KYC – Portfolio Manager recruitment
The succesful candidate will take responsibility for all aspects of the portfolio over the entire life cycle including
o Initiation; feasibility planning, architecture agreement, high-level planning, scope definition, high-level planning, assembling the team, ensuring the business have completed business cases and that the sponsor is fully engaged). In particular, ensure that the need for user resources and SMEs is agreed up-front
o Develop a stakeholder assessment and stakeholder engagement plan and puts this in place at the beginning of the portfolio or project
o Ensuring each project has a suitable project manager
o Managing the plan; managing day-to-day key team members, tracking task completion, modifying the plan to reflect actual progress and ensuring dependencies are understood and proactively managed
o Managing costs; tracking project cost and ensuring material variances are discussed with the sponsor; ensure projected forecasts are kept up to-date
o Managing issues and risks; closing the former on a timely basis and ensuring mitigating actions are in place for major risks
o Reporting status; at a programme and project level to stakeholders and to overall portfolio management; ensuring key stakeholders receive “no surprises”
o Ensure business requirements are met or exceeded, on time and within budget in line with business targets
o Ensure quality gates/milestones are defined, tracked and completed in a timely manner
• Ensure that the portfolio is planned in coordination with the Head Portfolio Quality, Resourcing and Testing
• Identify and engage all key stakeholders, contributors and business and technical resources that must participate in the assigned portfolio and ensure that contributors are motivated to complete assigned tasks within the parameters of the plan
• Maintain a good relationship with the sponsor and key stakeholders; continuously check back with them to ensure they understand status, support the direction and are engaged in issue resolution
• Become recognised as the “go to” person for the portfolio both within Client On Boarding and in dealing with other teams.
• Agree as part of planning the appropriate project methodology to be followed and ensure that the project manager sets out which project artefacts are required.
• Facilitate and chair regular portfolio team meetings and follow-up with team members as required to focus on business and operational issues or technical issues, documenting, assigning and monitoring all issues to ensure clearance with minimal impact to portfolio or project progress;
• Where necessary, manage Vendor relationships; including contract negotiations in consultation with Procurement.
• Ensure compliance with all relevant internal instructions (FIMs, GSMs, circulars) and external regulatory requirements, including the management of operational risk and adherence to the Group’s standards of ethical behaviour
• Create an environment that is open to and prepared for change, including identifying and overcoming resistance to change
Applicants will need to have a proven track record in managing complex programmes or portfolio of project through from inception to delivery in an international investment bank including
o Forming a practical programme of work to deliver a business objectives based on a vision
o Gaining acceptance at senior management level to the proposed direction
o Mobilising resources in different businesses, locations and with different skills to make the plan a reality
o Flexing the plan and direction as the business environment evolves
o Managing risk and resolving issues
o Tracking and managing expenditure
o Managing people day to day
• Good overall knowledge of Client interface onboarding and associated processes within an investment bank
Commercial awareness and experience in vendor management and negotiation
• Experience in delivering change through different methodologies and the experience to know which is appropriate in which circumstance
• Experience in managing people