- Establish and run a mature, enterprise-wide portfolio management capability
- Enable the Executive Committee and senior leadership to make data driven, prioritised, and strategically aligned investment decisions
- Lead the development of the Project Portfolio pipeline for Lines of Business or DBS Functions
- Deliver integrated portfolio insight, governance, evaluation and prioritisation of projects based on business value, organizational capacity, and risk
- Act as a trusted advisor to various divisional leadership and senior stakeholders
- Implement integrated planning processes across strategy, budgets, and delivery
- Challenge and shape demand to ensure alignment with business priorities
- Translate business strategy into coherent and prioritised change pipelines
- Create and maintain a single integrated view of the change portfolio
- Help redefine the governance framework(s) for prioritizing, sequencing, and pausing change initiatives
- Deliver forward-looking portfolio insights including: Delivery health and performance; Strategic alignment; Capacity and resource constraints; Interdependencies and risk hotspots
- Upskill the Business Change function and Business areas in portfolio thinking and disciplines
Requirements
- 10+ years of hands-on experience in portfolio / transformation / change leadership within; Insurance (Life, Reinsurance preferred), or Financial Services (Banking, Asset Management)
- Proven track record of establishing or maturing Portfolio / Transformation Offices (PMO++, EPMO, Portfolio Office)
- Deep expertise and qualifications in: Portfolio management frameworks (e.g. MoP, P3O, enterprise PMO models)
- Investment prioritisation and business case evaluation
- Portfolio analytics, reporting, and tools (e.g. Planview, Clarity, Power BI)
- Strong understanding of delivery methodologies (Agile, Waterfall, Hybrid)
Core Competencies
Demonstrates extensive expertise in portfolio management frameworks and investment prioritization, with a strong ability to translate business strategy into actionable change pipelines. Proven leadership in establishing and maturing Portfolio Management Offices while delivering integrated insights and governance across organizational functions.
Highest-signal resume keywords
- Portfolio Management Frameworks
- Investment Prioritization
- Portfolio Analytics
- Change Leadership
- Delivery Methodologies
ATS Optimization Keywords
Hard Skills
- Portfolio Management
- Transformation Leadership
- Business Case Evaluation
- Governance Frameworks
- Integrated Planning Processes
Soft Skills
- Trusted Advisor
- Stakeholder Engagement
- Strategic Alignment
Industry Keywords
- Insurance
- Financial Services
- Banking
- Asset Management
- Reinsurance
Tools & Technologies
- Planview
- Clarity
- Power BI
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