At a Glance
- Tasks: Support demand management and portfolio planning in a dynamic financial services environment.
- Company: Join a leading financial services organisation focused on internal change and growth.
- Benefits: Enjoy hybrid working, collaboration opportunities, and exposure to diverse initiatives.
- Why this job: Make a meaningful impact while developing your skills in a supportive team culture.
- Qualifications: Strong knowledge of demand management and proficiency in Microsoft Office tools required.
- Other info: Position based in Leeds with flexible working arrangements.
The predicted salary is between 36000 - 60000 Β£ per year.
A leading financial services organisation is growing its internal change capability and is looking for a Demand Analyst / Portfolio Analyst to support the ongoing maturity of its portfolio management processes. This role will play a key part in building the organisation's capabilities in Business Value Realisation, Stakeholder Engagement, Budget Management, and Portfolio Governance. You'll work closely with the Business Change and Business Analysis teams to ensure new initiatives are effectively captured, assessed, and prioritised for delivery.
Key Responsibilities:
- Support the coordination of ideation and early-stage demand across the change portfolio
- Help manage the production of artefacts and data to support portfolio planning and prioritisation
- Maintain central demand repositories and ensure alignment across business and delivery teams
- Collaborate with key stakeholders to improve visibility of pipeline initiatives and capacity
- Contribute to process improvement and the wider portfolio maturity roadmap
What Weβre Looking For:
- Strong knowledge of demand management principles in a complex, matrixed organisation
- Experience using demand tools and PPM platforms (e.g. Planview, Clarity, or similar)
- Good understanding of change management, project delivery lifecycles, and portfolio planning
- Proficient in Microsoft Office tools, particularly Excel, PowerPoint, and Word
- Comfortable working with data, confident communicating with senior stakeholders, and detail-oriented in delivery environments
Why Apply?
- Opportunity to influence how the demand and portfolio processes evolve
- Be part of a collaborative change function with meaningful impact across the business
- Hybrid working
- Exposure to a diverse range of business-led and regulatory change initiatives
This is Leeds / Hybrid working based with circa 3 days a week in the office.
Portfolio Demand Analyst employer: Investigo
Contact Detail:
Investigo Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Portfolio Demand Analyst
β¨Tip Number 1
Familiarise yourself with demand management principles and tools like Planview or Clarity. Understanding these systems will not only help you in the role but also show us that you're proactive and knowledgeable about the industry.
β¨Tip Number 2
Network with professionals in the financial services sector, especially those involved in portfolio management. Engaging with them can provide insights into the role and may even lead to referrals, which can significantly boost your chances.
β¨Tip Number 3
Prepare to discuss your experience with stakeholder engagement and how you've successfully managed communication in previous roles. We value candidates who can effectively collaborate and influence others, so be ready to share specific examples.
β¨Tip Number 4
Stay updated on current trends in change management and portfolio governance. Demonstrating your knowledge of recent developments in the field during discussions can set you apart and show us your commitment to continuous learning.
We think you need these skills to ace Portfolio Demand Analyst
Some tips for your application π«‘
Tailor Your CV: Make sure your CV highlights relevant experience in demand management and portfolio analysis. Use specific examples that demonstrate your knowledge of demand tools and PPM platforms, as well as your ability to work with data and communicate with stakeholders.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the organisation. Discuss how your skills align with the key responsibilities mentioned in the job description, particularly in areas like stakeholder engagement and process improvement.
Showcase Relevant Skills: Emphasise your proficiency in Microsoft Office tools, especially Excel, PowerPoint, and Word. Provide examples of how you've used these tools in previous roles to support portfolio planning and prioritisation.
Highlight Collaborative Experience: Since the role involves working closely with various teams, mention any past experiences where you successfully collaborated with stakeholders or contributed to cross-functional projects. This will demonstrate your ability to thrive in a matrixed organisation.
How to prepare for a job interview at Investigo
β¨Understand Demand Management Principles
Make sure you brush up on your knowledge of demand management principles, especially in complex organisations. Be prepared to discuss how these principles can be applied in the role and provide examples from your past experiences.
β¨Familiarise Yourself with PPM Tools
Since experience with demand tools and PPM platforms is crucial, take some time to familiarise yourself with tools like Planview or Clarity. If you have used similar platforms, be ready to explain how you leveraged them for effective portfolio management.
β¨Showcase Your Stakeholder Engagement Skills
This role involves collaborating with key stakeholders, so be prepared to share examples of how you've successfully engaged with senior stakeholders in the past. Highlight your communication skills and how you ensure alignment across teams.
β¨Demonstrate Your Data Proficiency
As the role requires comfort with data, be ready to discuss your experience working with data sets and how you've used Microsoft Excel, PowerPoint, and Word in previous roles. Consider preparing a brief example of how youβve used data to drive decisions.