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- Tasks: Support portfolio growth through data analysis and reporting in a dynamic environment.
- Company: Join Markerstudy, a leading UK insurance provider with a collaborative culture.
- Benefits: Enjoy 24 days annual leave, health care cash plan, and life assurance.
- Why this job: Make an impact by optimising portfolio management and driving innovative change.
- Qualifications: Experience in portfolio analysis and strong data management skills required.
- Other info: Hybrid role with vibrant offices and excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
This is a hybrid role, where you will be required in your local office once a week. We have office locations in Manchester, Stoke, Southport and Peterborough.
Role Purpose
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, analysing and assuring within Planview which is the single source of truth for the portfolio. The Portfolio Analyst will maintain the single source of truth within Planview ensuring the data is accurate for decision-making and continually analyse the performance of the Group portfolio. In addition, this role will provide ongoing Planview administration and user support to assist in embedding the tool and driving consistency across change.
Key Accountabilities and Responsibilities:
- Feed into the ‘single version of the truth’ within Planview of project information (e.g. status, costs, plans, resources) and aggregating and presenting that information to internal and external stakeholders.
- Support the accuracy, integrity and effective use of Planview.
- Support effective portfolio management through analysis, collation of data and reporting of KPIs and making recommendations.
- Review portfolio data within Planview 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 and Planview 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.
- Feeding into the portfolio level plans and supporting the Senior Portfolio Analyst with the collation of key details including dependencies and resource requirements.
- Working 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-ordination of the key project controls (e.g. roadmap, change plan, critical path / dependency maps).
Skills, Experience and Knowledge:
- Experience in portfolio analysis role or similar.
- Experience working with large volumes of data and data analysis.
- Experience working in Planview.
- 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.
What we offer in return?
- A collaborative and fast-paced work environment.
- Health care cash plan.
- 24 days annual leave plus Bank Holidays and the ability to buy additional leave (annual leave also increases with service).
- Life Assurance 4x annual salary.
- Vibrant, modern offices.
About the business:
Markerstudy is a leading provider of private insurance in the UK, insuring around 5% of the private cars on the UK roads, 20% of commercial vehicles and over 30% of motorcycles in total premium levels of circa £1.2b. Markerstudy also has a large and growing direct presence in the market as well. Having acquired and successfully integrated Co-op Insurance Services in 2021, BGLi in 2022 & Atlanta in 2024. Markerstudy are now pursuing innovative pricing techniques, taking advantage of an award-winning insurer hosted rating platform, whilst challenging existing embedded processes.
Portfolio Analyst in Salford employer: Gerrard White
Contact Detail:
Gerrard White Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst in Salford
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its portfolio management practices. Be ready to discuss how your skills align with their needs, especially around Planview and data analysis.
✨Tip Number 3
Practice your pitch! You want to be able to clearly articulate your experience and how it relates to the role of Portfolio Analyst. Keep it concise and relevant to what they’re looking for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Portfolio Analyst in Salford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Analyst role. Highlight your experience with data analysis, Planview, and any relevant projects you've worked on. 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 you can contribute to our team. Be sure to mention your experience with portfolio management and data accuracy.
Showcase Your Analytical Skills: Since this role involves a lot of data analysis, make sure to showcase your analytical skills in your application. Provide examples of how you've used data to drive decision-making or improve processes in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Gerrard White
✨Know Your Planview Inside Out
Since the role heavily involves Planview, make sure you understand its functionalities and how it supports portfolio management. Familiarise yourself with common terms and processes related to data accuracy and reporting within the tool.
✨Showcase Your Analytical Skills
Prepare examples of how you've worked with large volumes of data in previous roles. Be ready to discuss specific instances where your analysis led to improved decision-making or project outcomes, as this will demonstrate your capability to handle the responsibilities of the Portfolio Analyst.
✨Understand the Change Framework
Brush up on your knowledge of change frameworks and the project lifecycle. Be prepared to discuss how these concepts apply to the role and how you can contribute to the continuous improvement of processes within the portfolio.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare insightful questions about the team dynamics, the tools they use, and how success is measured in the role. This shows your genuine interest and helps you assess if the company is the right fit for you.
