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Client portfolio analyst - 12 month ftc

London
TPXimpact
Portfolio analyst
£45,000 a year
Posted: 23 February
Offer description

About The Role As the Client Portfolio Analyst, you will provide the governance "scaffolding" required for multidisciplinary teams to deliver at pace. You will act as a strategic pivot between delivery leadership, internal resourcing teams, and the client to ensure all contractual obligations, KPIs, and SLAs are met. You are the "gatekeeper" of the accountmanaging the pipeline of upcoming demand, drafting clear Statements of Work, and owning the end-to-end onboarding and compliance lifecycle for all team members. Responsibilities SoW Creation & Demand Intelligence Statement of Work (SoW) Drafting: Lead the accurate drafting of all new SoWs and Variations, translating client needs into clearly articulated deliverables and milestones. Demand Triage: Identify upcoming demand from client conversations and ensure the Resourcing Team is briefed early with precise profiles and start dates. Liaison: Act as the primary interface between the accounts delivery needs and the central resourcing function to ensure a high-quality pipeline of candidates. Onboarding & Compliance End-to-End Onboarding: Manage and regularly enhance the onboarding process for all new team members, ensuring they have the necessary kit, credentials, and access from day one. Compliance Gatekeeping: Enforce robust document and version controls for all contract documentation to ensure the account is always audit-ready. Obligations Tracking: Maintain a central Contract Obligations Tracker to ensure every deliverable promised in an SoW is monitored and reported. Account Operations & Governance SLA & KPI Management: Gather and analyse KPI data, monitoring performance against SLAs and providing detailed monthly rationale for service reviews including RAID log management. Governance Support: Lead the preparation of high-quality materials for project boards, including slide packs, agendas, and the tracking of all actions/decisions to completion. Financial Monitoring: Support the collection of timesheets and expenses to ensure accurate monthly invoicing and track expenditure against contractual caps. Dimensions Demand Coordination: Managing a continuous flow of demand for 100 delivery roles across a complex portfolio. Governance: Orchestrating monthly service reviews and quarterly balanced scorecards. Financial Integrity: Tracking actual spend against forecasts, monitoring "burn down" rates, and ensuring month-end reporting accuracy. Compliance: Ensuring 100% adherence to IR35, security vetting, and contractual obligations. About You You are an exceptionally organised self-starter who thrives on creating order within complex environments. Beyond your operational rigour, you are a natural communicator who enjoys engaging with clients and building lasting, trust-based relationships. You understand the mechanics of SLAs and take ownership of the accounts daily health to support the Engagement Lead. By blending analytical skills with an empathetic approach to client needs, you proactively identify bottlenecks and deliver solutions that satisfy both the data and the stakeholders. Professional knowledge and experience Experience Operational Governance: Proven experience in designing and maintaining the governance "scaffolding" required for multidisciplinary teams to deliver at pace. Account Lifecycle Management: Expert at managing the end-to-end lifecycle of account operations, from identifying demand and drafting SoWs to managing complex onboarding and compliance. High-Volume Coordination: Experienced in managing a continuous flow of demand for 100 delivery roles across complex portfolios. Risk & Mitigation: Skilled in identifying operational riskssuch as "scope creep" or "spend burn" exceeding forecastsand implementing corrective actions to protect contractual integrity. Technical skills Contract Management: Strong understanding of contract principles and SoW, including drafting variations and clear measurable milestones. Financial Literacy: Proficient in financial reporting, tracking actual spend against forecasts, and monitoring "burn down" rates for accurate monthly invoicing. Compliance Standards: Familiarity with IR35 regulations and security vetting processes (e.g., BPSS/SC). Data & Tooling: Proficiency in utilising tools such as Power BI for performance dashboards, and Jira or PSA systems for demand triage and workflow automation. Behaviours Strategic Bridge-Building: Models collaborative behaviours that bridge the gap between high-level client expectations and the practical realities of resourcing and delivery to ensure mutual success. Ownership & Precise Execution: Takes full accountability for administrative processes and the accuracy of all reporting, applying high standards of professionalism to ensure every SoW and contract document is precise and audit-ready. Proactive Problem-Solving: Identifies process bottleneckssuch as onboarding delaysand proposes data-driven solutions to create lasting positive change rather than simply reporting the issue. Resilience & Composure: Maintains a calm demeanor and high standards of accuracy when navigating shifting client demands, complex governance requirements, or urgent compliance audits. Strengths, drivers and traits (to follow) Operational Intuition: The ability to see the "big picture" of an accounts health while managing the granular tasks of vetting and kit deployment. Influencing & Negotiation: Navigating the needs of internal resourcing teams and external clients to reach a consensus on start dates and deliverables. Efficiency (Driver): Motivated by the challenge of turning chaotic, manual processes into streamlined, repeatable "scaffolding." Accountability (Driver): Driven by the satisfaction of being the "single source of truth" for account data and operational health. Impact (Driver): Seeing how well-structured governance directly enables delivery teams to provide value at pace. Pragmatic (Trait): Focused on what works, balancing the need for rigid compliance with the need for delivery speed. Diplomatic (Trait): Able to enforce "gatekeeping" rules and standards without damaging stakeholder relationships. Self-Starter (Trait): Highly autonomous; you proactively improve systems before they break. PACT values Purpose - The beating heart of our organisationthe impact we make on people, places, and the planet. Purpose is our driving force and at the core of our organisation. Accountability - As we apply flexibility, pace and growth through our self-organisation, we are accountable* to all of our stakeholders. Craft - Craft highlights our dedication to bringing precision, problem-solving, and creativity to our work, both with our clients and internally. Togetherness - Togetherness is how we work - it captures the energy, fun, and user-centred approach that we embrace. It signifies the collaborative spirit we bring to our work, including people at every level and creating a sense of belonging to our teams. About Us People-Powered Transformation We're a purpose driven organisation, supporting organisations to build a better future for people, places and the planet. Combining vast experience in the public, private and third sectors and expertise in human-centred design, data, experience and technology, were creating sustainable solutions ready for an ever-evolving world. At the heart of TPXimpact, were collaborative and empathetic. Were a team of passionate people who care deeply about the work we do and the impact we have in the world. We know that change happens through people, with people and for people. Thats why we believe in people-powered transformation. Working in close collaboration with our clients, we seek to understand their unique challenges, questioning assumptions and building in their teams the capabilities and confidence to continue learning, iterating and adapting. Benefits Include: 30 days holiday bank holidays 2 volunteer days for causes that you are passionate about Maternity/paternity - 6 months Maternity Leave, 3 months Paternity Leave Life assurance Employer pension contribution of 5% Health cash plan Personal learning and development budget Employee Assistance Programme Access to equity in the business through a Share Incentive Plan Green incentive programmes including Electric Vehicle Leasing and the Cycle to Work Scheme Financial advice Health assessments About TPXimpact - Digital Transformation We drive fundamental change in approaches to product and service development, delivery and technology. Our agile, multidisciplinary teams use technology, design and data to deliver better results, improving outcomes for individuals, organisations and communities. By working in the open, in partnership with our clients, we not only transform their systems and services but also build the capability of their teams, so work can continue without us in the longer term. Our focus is sustainable change, always delivered with positive impact. We are committed to having a positive impact on the clients and the communities we serve. We actively encourage applications from all genders, ethnicities, disabled people, members of the LGBTQIA community, and those from lower socio-economic backgrounds. Dont meet 100% of the criteria? We still want to hear from you. Please let us know if you require any adjustments during the recruitment process.

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