Portfolio Manager, Transformation
1 month ago
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, specifically in the delivery of Transformational change.
Lead multi-disciplinary and cross functional teams to deliver portfolio outcomes. Acts as the primary representative in governance forums and with accountability for stakeholder engagement, 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 resources engaged with initiatives within the portfolio.
Key Accountabilities and main responsibilities
- Ensure adherence to the Value Office Governance frameworks, and acting in accordance with RS (Retirement Solutions) business guidelines, policies and practices.
- Management of all aspects of the portfolio including:
- Demand management and strategic alignment of initiatives.
- Portfolio categories and criteria
- Evaluation, selection and prioritization
- Execution, tracking and measuring the achieved results
- Conduct planning and reviews quarterly — or at other specified intervals — with senior business and IT leaders, and governance bodies to validate and assess the 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 initiatives 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 and 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 and within the portfolio.
- Direct the development and maintenance of communications and reporting for the portfolio including 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, with a focus on organisational transformation activity.
- 3+ years as a portfolio manager
- Demonstrated experience in leading diverse teams
Skills
- Exceptional leadership skills, with the ability to develop and communicate the portfolio objectives, inspire and motivate teams, 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.
Some of our Employment Benefits
- FlexiWorks – enabling our employees to work in the office and at home
- Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
- Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
- Talent Referral Program
- Salary Sacrificing via Superannuation
- Employee Assistance Program
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft
- Novated Car Leasing
Culture @ MUFG Pension & Market Services
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
How to apply
Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
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