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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong portfolio management capabilities, including prioritisation, sequencing, and investment planning, while effectively balancing strategic objectives and delivery capacity. Proven ability to build trusted relationships with stakeholders and provide clear, actionable insights in complex environments.
Highest-signal resume keywords
Portfolio ManagementStrategic PlanningStakeholder ManagementChange DeliveryGovernance Practices
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment PlanningPrioritisationSequencingRisk ManagementDependency ManagementBenefits RealisationCommercial AwarenessChange ManagementPortfolio GovernanceDelivery Capacity Assessment
Soft Skills
Communication SkillsInfluencing SkillsFacilitation SkillsRelationship BuildingJudgement
Certifications & Qualifications
Portfolio Management QualificationChange Management Accreditation
Industry Keywords
Asset ManagementInvestment ManagementFinancial ServicesPensionsRegulated Environment
About the role
Key responsibilities & impact- Partner with and deputise for the Director of Change & Transformation (C&T) PIM to shape, optimise and govern the portfolio
- Provide strategic insight, constructive challenge and recommendations for portfolio decision-making, investment planning and business objectives
- Lead portfolio prioritisation, sequencing and investment-planning activities
- Assess demand against strategic value, risk, cost, delivery capacity and organisational readiness
- Maintain an integrated view of portfolio status, priorities, budgets, capacity, risks, dependencies and opportunities
- Oversee portfolio performance, delivery confidence, investment effectiveness, risks and dependencies
- Ensure proportionate governance arrangements are in place
- Facilitate portfolio trade-off discussions and recommend changes to priorities, sequencing or investment
- Maintain oversight of change demand, delivery capacity and organisational readiness
- Work with Project Management, Business Analysis and delivery leaders to balance portfolio outcomes and capability requirements
- Build trusted relationships with senior business and change leaders
- Represent the portfolio in leadership and governance forums
- Anticipate emerging risks, opportunities and portfolio implications
- Continuously improve portfolio management practices, governance, planning and management information
- Contribute to team anchor days, leadership forums, all-hands meetings, capability communities, offsites and other in-person activities
Requirements
What you’ll need- Proven experience in change delivery, strategic planning or leadership within a complex organisational environment
- Experience working within asset and/or investment management, with an understanding of the associated business, operational and technology change environment
- Strong strategic thinking and ability to translate business strategy and operational priorities into a coherent and deliverable portfolio of change
- Strong portfolio management, prioritisation, sequencing, investment-planning and governance capability
- Experience balancing strategic objectives, delivery capacity, organisational readiness, risk and investment constraints
- Experience facilitating portfolio trade-off discussions, resolving competing priorities and building alignment across senior stakeholder groups
- Strong understanding of portfolio governance, dependency management, delivery confidence and benefits realisation
- Commercial awareness, including investment planning, cost-benefit considerations and value optimisation
- Ability to identify emerging risks, dependencies and opportunities and provide clear, evidence-based recommendations
- Strong stakeholder-management, influencing and facilitation skills
- Ability to build trusted relationships and operate with credibility, judgement and resilience in complex and ambiguous environments
- Excellent communication skills and ability to translate complex portfolio information into clear insights and actionable recommendations
- Desirable: experience within a C&T function, portfolio office or enterprise change environment
- Desirable: knowledge of recognised portfolio management frameworks, governance practices and benefits realisation approaches
- Desirable: experience supporting large-scale strategic transformation across multiple business areas
- Desirable: relevant portfolio, programme or change management qualification or professional accreditation
- Desirable: experience within a regulated, financial services, pensions or investment environment
Benefits
Comp & perks- Competitive salary (depending on experience) plus generous annual bonus plan
- 28 days annual leave plus bank holidays
- Membership of the Railways Pension Scheme, a Defined Benefit arrangement providing a pension for life and a lump sum at retirement based on length of service and pay
- 4x Life Assurance cover
- Hybrid and flexible working
- 12 months full pay maternity leave
- 6 months full pay paternity leave
- Adjustments during the recruitment process available