JOB SUMMARY / INTRODUCTION
The F&C Portfolio Manager ensures the organization chooses the right projects, invests in them wisely, delivers them effectively, and ultimately realizes the intended strategic value. The role is responsible for managing the Business & Function CPMO Project Portfolio Managers. Focusing on value, alignment, and enterprise‑level decision making. Providing governance and oversight of Function wide Portfolio(s) ensuring it is delivered on time and within budget. The Portfolio will contain a specific collection of projects and programs in which the bank has chosen to invest in that is aligned to the strategy. The role collaborates with all functions of the office (Change, Value & Reporting, Integration & Governance), Delivery Teams (Tech/Non-Tech) and Business to define and operate execution governance.
KEY RESPONSIBILITIES
- Responsible for the Governance Oversight of the Portfolio
- Align the Project Portfolio to Corporate Strategy
- Execution Governance of Portfolio
- Accountable for adherence of Portfolio to the Banks governance including processes, reporting and governance committees
- Responsible for preparation and running monthly Portfolio Governance Committee; reporting Portfolio status/health, key highlights that require management attention and providing value-add insights and recommendations to Executive level
- Responsible for monitoring risks & issues at Portfolio level and providing timely & clear visibility where support is required to Senior Management and Executive Committees
- Ability to provide value-add insights and recommendations at Portfolio level to senior management up to and including Executive Committee level on an on-going basis
- System adoption monitoring and benefits realisation tracking.
- Ensure optimized Investment and Resource Allocation
- Establish governance frameworks that ensure disciplined execution and controlled change
- Drive Enterprise Visibility and Transparency
- Defining portfolio dashboards, KPIs, and reporting structures.
- Early identification of risks across the entire change agenda.
- Maintaining clarity on dependencies, timelines, and impacts
- Ensuring benefits are defined up front and embedded in business cases.
- Tracking benefits realization after projects go live.
- Steering delivery teams toward outcomes, not just deliverables.
- Responsible for planning a portfolio
- Engages with Business/Technology/Enablement & Control teams outside the CPMO office to understand portfolio’s strategic objectives
- Ensure portfolio projects are aligned to bank’s strategy and provide quantifiable business value
- Engages with Business/Technology/Enablement & Control teams outside the office to initiate annual demand process
- Participates in demand prioritization with Value & Reporting team for the portfolio and provides support in consolidating all requirements
- Reviews financials of portfolio with 360 Value team
- Defines a master resource plan to understand what skills and number of people are required to run the portfolio of projects successfully and reviews it with the Change Team
- Responsible for managing and ensuring a portfolio is delivered
- Building a culture of accountability, transparency, and strategic focus.
- Developing project/portfolio management maturity.
- Coaching executives and delivery teams on portfolio thinking. Works with Integration & Governance team to develop a master plan for the portfolio of projects
- Identifies interdependencies and engages with Business/Technology/Enablement & Control teams outside the office to ensure alignment and action on dependencies swiftly
- Educates and provides support to Business/Technology/Enablement &Control teams outside the office on PMO processes and templates
- Proactively engages with Change team to ensure staffing is available for current and future projects and to measure and track team’s productivity
- Upon a project closure within a portfolio, ensures project is transitioned to Value & Reporting team for value tracking and realization
- Prepares Portfolio-level status reports and participates/presents in portfolio-level governance forums
- Provides relevant data requests / updates to Integration& Governance team as required on an adhoc basis
- Work closely with program managers to resolve issues and handle escalations
Proposes best practices on how to ensure efficient management principles, processes, tools, and templates and continuously maintained
REQUIREMENTS / QUALIFICATIONS
- Experience and Qualification
- University Degree in Technology, Management or equivalent
- Experience of working with Banking IT or PMO
- Total experience of 15+ years
- Minimum of 5 years with oversight of/running large programs of work
- Previous experience in providing reporting for, presenting to Executive level
- Previous experience engaging directly with SVP level in reviews of challenges with ability to guide and challenge as required
- Minimum 10years of experience in managing portfolios, project governance and delivery
- Experience in managing a team size of 5-10 people
- PMP, PRINCE2 (or equivalent) certified
S@Fe certified (or other agile certification)
Skills
- Experience in processing large amount of data points and refining into clear, concise reports for Executive level with addition of recommendations, options and/or insights
- Experience in creating and presenting reports/packs for senior management up to and including executive level
- Experience in providing information in concise & clear manner to Executives; both verbal and written
- Experience in oversight/managing more than 5 projects/programs concurrently
- Experience in engaging with Executives, providing management level insights and accountability
- Expertise in portfolio management and portfolio planning
- Experience in handling multiple programs with interdependencies and an ability to proactively resolve issues
- Experience in managing various project management delivery methodologies (Agile, Waterfall, Hybrid)
- Experience of working with a cross-functional team
- Good stakeholder management capability and working with senior management
- Excellent presentation and communication skills
- Proficient in Microsoft Office Applications; PowerPoint, Excel, etc
- Ability to work in a fast-paced environment, multi-task, and deliver within tight deadlines
- Willing to learn, collaborate, go the extra-mile, and demonstrate a high level of integrity with the ability to handle highly confidential information appropriately
- Supervises, coaches, and develops junior team members
Demonstrates high level of integrity and ability to handle highly confidential information appropriately
Preferred / Beneficial
- MBA or equivalent master’s degree is preferred.
- The content was reorganized into a candidate-facing format, while retaining the source wording and separating the preferred qualification from the essential requirements.
