13 of 13 Permanent Senior Portfolio Analyst Jobs

PMO Senior Portfolio Analyst 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 Portfolio Analyst 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 Portfolio Analyst , 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 More ❯

We are looking for a Senior Portfolio Analyst 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 … 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 ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯

and retail clients manage investments. This team is essentially the front-office for Schwab Asset Management that continues to harness the state-of-the-art technologies for differentiating Schwab portfolio research and asset management. The team has won several industry awards such as the "Best IT Team of the Year" and the "Asset Manager Digital Tool of the Year … designing systems, and delivering to high quality standards. Serving as subject matter expert for business partners and technology, working through the financial application enhancements, issues or questions related to Portfolio Optimization and performance attribution. Conducting requirements-gathering meetings with users, developers, system design architects, system integrators and vendors. Partnering with Agile team members to generate requirement stories, UAT test … to stories in JIRA and confluence. Experience with collaborative tools such as Jira, Confluence is required. What you have Extensive experience in the financial Asset management, particularly equity trading, portfolio management, operations, and accounting. Subject matter expertise and experience with optimizers - preferably Axioma and Gurobi. Subject matter expertise and experience with IBOR Systems - preferably Vestmark. Ability to manage and More ❯