Overview As a portfolio analyst you will provide a range of project management and support services, including preparation of reports and briefs, coordinating resources, maintaining project documentation and monitoring project plans, to ensure project outcomes are achieved on time, to quality standards and within agreed scope and budget, in line with established change delivery methodologies.
You will provide data-driven insights, analysis & and recommendations regarding optimisation of the portfolio.
You are responsible for analysing project, workload, and resource data and developing reports on these assets, working in close collaboration with a variety of IT stakeholders and business units.
Working with the Portfolio Manager, you will also identify and implement ways to continually optimise the operation of the portfolio, its processes and ways of working.
You will build trusted and effective relationships working with Portfolio leaders and project managers.
Key Accountabilities and main responsibilities
Strategic Focus
- Monitoring progress and performance and helping teams to make improvements.
Operational Management
- Developing, maintaining, and improving Portfolio Management methodologies and processes
- Developing dashboards, graphics, and reports for executive management and others in the business
- Coordinating with the project managers and other IT unit managers on project, workload, and IT asset information and processes
- Maintain and regularly update reports to reflect accurate costs, resourcing and project/portfolio health and keep the Portfolio Manager, Sponsor and key stakeholders informed
- Coordinate the portfolio governance forums and ensure tracking and closure of actions and decisions.
- Co-ordinating with project and program managers for forecast inputs
- Partnering with Finance to mitigate budget/forecast variances and assist in monthly/quarterly reporting processes.
- Ensuring project management and delivery teams have the appropriate tools for project financial planning and delivery tracking
People Leadership
- Be able to guide team members on complex issues with practical workable approaches/solutions.
- Build productive and professional relationships with key stakeholders and other cross-functional team members.
- Facilitate internal communication and effective collaboration.
Governance & Risk
- Identify, assess, and manage project risks & issues.
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.
Experience & Personal Attributes
Experience
- 1-3 years Project Portfolio Analyst experience or similar role
- Practiced in project management fundamentals (estimation, project planning, resource planning, issue management, risk management, change management, communication planning)
- Experience using project management and project scheduling software
- Experience creating reports, charts, and graphs for executive management
- Knowledge of and experience in Project Portfolio Management methodologies
- Experienced with Microsoft suite of tools and competent user of Service Now and Jira
- Experience working with multiple business and technical delivery teams
- Experience in presenting to small and medium size groups, and communicating and educating staff on new concepts and processes
- Experience writing procedures and documenting processes
- Understanding or experience in Agile delivery practices
Personal Attributes
- Excellent analytical skills, and oral and written communication skills
- Ability to work in a changing environment, evaluate priorities, and modify work plans as necessary
About Us
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
