, planning and financial management processes, ensuring efficiency, consistency and best practice.

Requirements

• Is passionate about portfolio or programme management offices and understands the importance of a strategic, insight-led function.


• Has a good understanding of portfolio planning, prioritisation and financial management processes.


• A Professional certification in portfolio / programme / project management (e.g. MSP, MoP, PRINCE2, APM) or equivalent experience.


• Demonstrates strong attention to detail, ensuring high-quality, accurate and reliable portfolio data.


• Is highly organised, proactive and able to manage multiple priorities in a fast-paced environment.


• Is flexible, dynamic and able to pivot quickly in response to changing organisational priorities.


• Has experience supporting governance processes, approvals and business case coordination.


• Brings experience in data analysis, reporting and Management Information (MI) to support decision-making.


• An exceptional team player demonstrating strong communication and stakeholder engagement skills, with the ability to work effectively across teams.

Core Competencies

Demonstrates expertise in portfolio management, including financial tracking, data analysis, and governance processes, while ensuring high-quality, accurate reporting and stakeholder engagement.

Highest-signal resume keywords

• Portfolio Management


• Financial Management


• Data Analysis


• Governance Processes


• Stakeholder Engagement

ATS Optimization Keywords

Hard Skills

• Portfolio Planning


• Prioritisation


• Financial Tracking


• Reporting


• Management Information (MI)

Soft Skills

• Attention to Detail


• Organisational Skills


• Proactivity


• Flexibility


• Team Player

Certifications & Qualifications

• MSP


• MoP


• PRINCE2


• APM

Industry Keywords

• Portfolio Pipeline


• Governance


• Business Case Coordination


• Strategic Objectives


• Continuous Improvement