Portfolio Planning PMO - Assistant Vice President

Join a leading financial services organisation as a Portfolio Planning (PMO) - Assistant Vice President . This permanent role is ideal for Programme Management Officers eager to manage and optimise portfolio planning processes effectively and be part of a wider transformation to enhance the business.

Client Details

This is an opportunity to work with a large organisation within the financial services industry supporting portfolio and team budgets management, headcount planning, executive-level reporting, and overseeing the intake and prioritisation of change initiatives.

Description

• Partner with leaders to support annual and multi-year planning, ensuring investments align with business goals.
• Provide clear insights to support scenario planning, trade-offs, and smart investment decisions.
• Act as a trusted thought partner on portfolio health and opportunities to optimise.

• Manage portfolio budgets end-to-end, including forecasting, tracking, and variance insights.
• Support expense and headcount planning to align capacity with demand.
• Work closely with Finance and Planning to ensure accurate, timely reporting.

• Help guide the intake and prioritization of change initiatives across the business.
• Maintain visibility into demand vs. capacity to support focus on the most important work.
• Partner with delivery teams to track progress, risks, and dependencies.

• Create clear, concise reporting that helps leaders understand portfolio performance.
• Support governance forums with insights and recommendations that drive decisions.
• Promote transparency around investments, outcomes, and realized benefits

Profile

A successful Portfolio Planning - Assistant Vice President should have:

• Previous proven experience in Transformation, Strategy, Business Management within Financial Services (5+ years)
• Strong understanding of change management, project governance, and business case development.
• Strong analytical skillset - able to derive management insight from complex data
• Proficiency in Excel, PowerPoint, and portfolio management tooling (e.g., Clarity, JIRA, or similar).
• Strong organisational skills including ability to set and communicate operating cadence/timelines and efficiently multitask
• Excellent communication and stakeholder management skills
• A proactive mindset with a passion for continuous improvement

Job Offer

• Competitive salary - including 50% Hybrid working
• Opportunities for professional development and growth within the financial services industry.
• Comprehensive benefits package to support your well-being.
• Be part of an exciting journey in the change and transformation space., working for one of the leading international growth and technology leading Banks.