Planning & Insights Portfolio Lead

2 weeks ago

London, Greater London, United Kingdom Equiniti Full time
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Planning & Insights Portfolio Lead Apply locations UK - Remote time type Full time posted on Posted 2 Days Ago job requisition id R12589

Management Level

F

Planning & Insights Lead

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.

EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Main Purpose of Job

To provide professional advice, guidance and support across the project portfolio. Working with the Portfolio Lead to implement and maintain a robust Project planning & governance ensuring a controlled and consistent approach to Project / Programme Management and Delivery.

Qualifications & Technical Job Requirements

Essential

  • Recognised Project Management / PMO qualification or demonstrable experience.
  • Microsoft Office Suite, especially Word/Excel/Visio.

Knowledge, Skills & Experience Requirements

Essential

  • Experience of working in a PMO/project environment.
  • Experience of leading and developing teams.
  • Excellent communication and influencing skills.
  • Good analytical, numerical and logic skills.
  • Previous experience of identifying and managing risks and pro-actively addressing problems.
  • Maintaining Reporting and Governance Frameworks.
  • Ability to develop effective working relationships with internal and external stakeholders.
  • Presentation and facilitation skills.
  • Documentation configuration management.

Desirable

  • Prior experience of leading a PMO.
  • Working with Government Departments.

Duties and Key Responsibilities

Planning and Prioritisation

  • Regular exercises to support and provide information (including risks, dependencies and assumptions) to the plans for the P&L.
  • Facilitate the review of regular reforecast/budget exercises.
  • Support the strategic objectives of the P&L and align portfolio prioritisation accordingly.
  • Providing MI to enable project performance/resource demand to be tracked and monitored against P&L Business Plan.
  • Provide the relevant MI in a consistent format to support prioritisation escalations across the entire EQRS Portfolio.
  • Maps the change portfolio outcomes to P&L objectives, benefits realisation and return on investment and works with Finance Business Partners to assist in the production viable business plans.
  • Owns and maintains the long-term radar of change activities and priorities across the P&L.

Reporting and Governance

  • Contribute to the maintenance of the required portfolio documentation, processes and artifacts across the P&Ls
  • Responsible for central reporting upon P&L Portfolio and aggregate project performance.
  • Provide information to support requirements for GPMO and Group Audit to support the P&L portfolio.
  • Facilitate a finance management, risk management and benefits management process to enable successful delivery of the P&L business plan.
  • Provide inputs, support and co-ordination for key P&L governance meetings.
  • Act as a gatekeeper/focal point for the P&L Portfolio.

Stakeholder Management

  • Facilitate fact-based decision making in relation to the management of the portfolio.
  • To raise the profile of Insights and Planning in terms of being a trusted source of information for the P&L Portfolio.
  • Develop and maintain the P&L Portfolio stakeholder map.
  • Communicates clearly openly and honestly. Promotes integrity and will both voice and welcome views that challenges the majority view appropriately.
  • Respected by peers. Takes responsibility and accountability for coaching and mentoring of others in their team and the wider project and programme community.

Change Quality

  • Collate/provide feedback on the performance of the lifecycle/framework in relation to robustness and effectiveness of controls.
  • Identify consistent or systemic challenges in portfolio performance in order to focus on improvements.
  • Production and monitoring of executive level MI and KPI performance across the P&L.
  • Apply controls to provide assurance that projects are adhering to the agreed governance and framework standards across the P&L, escalating where appropriate.
  • To promote quality standards in order to drive adherence to the Change Lifecycle/framework.

Key Relationships

  • Department Heads and Senior Management Team.
  • Programme and Project Managers.
  • Work stream leads.
  • Government Department leads

What We Offer (UK ONLY)

Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%

All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.

Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.

Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.

Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.

Time Off – Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.

Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.

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Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.

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