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Portfolio planning - assistant vice president

London
Permanent
Page Personnel
Assistant vice president
Posted: 26 January
Offer description

1. Are you a strategic individual, driving transformation across change portfolio?
2. Do you have PMO experience within financial services?

About Our Client

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.

Job Description

Strategic Planning

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

Budget & Resources

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

Change & Portfolio Oversight

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

Executive Reporting & Governance

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

The Successful Applicant

A successful Portfolio Planning - Assistant Vice President should have:

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

What's on Offer

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

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