Portfolio Manager

mthree; Pune District; Hybrid; INR 1,800,000 - 2,500,000; Full time

Job summary

mthree is seeking a Portfolio Manager Officer to join the Programme/Workstream team in Pune. The role focuses on budgeting, funding plans, and governance, with hybrid work (3 days in office).

You will work with CIOs, PMO, Finance and senior stakeholders to align funding with delivery milestones, produce executive insights, and drive cost controls across projects.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Engineering, or related discipline.
• 5+ years’ experience in regional or functional financial budgeting and strategic planning for technology.
• Numerically literate; able to distill complex data into meaningful information.
• Strong stakeholder management and English communication; able to challenge assumptions.
• Good process analysis and problem-solving skills; deadline-driven with multiple priorities.
• High integrity; capable of handling sensitive information.

Responsibilities

• Own portfolio budget/funding plan and maintain a single source of truth for assumptions and phasing.
• Track actuals vs forecast, burn rate, cost-to-complete; investigate variances and drive corrective actions.
• Run regular portfolio cost governance with approvals and audit-ready documentation.
• Support business cases / investment requests with robust cost estimates and scenarios.
• Produce executive reporting and insights on funding status, risks, dependencies.
• Coordinate with CIOs, PMO, Finance, and senior stakeholders to align funding with milestones.

Skills

Budgeting

Forecasting

Stakeholder management

Finance

Data interpretation

Education

Bachelor’s degree in Finance, Business, Economics, Engineering, or related discipline

Tools

Power BI

Excel

JIRA

Looker

Clarity

Job description

mthree is seeking a Portfolio Manager Officer to join the Programme /Workstream team at a top-tier multinational investment bank. This role offers the chance to contribute to modern cloud and data platforms, work on meaningful technical challenges, and be part of a dynamic, forward-thinking environment and could be the perfect next step in your career.

Location: Pune (Hybrid 3 days in office)

Key responsibilities

• Own portfolio budget/funding plan and maintain a single source of truth for assumptions and phasing.
• Track actuals vs forecast, burn rate, cost-to-complete; investigate variances and drive corrective actions.
• Run regular portfolio cost governance (approvals, tolerance checks, audit-ready documentation).
• Support business cases / investment requests with robust cost estimates and scenarios.
• Produce executive reporting and insights on funding status, risks, dependencies, and trade-offs.
• Partner with Project/Programme Managers, Finance, PMO and senior stakeholders to align funding with delivery milestones and priorities.
• Coordination and assurance support: Coordinate key governance and assurance activities, including risk and control reporting (regulatory and internal), gap analysis, compliance assurance, thematic reviews, internal audits, third-party engagement management, data management and tax compliance.
• Stakeholder Communication - managing effective communication with CIOs, operations managers, workforce leads, and other key stakeholders to ensure alignment on workforce optimisation plans.
• Monitor the implementation of plans and ensure effective change control processes are maintained as necessary to meet objectives.

Collaboration & ways of working

• Work within Agile delivery; participate in refinement, planning, reviews, retros.
• Partner with IT COO, workstream, product to improve data quality, observability, and pipeline stability.
• Coach peers on program management best practices; raise the overall quality bar across the squad.

Required skills & experience

• Bachelor’s degree in Finance, Business, Economics, Engineering, or a related discipline (or equivalent practical experience).
• Proven 5+ years’ experience in regional or functional financial budgeting, strategic planning, communication, and people management processes for Technology essential
• Numerically literate, with ability to distil complex and varied data into meaningful information.
• Strong stakeholder management and communication in English; comfortable challenging assumptions.
• Good process analysis and problem-solving skills, ability to identify process improvements
• Detail-oriented with strong controls mindset; able to work to deadlines across competing priorities.
• Strong Excel/financial modelling; reporting tools (e.g., Power BI) and PPM tooling (e.g., Pioneer/Looker/Clarity/JIRA) preferred.
• High integrity with the ability to work with sensitive information