Senior Analyst, Portfolio Management

  • Negotiable
  • Full Time
  • Anywhere
  • Posted 1 year ago

Title: Senior Analyst, Portfolio Management

The purpose of the role is:

  • Accountable for day to day facilitation and management of the Client Operations enhancements process, an $8MM per annum portfolio of change.
  • Accountable for monitoring and controlling the Client Operations initiatives portfolio ensuring alignment with organizational objectives and ensuring initiatives are delivered on time, on budget and benefits are delivered
  • Responsible to ensure that our Projects are fit for purpose at all times for our business, clients and regulators
  • Contribute to I&TS strategy and goals by assisting to delivery relevant projects
  • Responsible for all aspects of portfolio planning, which include research and analysis, business cases, communication content and documentation that help drive sustainable growth and market positioning

What will you do?

  • Leads facilitation and management for the global Client Operations enhancements process
  • Monitors and maintains approvals and budgets for Client Operations applications
  • Continually identifies process and system improvements to support the enhancement process
  • Management of the enhancement intake process and prioritization of in-flight cases in partnership with Technology and Business Sponsors
  • Reporting on overall enhancement portfolio status, financials and delivery progression to senior executives
  • Liaise with Project Managers, Sponsors and T&O to ensure portfolio reporting is completed on a timely basis and with the required level of quality
  • Create and implement tools to simplify and improve Portfolio Management as well as recommend opportunities to deliver increased process efficiency to gather accurate, timely, and relevant program/project information
  • Escalation and reporting of Client Operations global portfolio health to and the identification & management of paths to resolution

Experience Required:

  • Postgraduate degree (Finance discipline preferred)
  • Experience of working in global financial services organization with detailed knowledge of global financial markets
  • Detailed knowledge of European financial markets essential
  • Advanced MS Office literacy required (Visio and Access skills will be a plus)
  • Experience working with a workflow solution tool (PEGA preferably)
  • In Depth knowledge of Custody and the Fund Industry Business
  • Fluent French as an additional language an advantage but not essential 
  • Project Management – Knowledge of Project Management tools to ensure that deadlines and budget requirement are successfully and efficiently met
  • Process Management and Analysis skills.

For more information regarding this role please contact Patrick on 01 47 4511

Your Name (required)

Your Email (required)

Your Message


Upload your CV

Patrick Leamy

Patrick Leamy

  • Recruitment Consultant
  • 01 4744511