Portfolio Analyst

  • TechNET Digital
  • Halifax, UK
  • Jun 26, 2019
Full time Analyst Jobs Information Technology Jobs

Job Description

My client are looking for an experienced portfolio analyst to join their large property & liability insurance team of over 500 employees based in Halifax. The ideal candidate will have knowledge of agile methodology and practices (Scrum, Kanban) as well as being able to maintain project and/or programme plans, including risks, actions, issues and dependencies.




  • Assisting in the day to day management of IT projects and products, working with the Lead Portfolio Analyst to ensure that each individual project/product is well governed and smoothly run
  • Producing fortnightly and monthly portfolio reports, setting deadlines with contributors and liaising with the teams to ensure they are completed consistently and on-time
  • Maintaining the portfolio tracker by tracking the status of inflight projects / products and updating costs of delivery
  • Providing support and administration for the IT governance meetings and other ad hoc support to the wider IT Team
  • Provide a portfolio management service to the IT team
  • Support the Lead Portfolio Analyst as follows:
  • Maintain a shared filing system, updating where required and ensure team members are contributing their content consistently
  • Attend, facilitate and support all portfolio governance meetings (and some larger projects and programmes where necessary)
  • Supporting the collation of new product/project proposals ahead of each review meeting and ensuring all relevant processes are adhered to
  • Manage the update and release of new version(s) of the portfolio tracker, proposal template, and project status reporting templates as needed on a periodic basis including its communication and roll out
  • Assist in keeping various portfolio and governance reference documents accurate and up-to-date
  • Assist in the preparation of presentation packs governance meetings when required
  • Support quality reviews of proposals and projects within the portfolio
  • Ensure that projects/teams comply with the portfolio/project governance processes and standards
  • Co-ordinate and capture suggested changes and improvement recommendations to governance processes as they are being used
  • Support in maintaining and releasing new versions of the governance process
  • Gather reporting metrics that provide a clear picture on the progress of the IT portfolio
  • Support with the IT communication plan




  • Managing business and stakeholder groups
  • Supporting product/project governance practices
  • Maintaining project and/or programme plans, including risks, actions, issues, dependencies
  • Meeting governance - preparing agendas, issuing minutes, minute taking
  • The coordination and collation of status reports
  • Knowledge of agile methodology and practices (Scrum, Kanban)
  • Microsoft packages - Powerpoint, Word and Excel


Nice to have:


Experience and knowledge of

  • PMO tools
  • Benefits and dependency mapping, risk management and resource planning



  • Exemplary interpersonal and communications skills, both written and verbal
  • Ability to quickly assimilate knowledge from outside own area of expertise



  • Competitive salary and benefits package
  • Great work life balance
  • 25 days annual plus bank holidays
  • Flexible working