At a Glance
- Tasks: Lead change portfolio delivery, ensuring projects meet governance standards and drive business outcomes.
- Company: Canada Life UK is a leading financial services provider focused on retirement, investment, and protection solutions.
- Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and flexible working options.
- Why this job: Join a culture that values curiosity, collaboration, and personal development while making a positive impact.
- Qualifications: Prince II or PMP qualification required; extensive experience in financial services and project management.
- Other info: Flexible working arrangements available to support work-life balance.
The predicted salary is between 48000 - 72000 £ per year.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Summary
Manages and controls all aspects of change portfolio delivery governance in relation to the CLAM's Change Portfolio, ensuring that project delivery is in accordance with agreed methodologies and standards, and that all projects are appropriately supported, governed and controlled via the delivery of outstanding PMO and operational support to the portfolio projects and associated Governance bodies. Drives the delivery of business outcomes aligned to our overall strategy via management of our core portfolio governance forums (SLT, Governance Committees and Boards), ensuring that agreed business cases and specific outcomes are fully owned by Senior Management, with Operational Sponsors accountable for P&L, ROI and other key benefit realisation metrics.
What You'll Do
- Manage Methodology adherence through the definition and a robust and understood methodology with clear processes and controls to ensure that all aspects of delivery are managed in a controlled and consistent manner which is fully understood by all key stakeholders.
- Control the delivery of our Change Portfolio through the management and development of our change forums (Transformation Committee, Change Delivery Governance Board), ensuring that the portfolio is at all times in control, with decision quality information used to drive data-led decisions which are documented appropriately.
- Be responsible and accountable as the main point of escalation for project deliverables throughout the project lifecycle managing all aspects of the day to day administration and control of project activities, removing blockages from delivery team or scrum master.
- Create a rolling 3-year strategic delivery roadmap, aligned with client strategies and business plans through working with key stakeholders and IT & Change team colleagues to gather, document, evaluate and prioritise initiatives to create an agreed portfolio with a rolling 3-year outlook and an in-focus view of the next rolling 12 months, both fully aligned with our strategic aims.
- Manage portfolio resources through working with CLAM & CLFIS colleagues to identify, assess and plan to deliver the skills required to support delivery ensuring that the skills required are predominantly internally sourced in a cost-effective manner, and part of ongoing internal development plans.
- Manage portfolio challenges, risks and issues through developing and maintaining key relationships with stakeholders across the business such that core business outcomes are consistently delivered irrespective of complexity or challenge.
- Manage all aspects of regular and accurate reporting of projects including prioritisation, delivery status, risks and actions & financial information. Ensure that the operational and financial performance within each project is maximised.
Who You Are
- Extensive knowledge of portfolio creation and delivery within Financial Services.
- Extensive knowledge of delivery methodologies (Agile, Waterfall, Safe Agile) and their specific pros and cons within a Financial Services environment.
- Extensive knowledge of PMO function operations (Governance, budgeting, controls, benefit realisation) within a Financial Services organisation.
- Extensive knowledge of key controls within a delivery environment and how they should be implemented.
- Knowledge of all aspects of governance within a Finance & Business Change function and associated key control processes required.
- Strong negotiation and influencing skills and proven relationship builder.
- Excellent communication skills at executive level.
- Excellent financial management and change/project management skills.
- Excellent stakeholder management skills to ensure collaboration and engagement with key functions across the business.
- Excellent analytical skills with a strong focus on detail and the ability to aggregate for Executive audiences.
- Confident in oral communication and can adapt to the audience, coupled with confident presentation skills.
- Confident influencer at all levels.
- Highly organised and methodical.
- Proven experience and skill in acting independently with initiative and decisiveness, coupled with a keen awareness of when to escalate issues.
- Proven team player.
- Extensive leadership experience within Financial Services in a central Portfolio management role involving delivering and leading change.
- Proven experience of the key drivers and issues within Financial Services and how portfolio solutions may be deployed to meet business requirements.
- Proven experience in developing PMO functions within Financial Services.
Qualifications
- Prince II or PMP qualification required.
Benefits of working at Canada Life
We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.
How we work at Canada Life
Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward. We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That’s why we offer a range of training, flexible working and opportunities to grow and develop.
Diversity and inclusion
Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we’re making in DEI, and we continue for it to be a significant focus.
“At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.” Nick Harding, Chief People Officer, Canada Life UK.
We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
Lead Business Analyst - Investments | London, UK employer: Canada Life Limited
Contact Detail:
Canada Life Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Business Analyst - Investments | London, UK
✨Tip Number 1
Familiarise yourself with the specific delivery methodologies mentioned in the job description, such as Agile and Waterfall. Understanding their pros and cons in a Financial Services context will help you demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the Financial Services sector, particularly those involved in portfolio management and PMO functions. Engaging with industry peers can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience in managing change portfolios and governance frameworks. Be ready to share specific examples of how you've successfully navigated challenges and delivered business outcomes in previous roles.
✨Tip Number 4
Showcase your leadership skills by highlighting instances where you've influenced stakeholders or led teams through complex projects. This will align well with the expectations for a Lead Business Analyst at Canada Life UK.
We think you need these skills to ace Lead Business Analyst - Investments | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management and financial services. Use keywords from the job description, such as 'Agile', 'PMO', and 'stakeholder management' to demonstrate your fit for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about the role and how your skills align with Canada Life UK's mission. Mention specific experiences that showcase your leadership and project management abilities.
Showcase Relevant Qualifications: Clearly list your qualifications, especially your Prince II or PMP certification. Highlight any additional training or courses related to financial services and project management methodologies.
Prepare for Potential Questions: Anticipate questions related to your experience with change portfolio delivery and governance. Be ready to discuss specific projects where you successfully managed risks and delivered outcomes aligned with business strategies.
How to prepare for a job interview at Canada Life Limited
✨Understand the Company Culture
Before your interview, take some time to research Canada Life UK's culture and values. Familiarise yourself with their commitment to diversity, inclusion, and customer focus. This will help you align your answers with what they value most.
✨Showcase Your Methodology Knowledge
Given the emphasis on delivery methodologies like Agile and Waterfall, be prepared to discuss your experience with these frameworks. Share specific examples of how you've successfully implemented these methodologies in past projects.
✨Prepare for Stakeholder Management Questions
As a Lead Business Analyst, you'll need strong stakeholder management skills. Think of instances where you've effectively built relationships and influenced decisions. Be ready to discuss how you handle conflicts and ensure collaboration.
✨Demonstrate Analytical Skills
Highlight your analytical abilities by discussing how you've used data to drive decisions in previous roles. Prepare to explain how you aggregate information for executive audiences and the impact it had on project outcomes.