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For Companies At a Glance
- Tasks: Lead and shape a strategic investment portfolio in a collaborative tech environment.
- Company: Join a dynamic team focused on aligning business goals with technology investments.
- Benefits: Enjoy hybrid working, generous leave, private medical insurance, and an employee discount scheme.
- Why this job: Be part of a transformative role that drives value and engages with senior leadership.
- Qualifications: Experience in portfolio management and financial analysis is essential; strong collaboration skills are a must.
- Other info: Work in Bristol with parking available; enjoy a supportive culture and growth opportunities.
The predicted salary is between 48000 - 84000 £ per year.
Are you passionate about bridging strategic business goals with effective technology investment? This is an opportunity to lead, shape, and evolve a strategic investment portfolio within a dynamic and collaborative technology environment.
About the Role:
As a Strategic Portfolio Business Partner, you will collaborate closely with business leaders, finance, and technology teams to co-develop investment pipelines aligned with both business needs and enterprise-wide strategy. You will bring commercial insight and portfolio oversight to ensure investments deliver tangible value and drive transformation.
Key Responsibilities:
- Partner with cross-functional stakeholders to shape and align strategic roadmaps.
- Co-lead the oversight of a unified investment portfolio across products, projects, and future initiatives.
- Develop and maintain automated, insight-led reporting tools and dashboards.
- Lead evaluation and onboarding of strategic portfolio management platforms.
- Present portfolio insights and recommendations to senior leadership and strategic committees.
- Manage the Portfolio Reporting Lead and support capability growth across the function.
What We’re Looking For:
- Proven experience in portfolio and investment management, ideally within a technology or transformation setting.
- Strong background in financial analysis and commercial insight.
- Skilled in reporting automation, tooling, and the implementation of strategic dashboards.
- Demonstrated success engaging with executive stakeholders and translating complex strategies into actionable plans.
- High emotional intelligence and strong collaboration skills.
- Analytical, solution-oriented mindset with a focus on value-driven outcomes.
Hybrid Working & Benefits:
- You’ll be based in Bristol working on a hybrid basis (3 days in-office).
- Annual discretionary bonus
- 15% non-contributory pension (9% during probation)
- Life assurance (4x basic salary)
- Private medical insurance (fully funded)
- Critical illness cover
- 28 days annual leave (plus option to buy or sell days)
- Employee discount scheme (retail, entertainment & more)
- Electric/hybrid car salary sacrifice scheme
Portfolio Governance Manager employer: TRIA
Contact Detail:
TRIA Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Governance Manager
✨Tip Number 1
Network with professionals in the technology and portfolio management sectors. Attend industry events or webinars to connect with potential colleagues and leaders who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in strategic portfolio management and investment analysis. Being well-versed in current methodologies will help you engage in meaningful conversations during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed portfolios or investments in the past. Highlight your ability to translate complex strategies into actionable plans, as this is crucial for the role.
✨Tip Number 4
Showcase your emotional intelligence and collaboration skills by preparing scenarios where you've effectively worked with cross-functional teams. This will demonstrate your fit for a role that requires strong stakeholder engagement.
We think you need these skills to ace Portfolio Governance Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio and investment management, especially within technology or transformation settings. Use specific examples that demonstrate your ability to align strategic goals with technology investments.
Craft a Compelling Cover Letter: In your cover letter, express your passion for bridging business goals with technology investments. Mention your experience in financial analysis and how it can contribute to the role. Be sure to address the key responsibilities outlined in the job description.
Showcase Collaboration Skills: Emphasise your strong collaboration skills in both your CV and cover letter. Provide examples of how you've successfully engaged with executive stakeholders and co-developed strategies in previous roles.
Highlight Analytical Mindset: Demonstrate your analytical and solution-oriented mindset by including specific instances where you have used data to drive value-driven outcomes. This could be through reporting automation or implementing strategic dashboards.
How to prepare for a job interview at TRIA
✨Understand the Role and Responsibilities
Make sure you thoroughly understand the key responsibilities of a Strategic Portfolio Business Partner. Familiarise yourself with how to align strategic roadmaps and manage investment portfolios, as this will help you answer questions confidently.
✨Showcase Your Financial Acumen
Since the role requires strong financial analysis skills, be prepared to discuss your experience in portfolio and investment management. Bring examples of how you've used financial insights to drive value in previous roles.
✨Prepare for Stakeholder Engagement Questions
Expect questions about your experience engaging with executive stakeholders. Prepare specific examples that demonstrate your ability to translate complex strategies into actionable plans and how you've collaborated effectively in cross-functional teams.
✨Demonstrate Your Analytical Mindset
Highlight your analytical and solution-oriented mindset during the interview. Be ready to discuss how you've developed automated reporting tools or dashboards in the past, and how these contributed to value-driven outcomes.
