Project Portfolio Reporting Manager, VP
The role will be to lead the development of portfolio reporting and drive the ongoing reporting and MI commitments that provides transparency and oversight of the Ops portfolio. This also covers the whole of the banks’ businesses, Corporate, Investment Bank, Wealth and Investment Management businesses. This role will also support the roll-out of a new PPM tool across the business, so this person will take an active part in this project.
Main Duties
- Manage the production and ongoing development of the suite of periodic status reports.
- Conduct financial performance analysis on the IB major programmes portfolio.
- Providing PMO support (reporting and financial forecasting) to a locally managed project portfolio.
- Work with junior analysts to manage data and create report materials.
- Supporting Change teams across IB Ops by providing ad hoc portfolio analysis; best practice guidance on use of tools and frameworks.
- Support the roll-out of a new enterprise wide project portfolio management toolset.
- Develop the reporting capability for Ops within the new toolset.
Person Requirements
My client is looking for confident individual with an outgoing personality who can build robust relationships across the business and with senior stakeholders as well as present ideas and information confidently.
- Degree or equivalent.
- Practical project/programme delivery experience particularly in project financials.
- Recognised project/ programme management accreditations
- Experience working in a Portfolio Management Office, preferably in an investment banking/financial services context.
- Proven track record of working with direct and virtual project teams.
- Experience working with senior stakeholders.
- Understanding and experience of project financial reporting.
- Knowledge and use of PPM and other reporting tools.
- Knowledge of Portfolio Management best practice and related disciplines.
- Understanding of reporting good practice and the tools and techniques for presenting information.
- Understanding of project financial management processes.
- Analytical skills ability to produce financial analysis and the messages to accompany analysis.
- Integrity; an implicit understanding of how to handle sensitive information.
- Excellent written and verbal communications skills.
- Stakeholder management - ability to effectively manage internal and external stakeholders in a global context.
- Proficient user of MS Word, MS Outlook, MS PowerPoint, MS Access MS Excel, SharePoint.
- Excellent written and verbal communication skills and strong organisational skills.
- Excellent attention to detail.
- Collaborative team player.
- High standard of integrity objectivity.
- Passion in purpose and sensitivity to the need to bring people onside.
- Ability to work independently drive initiatives through to delivery.
- Detail oriented / hands on; demonstrates tenacity and strong conceptual skills; and lateral thinking.
- Able to multi-task and prioritize.
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