Portfolio Analyst, Project Management

Overview

In this role you will provide an evidence-based view of how Digital and OT investments perform against regulatory commitments. You’ll connect regulatory targets with funded delivery and raw data to support senior leaders in decision-making. You will establish a reliable, auditable view of portfolio performance and help shape the quarterly rhythm and regulatory reporting. The opportunity sits at the heart of the Digital and IT portfolio, enabling delivery within a fixed price control while remaining adaptable to changing priorities. This role offers impact across governance, data integrity, and cross-team collaboration in a fast-changing digital environment.

Pay / Benefits

• salary circa 50,000–58,000 per year
• 26 days leave + 8 bank holidays
• pension with company match up to 12%
• bonus scheme
• flexible benefits (cycle scheme, share plan, technology schemes)
• digital GP and wellbeing app

Responsibilities

• Coordinate the annual regulatory reporting cycle for Digital and IT, delivering tables to standard and deadline
• Maintain assurance documentation, verification checks, sign-off evidence, and audit trail
• Reconcile reported positions to finance control totals and resolve data classification and boundary issues
• Design and establish a quarterly internal reporting rhythm to reduce year-end effort and dependency
• Provide insight to governance forums and senior stakeholders to inform decisions
• Establish and maintain a connected view linking regulatory commitments, funded investment, delivery and outcomes
• Source and reconcile data from owning portfolios, maintaining traceability and a documented data record
• Develop and improve data products and reporting tooling (e.g., Power BI, ServiceNow SPM)
• Analyze trends and risks, offering actionable recommendations and scenario analysis for prioritisation
• Collaborate across Portfolio Analysts, Portfolio Managers, Finance, and Regulation to ensure data reliability
• Challenge data gaps constructively and escalate regulatory risk when needed
• Support cross-functional improvements in data capture and source maintenance
• Prepare evidence for governance reviews and investment decision points
• Communicate insights clearly to technical and senior audiences
• Work effectively in a federated organization to influence outcomes without formal authority

Key requirements

• Experience in portfolio, finance or delivery analysis, with understanding of investment-delivery integration
• Strong analytical skills to reconcile data from multiple sources into a clear picture
• Proven experience producing high-quality reporting for senior stakeholders under tight deadlines
• Track record of improving or redesigning reporting and analysis processes
• Strong Power BI experience to create dashboards turning data into insights
• Proficiency in Excel for data analysis and reconciliation
• Familiarity with portfolio management tools such as ServiceNow SPM or equivalent
• Ability to work across teams, influence without formal authority, and challenge constructively
• Degree or equivalent experience in Business, IT, Data, Finance, or Engineering
• Experience in regulated, audited, or externally assured environments (advantageous)
• Understanding of how investment and delivery connect to regulatory commitments (beneficial)
• Qualifications like P3O, PRINCE2 or Agile PM (advantageous, not essential)

• Analytical thinking
• Communication to diverse audiences
• Cross-functional collaboration
• Power BI
• Excel
• ServiceNow SPM

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