Portfolio Manager, Value Office

**Overview**
- Reporting to the Head of Strategic Portfolio Management, the portfolio manager is accountable for a portfolio of investments and initiatives to achieve the organization’s goals and objectives.
- Acts as the primary resource for the investment council, steering committee and senior executives for communications, and for reporting the state and performance of initiatives within the portfolio.
- Analyses and evaluates data to ensure an optimized mix of project investments, making the best possible use of all resources, and delivering the maximum value and benefits from projects and initiatives within the portfolio. Identifies, prioritizes and coordinates project and program resources engaged with all or many of the initiatives within the project portfolio.

**Key Accountabilities and main responsibilities**
- Ensure adherence to the appropriate governance functions relating to the portfolio. Do so on behalf of the strategic investment council and steering committee, and in accordance with Retirement Solutions business guidelines, policies and practices.
- Management of all aspects of the portfolio including:

- Demand management and strategic alignment of projects and programs
- Portfolio categories and criteria
- Evaluation, selection and prioritization
- Execution, tracking and measuring the achieved results
- Conduct reviews quarterly — or at other specified intervals — with senior business and IT leaders, and governance bodies to validate and assess the project portfolio, execute change and reprioritize as necessary to meet business needs.
- Inform business leaders and key stakeholders of any issues with the performance of individual projects within the portfolio. Confirm that the use of resources and funding is on plan, and highlight any variances.
- Lead reviews of any significant initiatives, projects or programs that have run into challenges. Provide recommendations as to whether they should be continued, changed significantly, placed on hold or discontinued.
- Provide criteria for prioritization at the appropriate level aligned to the goals of the investment council and steering committee. Become the point of escalation and arbitration if necessary.
- Oversee and coordinate dependencies across the initiatives in the portfolio, and resolve or escalate conflicts.
- Ensure and balance the availability of the required skills and competencies across project and program teams within the project portfolio.
- Direct the development and maintenance of communications and reporting about the project portfolios and the performance of individual initiatives to stakeholder and governance forums.
- Direct the creation and maintenance of the required portfolio documentation and artifacts.

**Experience & Personal Attributes**
- 7+ years in diverse roles with increasing leadership responsibilities across project and delivery management
- 3+ years as a portfolio manager and demonstrated experience in leading diverse teams in large corporate organisations
- Experience managing large cloud-based migration, dealing with complexity around legacy platforms and decommissioning the old.
- High level knowledge of DMBOK (Data Management Body of Knowledge) and have worked in large volumes of data
- Strong understanding of technology stacks: FIVE TRAN, DBT, Snowflake, Click & Replicate

**Skills**
- Ability to develop portfolios and deliver them against financial and resource constraints.
- Exceptional leadership skills, with the ability to develop and communicate the portfolio objectives, inspire and motivate staff, and maintain alignment with business strategy.
- Excellent verbal and written communication skills, including the ability to explain and promote the portfolio goals and objectives to the business and to technical leadership.
- Strong business acumen, including industry
- and domain-specific knowledge.
- A high level of empathy and the ability to vary styles of interaction to match the needs of a variety of business and technical audiences.
- Influencing and negotiation experience and skills in an environment with high competition for resources.
- Excellent analytical, conceptual strategic planning and execution skills. Familiarity with financial analysis and associated reporting tools.
- Familiarity with the use of reporting tools to monitor portfolio activities and analyze portfolio performance.
- Familiarity with at least one delivery methodology or framework, such as:

- PMI standards
- PRINCE2
- Agile
- Managing Successful Programmes (MSP)
- Experience leading across a range of projects and programs.

MUFG Pension & Market Services is a global, digitally enabled business connecting millions of people with their assets - safely, securely and responsibly.

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platf