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For Companies At a Glance
- Tasks: Support portfolio growth through data analysis, reporting, and capacity management.
- Company: Join a dynamic Strategic Change team focused on optimising business value.
- Benefits: Enjoy flexible working options and opportunities for professional development.
- Why this job: Be part of a collaborative culture that values innovation and impactful decision-making.
- Qualifications: Solid experience in portfolio analysis and strong data management skills required.
- Other info: Ideal for detail-oriented individuals passionate about project management and optimisation.
The predicted salary is between 36000 - 60000 £ per year.
The Portfolio Analyst works in the Strategic Change team reporting to the Portfolio Manager. The purpose of the role is to support the growth of the portfolio team through reporting, demand and capacity management and portfolio level analysis. This includes collating and analysing data to report on portfolio trends, key portfolio metrics and the achievement of KPIs, to maximise business value through optimisation. They maintain the single source of truth ensuring the data is accurate for decision-making and continually analyse the performance of the Distribution portfolio.
The Portfolio Analyst is responsible for updating and validating the single source of truth and continually analyses the performance of the portfolio to facilitate effective decision making.
Responsibilities:- Feed into the ‘single version of the truth’ of project information (e.g. status, costs, plans, resources) and aggregating and presenting that information to internal and external stakeholders.
- Support effective portfolio management through analysis, collation of data and reporting of KPIs and making recommendations.
- Review portfolio data to ensure accuracy of data and identify trends to be included within portfolio reporting.
- Support the production of reports for governance forums and communications.
- Contribute to gathering independent evidence that the information from projects and programmes are valid and the portfolio is on track to achieve its objectives and benefits.
- Support the Portfolio Manager with capacity planning and resource management to optimise the delivery of the portfolio.
- Support the continuous review and improvement of the Change framework to ensure management of projects and programmes within the portfolios are comprehensive and consistent across different initiatives.
- Support the identification of issues through monitoring of key controls, which may impact the successful delivery of the portfolio's aims.
- Feed into the portfolio level plans and support the Senior Portfolio Analyst with the collation of key details including dependencies and resource requirements.
- Work with the Finance Business Partner to feed into a consolidated portfolio view of budgets and tracking actual and forecast costs.
- Identify and feed into overall portfolio risks (threats and opportunities).
- Co-ordinate the key project controls (e.g. roadmap, change plan, critical path / dependency maps).
- Support the appropriate quality of status reporting to ensure issues, risks, deviation from plan and decisions needed are proactively raised with the programme manager for action.
- Solid experience in portfolio analysis.
- Experience working with large volumes of data and data analysis.
- Experienced in producing and presenting MI and BI.
- Strong knowledge of change frameworks and the project lifecycle.
- Portfolio planning and scheduling.
- Resource management and capacity planning.
- Strong attention to detail and accuracy.
Contact Detail:
Atlanta Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst
✨Tip Number 1
Familiarise yourself with common portfolio management tools and software. Being proficient in tools like Microsoft Project, JIRA, or Trello can give you an edge, as these are often used for tracking project statuses and resource allocation.
✨Tip Number 2
Brush up on your data analysis skills, particularly in Excel or similar platforms. Understanding how to manipulate large datasets and extract meaningful insights will be crucial for the role, especially when it comes to reporting on KPIs and trends.
✨Tip Number 3
Network with professionals in the field of portfolio management. Attend industry events or join relevant online forums to connect with others who can provide insights into the role and potentially refer you to opportunities within their organisations.
✨Tip Number 4
Stay updated on the latest trends in change management and portfolio analysis. Reading industry publications or following thought leaders on social media can help you understand what skills and knowledge are currently in demand.
We think you need these skills to ace Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio analysis, data management, and reporting. Use specific examples that demonstrate your ability to work with large volumes of data and your familiarity with change frameworks.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Portfolio Analyst role and explain how your skills align with the responsibilities outlined in the job description. Mention your experience in producing and presenting management information (MI) and business intelligence (BI).
Showcase Analytical Skills: Provide examples in your application that showcase your analytical skills, particularly in collating and analysing data to identify trends and support decision-making. Highlight any tools or methodologies you are proficient in that relate to data analysis.
Highlight Attention to Detail: Emphasise your strong attention to detail and accuracy in your application. This is crucial for maintaining the single source of truth and ensuring the accuracy of portfolio data. Consider including specific instances where your attention to detail made a significant impact.
How to prepare for a job interview at Atlanta Group
✨Know Your Data
As a Portfolio Analyst, you'll be working with large volumes of data. Make sure to brush up on your data analysis skills and be prepared to discuss how you've used data to drive decisions in the past. Bring examples of reports or analyses you've created.
✨Understand the Change Framework
Familiarise yourself with change management frameworks and the project lifecycle. Be ready to explain how these concepts apply to portfolio management and how you've implemented them in previous roles.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Prepare for scenarios where you might need to identify trends or issues within a portfolio. Think about how you would approach these situations and what data you would need.
✨Showcase Your Attention to Detail
Attention to detail is crucial for this role. Be prepared to discuss how you ensure accuracy in your work, especially when validating data or producing reports. Highlight any tools or methods you use to maintain high standards.
