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- Tasks: Lead and optimise our change portfolio, ensuring successful delivery and transparent reporting.
- Company: Join Beazley, a forward-thinking company committed to excellence and teamwork.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact by shaping change initiatives and driving project success.
- Qualifications: Experience in PMO and knowledge of change delivery methods required.
- Other info: Dynamic role with opportunities for growth and collaboration across teams.
The predicted salary is between 36000 - 60000 £ per year.
Division: Beazley Shared Services
Reports To: As per Beazley's organisation chart
Key Relationships: Head of PMO, Project Managers & Delivery Leads, Group Head of Change, Head of Business Change, Business Stakeholders, Finance.
Job Summary: As the Portfolio Manager (PMO) within our Group-wide Portfolio Management Office (PMO), you will be instrumental in shaping and optimising our holistic change portfolio. In this role, you’ll establish and embed robust portfolio management processes, creating an environment that fosters successful portfolio delivery across the enterprise and showcasing delivery excellence. You will oversee delivery across the portfolio and provide transparent reporting. Your insights and data-driven analysis will be essential in supporting the prioritisation and informed decision making, promoting effective management and control throughout the portfolio. Additionally, you will ensure business-wide transparent reporting, providing stakeholders with clear visibility into portfolio progress and outcomes.
Key Responsibilities
- Support, coach, and educate stakeholders and delivery teams on the consistent application of business case frameworks, processes, procedures, and tools.
- Support program, project, and portfolio management services across assigned portfolios, including monitoring plans, managing financials, addressing risks and issues, overseeing dependencies (including resource demands), processing change requests, and tracking benefits.
- Conduct high-level checks by gathering, validating, and critically reviewing updates from Project Managers and Delivery Leads to ensure clear communication and address any data gaps.
- Apply a lessons-learned approach to capture and share insights that enhance project delivery and contribute to the continuous improvement of the Change Governance Model and related frameworks (e.g., VRF, CMF).
- Identify, assess, and proactively manage risks to minimise impacts on delivery and maximise project benefits.
- Identify and define interdependencies within projects, managing them with awareness of their potential impacts on the portfolio.
- Facilitate forums, such as Quarterly Business Reviews (QBRs), to improve visibility, communication, and alignment across related projects within the portfolio.
- Assist with budgeting and cost control in alignment with the Change Funding Model to maintain financial discipline across the portfolio.
- Conduct end-phase stage gate reviews as part of the Change Management Framework.
- Coordinate and produce reports using the PPM tool to support local and enterprise-level governance and informed decision-making.
- Work with the PMO team to drive the development of Capacity Management capability.
- Support ongoing resource allocation within portfolios, assisting stakeholders in identifying impacts of change and adjusting resources as needed, offering practical solutions to optimize internal SME resources.
- Identify shared needs and synergies across the portfolio, including SME capacity, dependencies, or support from related functions such as Procurement.
- Identify and address conflicts between portfolio priorities and business-as-usual requirements to ensure smooth and balanced portfolio execution.
General
It is important that within all your interactions both internally and externally you adhere to Beazley’s core values - Being Bold, Striving for Better, and Doing the Right Thing – as they contribute to an internal environment of teamwork and promote a positive brand image and experience to our external customers.
We also expect Beazley employees to:
- Comply with Beazley procedures, policies and regulations including the code of conduct which incorporates the FCA and PRA Conduct.
- Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e‑learning or the learning management system.
- Display business ethics that uphold the interests of all our customers.
- Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
- Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas.
- Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system.
Personal Specification
Essential Criteria
- Change delivery methods (MSP, Prince2, SDLC, Scrum, SAFe).
- Programme, Project and Portfolio (P3M) and PMO theories and practice, including maturity models.
- Portfolio prioritisation, project pipelines/backlog processes.
Knowledge & Experience
- PMO experience, preferably in Financial Services/Insurance.
- Experience facilitating Quarterly Business Reviews (QBRs).
- Applications and tools (Office systems, MS Teams, PPM Tools (ideally Planview Adaptive Work), JIRA, Confluence).
- Business operating models, metrics (OKRs, KPIs, etc.).
- Typical financial processes (budgeting, forecasting, actuals, alignment with financial cycles).
- Service Management (e.g., ITIL).
- Corporate language and communication.
Competencies
- Ongoing Resource & Capacity Management.
- Benefits & Risk Management.
- Business Case development.
- Portfolio Prioritisation.
- Creation of change governance materials.
- Stakeholder Engagement & Change Control.
- Financial Management.
- Portfolio Monitoring, Management, & Planning.
- Frameworks & Processes Improvement, including Delivery Frameworks & Best Practices.
- Tooling & Data Insights/Reporting.
- Alignment with Change Services.
- Familiarity with Project Prioritisation processes.
- Experience with Change Governance methodology.
Portfolio Manager in Birmingham employer: Beazley Management Limited
Contact Detail:
Beazley Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work at Beazley or similar companies. A friendly chat can open doors and give you insights that might just help you land that Portfolio Manager role.
✨Tip Number 2
Prepare for interviews by diving deep into Beazley’s values and recent projects. Show us how your experience aligns with their mission of being bold and striving for better. Tailor your examples to highlight your skills in change delivery and stakeholder engagement.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you note to express your appreciation. It keeps you on their radar and shows your enthusiasm for the Portfolio Manager position.
✨Tip Number 4
Check out our website for any upcoming events or webinars related to portfolio management. Engaging with these can not only boost your knowledge but also connect you with potential colleagues and decision-makers at Beazley.
We think you need these skills to ace Portfolio Manager in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience with PMO processes, change delivery methods, and any relevant tools you've used. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention our core values and how you embody them.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage portfolios effectively. Use metrics where possible to show the impact of your work – we love data-driven insights!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Beazley Management Limited
✨Know Your Portfolio Management Inside Out
Make sure you brush up on your knowledge of portfolio management theories and practices, especially those relevant to the financial services sector. Be prepared to discuss how you've applied methodologies like MSP or Prince2 in past roles, as this will show your expertise and readiness for the position.
✨Showcase Your Stakeholder Engagement Skills
Since you'll be working closely with various stakeholders, it's crucial to demonstrate your ability to engage and communicate effectively. Prepare examples of how you've facilitated discussions or QBRs in the past, highlighting your approach to managing expectations and fostering collaboration.
✨Be Data-Driven
As a Portfolio Manager, your insights and data analysis will be key. Come equipped with examples of how you've used data to inform decision-making and prioritise projects. This could include discussing specific metrics or KPIs you've tracked and how they influenced project outcomes.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving skills and risk management capabilities. Think about potential challenges you might encounter in the role and how you would address them. Practising these scenarios can help you articulate your thought process clearly during the interview.