Current jobs related to Investment Portfolio Analyst - Reading, Reading - Lorien

  • Senior Portfolio Analyst

    1 month ago

    Reading, Reading, United Kingdom Triumph Consultants Ltd Full time

    Senior Portfolio AnalystWe are seeking a highly skilled Senior Portfolio Analyst to join our team at Triumph Consultants Ltd. The successful candidate will be responsible for developing and maintaining complex Power BI dashboards and reports that track portfolio performance, risks, and issues.Key Responsibilities:Lead reporting from programmes and projects,...

  • Senior Portfolio Analyst

    1 month ago

    Reading, Reading, United Kingdom Triumph Consultants Ltd Full time

    Senior Portfolio AnalystWe are seeking a highly skilled Senior Portfolio Analyst to join our team at Triumph Consultants Ltd. The successful candidate will be responsible for developing and maintaining complex Power BI dashboards and reports that track portfolio performance, risks, and issues.Key Responsibilities:Lead reporting from programmes and projects,...

  • Senior Portfolio Analyst

    2 weeks ago

    Reading, Reading, United Kingdom Triumph Consultants Ltd Full time

    Role: Senior Portfolio AnalystJob Ref: QAD 1907/2309Pay Rate: Competitive Market RateHours per week: 37 hours per weekContract Length: Anticipated 18 monthsLocation: Reading, West BerkshireWe are seeking a Senior Portfolio Analyst with expertise in Power BI, as this is a core requirement for the role. The successful candidate will be responsible for...

  • Senior Portfolio Analyst

    4 weeks ago

    Reading, Reading, United Kingdom Triumph Consultants Ltd Full time

    Senior Portfolio AnalystWe are seeking a highly skilled Senior Portfolio Analyst to join our team at Triumph Consultants Ltd. As a key member of our organization, you will be responsible for developing and maintaining complex Power BI dashboards and reports that track portfolio performance, risks, and issues.Key Responsibilities:Lead reporting from...

  • Senior Portfolio Analyst

    1 month ago

    Reading, Reading, United Kingdom Triumph Consultants Ltd Full time

    Senior Portfolio AnalystWe are seeking a highly skilled Senior Portfolio Analyst to join our team at Triumph Consultants Ltd. The successful candidate will be responsible for developing, maintaining, and enhancing complex Power BI dashboards and reports that track portfolio performance, risks, and issues.Key Responsibilities:Lead reporting from programmes...

  • Senior Portfolio Analyst

    4 weeks ago

    Reading, Reading, United Kingdom Triumph Consultants Ltd Full time

    Senior Portfolio AnalystWe are seeking a highly skilled Senior Portfolio Analyst to join our team at Triumph Consultants Ltd. As a key member of our organization, you will be responsible for developing and maintaining complex Power BI dashboards and reports that track portfolio performance, risks, and issues.Key Responsibilities:Lead reporting from...

  • Senior Portfolio Analyst

    1 month ago

    Reading, Reading, United Kingdom Triumph Consultants Ltd Full time

    {"h1": "Senior Portfolio Analyst", "p": "We are seeking a highly skilled Senior Portfolio Analyst to join our team at Triumph Consultants Ltd. As a key member of our organization, you will be responsible for developing, maintaining, and enhancing complex Power BI dashboards and reports that track portfolio performance, risks, and issues. Your primary focus...

  • Senior Portfolio Analyst

    1 month ago

    Reading, Reading, United Kingdom Triumph Consultants Ltd Full time

    {"h1": "Senior Portfolio Analyst", "p": "We are seeking a highly skilled Senior Portfolio Analyst to join our team at Triumph Consultants Ltd. As a key member of our organization, you will be responsible for developing, maintaining, and enhancing complex Power BI dashboards and reports that track portfolio performance, risks, and issues. Your primary focus...

  • Senior Portfolio Analyst

    1 week ago

    Reading, Reading, United Kingdom NonStop Consulting Full time

    Unlock Your Potential as a Senior Portfolio AnalystAt NonStop Consulting, we're seeking a highly skilled Senior Portfolio Analyst to join our team. As a key member of our team, you'll have the opportunity to gain high-value experience and make a significant impact on our projects.What You'll Gain:A competitive rate for great affordabilityHybrid working...

  • Senior Portfolio Analyst

    4 weeks ago

    Reading, Reading, United Kingdom Randstad Technologies Full time

    Job Title: Senior Portfolio AnalystLocation: Aldermaston, ReadingWork Model: Hybrid working - 3 days per weekWork Type: Fixed Term Contract (18 months)About the Role:A well-established, high-profile public sector organization is seeking a Portfolio Analyst to provide critical analysis and support for programmatic data across their initiatives. This role is...

  • Portfolio Manager

    4 weeks ago

    Reading, Reading, United Kingdom Anglia IT Recruitment Full time

    Portfolio Analyst OpportunityWe are seeking a skilled Portfolio Analyst to join our team at Anglia IT Recruitment. As a Portfolio Analyst, you will play a critical role in providing complex analysis of governance, reporting outputs, and programmatic data to track key activities, plans, budgets, issues, and risks across our client's portfolio.Key...

  • Portfolio Manager

    4 weeks ago

    Reading, Reading, United Kingdom Anglia IT Recruitment Full time

    Portfolio Analyst OpportunityWe are seeking a skilled Portfolio Analyst to join our team at Anglia IT Recruitment. As a Portfolio Analyst, you will play a critical role in providing complex analysis of governance, reporting outputs, and programmatic data to track key activities, plans, budgets, issues, and risks across our client's portfolio.Key...

  • Portfolio Manager

    3 weeks ago

    Reading, Reading, United Kingdom Anglia IT Recruitment Full time

    Portfolio Analyst OpportunityWe are seeking a skilled Portfolio Analyst to join our team at Anglia IT Recruitment. As a Portfolio Analyst, you will play a critical role in providing complex analysis of governance, reporting outputs, and programmatic data to track key activities, plans, budgets, issues, and risks across our client's portfolio.Key...

  • Portfolio Manager

    3 weeks ago

    Reading, Reading, United Kingdom Anglia IT Recruitment Full time

    Portfolio Analyst OpportunityWe are seeking a skilled Portfolio Analyst to join our team at Anglia IT Recruitment. As a Portfolio Analyst, you will play a critical role in providing complex analysis of governance, reporting outputs, and programmatic data to track key activities, plans, budgets, issues, and risks across all our client's portfolio.Key...

  • Portfolio Manager

    3 weeks ago

    Reading, Reading, United Kingdom Anglia IT Recruitment Full time

    Portfolio Analyst OpportunityWe are seeking a skilled Portfolio Analyst to join our team at Anglia IT Recruitment. As a Portfolio Analyst, you will play a critical role in providing complex analysis of governance, reporting outputs, and programmatic data to track key activities, plans, budgets, issues, and risks across all our client's portfolio.Key...

  • Portfolio Manager

    3 weeks ago

    Reading, Reading, United Kingdom Anglia IT Recruitment Full time

    Portfolio Analyst OpportunityWe are seeking a skilled Portfolio Analyst to join our team at Anglia IT Recruitment. As a Portfolio Analyst, you will play a critical role in providing complex analysis of governance, reporting outputs, and programmatic data to track key activities, plans, budgets, issues, and risks across our client's portfolio.Key...

  • Strategic Portfolio Performance Analyst

    1 day ago

    Reading, Reading, United Kingdom westlakesrecruit Full time

    Job Overview:    We are seeking a highly skilled Strategic Portfolio Performance Analyst to join our team at Westlakes Recruit. As a key member of our team, you will be responsible for providing complex analysis of governance, reporting outputs, and programmatic data to track key activities, plans, budgets, issues, and risks across our clients'...

  • Senior Portfolio Analyst

    1 week ago

    Reading, Reading, United Kingdom cv-library.co - Jobboard Full time

    Gain valuable experience and make a significant impact in a dynamic environment.We are seeking a skilled Senior Portfolio Analyst to join our team, working on a project run by a Central Government Authority. This role offers hybrid working, allowing you to balance work and personal life in the Reading Area.Key Benefits:A competitive rate for great...

  • Senior Portfolio Analyst

    4 weeks ago

    Reading, Reading, United Kingdom Randstad Technologies Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Randstad Technologies. As a key member of our organization, you will play a critical role in providing critical analysis and support for programmatic data across our initiatives.This is an exciting opportunity to leverage your expertise in data analysis and stakeholder...

  • Senior Portfolio Analyst

    4 weeks ago

    Reading, Reading, United Kingdom Randstad Technologies Full time

    About the RoleWe are seeking a highly skilled Portfolio Analyst to join our team at Randstad Technologies. As a key member of our organization, you will play a critical role in providing critical analysis and support for programmatic data across our initiatives.This is an exciting opportunity to leverage your expertise in data analysis and stakeholder...

Investment Portfolio Analyst

2 months ago

Reading, Reading, United Kingdom Lorien Full time

Investment Portfolio Analyst

Contract Position

Location: Flexible with Remote Work

Daily Rate: £430 (Inside IR35)

Our esteemed client in the Energy sector is seeking a skilled Investment Portfolio Analyst to enhance their operations.

PRIMARY RESPONSIBILITIES

  • Execute daily functions to ensure the delivery of essential services, including the aggregation of RAID, resource allocation, financial oversight, and planning data.
  • Facilitate secretariat duties, encompassing meeting arrangements, minute preparation, and action item follow-ups.
  • Comply with all reporting standards and promote enhancements where necessary.
  • Assist delivery leads in monitoring their financial allocations.
  • Oversee adherence to reporting and financial protocols, intervening when discrepancies arise.
  • Coordinate the creation and consolidation of reports, utilizing suitable templates and tools to meet deadlines.
  • Maintain policies and procedures related to the portfolio.
  • Guide Delivery Leads in the daily management of project governance frameworks and methodologies.
  • Communicate with Delivery Leads regarding commercial engagements and billing inquiries.
  • Safeguard against cyber threats and data breaches by adhering to established standards and reporting potential risks.

Business Acumen

Experience in Portfolio Office functions, leveraging collaborative skills to coach peers and manage reporting cycles on substantial projects, particularly in Agile environments.

Essential Skills and Knowledge


• In-depth understanding of delivery governance


• Comprehensive knowledge of end-to-end lifecycle delivery


• Familiarity with project management methodologies (e.g., Agile, Prince2, PMP, APM)


• Fundamentals of Project Cost Accounting


• Solid grasp of IT products, services, and systems, such as ADO for Agile project delivery


• Proficiency in Microsoft Office, with a preference for ADO experience


• Experience applying various methodologies (e.g., Prince2, APM, PMP) and supporting contexts, including governance, processes, and culture across diverse portfolio levels


• Advanced knowledge of development processes, including but not limited to DevOps, Scrum, Kanban, and lean development

Personal Attributes and Competencies


• Capability to perform under pressure while fostering relationships


• Customer-centric mindset


• Highly articulate with strong written and verbal communication skills


• Collaborative team player


• Strong influencing abilities


• Exceptional attention to detail


• Ability to excel in challenging environments and acquire new skills


• Excellent analytical capabilities

Are you interested in this opportunity? Explore your potential with us.