Portfolio Analyst in Salford

Portfolio Analyst in Salford

Salford Full-Time 36000 - 60000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support portfolio growth through data analysis and reporting in a hybrid role.
  • Company: Join Markerstudy, a leading UK insurance provider with a vibrant 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 change.
  • Qualifications: Experience in portfolio analysis and strong data skills required.
  • Other info: Collaborative environment with opportunities for career growth.

The predicted salary is between 36000 - 60000 Β£ 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 β€˜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 Β£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: Thinkways Software Technologies Pvt. Ltd.

Markerstudy is an exceptional employer that fosters a collaborative and fast-paced work environment, ideal for a Portfolio Analyst looking to make a meaningful impact. With vibrant, modern offices located in Manchester, Stoke, Southport, and Peterborough, employees benefit from a supportive culture that prioritises health and well-being, offering a comprehensive healthcare cash plan, generous annual leave, and life assurance. The company is committed to employee growth, providing opportunities for professional development and the chance to work with innovative tools like Planview, ensuring that your contributions are valued and recognised.
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Contact Detail:

Thinkways Software Technologies Pvt. Ltd. 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 folks in the industry, especially those who work at Markerstudy or similar companies. A friendly chat can open doors and give you insights that job descriptions just can't.

✨Tip Number 2

Prepare for interviews by diving deep into Planview and portfolio management concepts. Show us you know your stuff and can talk about how you'd handle real-world scenarios related to data accuracy and reporting.

✨Tip Number 3

Don’t just apply; engage with our content online! Follow us on social media, comment on posts, and share relevant articles. This shows your enthusiasm and helps you stand out from the crowd.

✨Tip Number 4

When you apply through our website, make sure to tailor your application to highlight your experience with data analysis and project management. We love seeing candidates who can connect their skills directly to what we need!

We think you need these skills to ace Portfolio Analyst in Salford

Portfolio Analysis
Data Analysis
Planview
Reporting
KPI Reporting
Change Frameworks
Project Lifecycle Knowledge
Resource Management
Capacity Planning
Attention to Detail
Accuracy
Stakeholder Communication
Risk Identification
Project Controls Coordination

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 portfolio management skills. We want to see how your background aligns 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 specific experiences that relate to the key accountabilities in the job description.

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 successfully managed large volumes of data and made recommendations based on your findings.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it's super easy!

How to prepare for a job interview at Thinkways Software Technologies Pvt. Ltd.

✨Know Your Planview Inside Out

Since this role heavily relies on Planview, make sure you understand its functionalities and how it supports portfolio management. Familiarise yourself with common reporting metrics and be ready to discuss how you've used similar tools in the past.

✨Data Analysis is Key

Be prepared to showcase your experience with data analysis. Bring examples of how you've worked with large volumes of data, identified trends, and made recommendations based on your findings. This will demonstrate your analytical skills and attention to detail.

✨Understand the Portfolio Lifecycle

Brush up on your knowledge of change frameworks and the project lifecycle. Be ready to discuss how you’ve contributed to portfolio planning and scheduling in previous roles, as well as how you can support effective resource management.

✨Prepare for Scenario Questions

Expect questions that assess your problem-solving abilities. Think of scenarios where you've had to identify risks or issues within a portfolio and how you addressed them. This will show your proactive approach and ability to contribute to the team's success.

Portfolio Analyst in Salford
Thinkways Software Technologies Pvt. Ltd.
Location: Salford

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