PMO Senior PortfolioAnalyst Location - Remote, with travel to the Manchester or London office once per monthSalary - Competitive Are you passionate about driving value through data, insight and strategic portfolio management We are looking for a PMO Senior PortfolioAnalyst to join our Strategic Change team in a key role supporting business transformation through intelligent … portfolio analysis, planning and reporting. About the Role As a Senior PortfolioAnalyst , you will play a vital part in enabling informed decision making across our change portfolio. Reporting to the Portfolio Manager, you will maintain the single source of truth for all project and portfolio information, providing insight, challenge and assurance to ensure initiatives … deliver against strategic goals.You will be the go to person for turning complex data into meaningful portfolio insights, supporting investment optimisation and ensuring robust governance across all programmes and projects. What You Will Do • Maintain accurate portfolio data including status, costs, plans and resources, providing clear visibility to stakeholders• Analyse and report on portfolio KPIs, identifying trends More ❯
We are looking for a Senior PortfolioAnalyst who will play a critical role in driving strategic alignment, performance visibility, and operational excellence across a Technology portfolio. Operating within a lean governance framework, this role collaborates closely with Product, Engineering, and Data leadership to translate strategic objectives into measurable outcomes—ensuring the portfolio delivers maximum value in … Partner with Product and Data leaders to manage Technology backlogs, ensuring initiatives are well-defined, strategically aligned, and prioritised according to business value and OKR impact. Collaborate with the Portfolio Manager and Data team to provide transparent insights into portfolio performance and progress against strategic goals. Support quarterly and annual planning cycles, ensuring initiatives are reviewed, prioritised, and … central Change Board, evaluating and prioritising new requests to ensure alignment with strategic objectives. Governance Maintain dashboards, reports, and insights to track progress against OKRs, key metrics, and overall portfolio health. Facilitate impact assessments for new demand, validating business benefits, dependencies, and resource implications. Support financial oversight, risk and issue management, and the definition of portfolio KPIs and More ❯
We are looking for a Senior PortfolioAnalyst who will play a critical role in driving strategic alignment, performance visibility, and operational excellence across a Technology portfolio. Operating within a lean governance framework, this role collaborates closely with Product, Engineering, and Data leadership to translate strategic objectives into measurable outcomes—ensuring the portfolio delivers maximum value in … Partner with Product and Data leaders to manage Technology backlogs, ensuring initiatives are well-defined, strategically aligned, and prioritised according to business value and OKR impact. Collaborate with the Portfolio Manager and Data team to provide transparent insights into portfolio performance and progress against strategic goals. Support quarterly and annual planning cycles, ensuring initiatives are reviewed, prioritised, and … central Change Board, evaluating and prioritising new requests to ensure alignment with strategic objectives. Governance Maintain dashboards, reports, and insights to track progress against OKRs, key metrics, and overall portfolio health. Facilitate impact assessments for new demand, validating business benefits, dependencies, and resource implications. Support financial oversight, risk and issue management, and the definition of portfolio KPIs and More ❯
We are looking for a Senior PortfolioAnalyst who will play a critical role in driving strategic alignment, performance visibility, and operational excellence across a Technology portfolio. Operating within a lean governance framework, this role collaborates closely with Product, Engineering, and Data leadership to translate strategic objectives into measurable outcomes—ensuring the portfolio delivers maximum value in … Partner with Product and Data leaders to manage Technology backlogs, ensuring initiatives are well-defined, strategically aligned, and prioritised according to business value and OKR impact. Collaborate with the Portfolio Manager and Data team to provide transparent insights into portfolio performance and progress against strategic goals. Support quarterly and annual planning cycles, ensuring initiatives are reviewed, prioritised, and … central Change Board, evaluating and prioritising new requests to ensure alignment with strategic objectives. Governance Maintain dashboards, reports, and insights to track progress against OKRs, key metrics, and overall portfolio health. Facilitate impact assessments for new demand, validating business benefits, dependencies, and resource implications. Support financial oversight, risk and issue management, and the definition of portfolio KPIs and More ❯
Boston, Massachusetts, United States Hybrid / WFH Options
Living Talent
Portfolio Operations Analyst (Investment Management) Location: Boston - Financial District Hybrid: 3 days in office, 2 days remote Duration: 1 year contract Experience Level: 2-4 years Overview Deliver high-quality investment solutions to institutional & high-net-worth clients Collaborate, support and maintain strong relationships with custodians Support trade settlement ops Ensure the accuracy and integrity of portfolio data The team values collaboration, innovation, and operational excellence Responsibilities Account Reconciliation & Oversight Reconcile portfolio holdings, trading activity, and cash balances with custodian bank statements Investigate and resolve discrepancies in a timely and accurate manner Conduct monthly, quarterly, and annual account reviews to ensure data integrity Cash Management & Reconciliation Reconcile currency balances between internal systems and custodian statements … point of contact for custodians, ensuring effective communication and issue resolution Maintain documentation and service-level standards for custodian interactions Qualifications 2 years of experience in investment operations or portfolio accounting Strong understanding of financial instruments, trade lifecycle, and reconciliation processes Proficiency in Excel and familiarity with portfolio management systems (Bloomberg, Eagle, Advent, etc.) Excellent communication and problem More ❯
