Portfolio Manager

3 days ago

Birmingham, West Midlands, United Kingdom myGwork Full time

This job is with Beazley, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

General

Job Description & Person Specification

Job Title: Portfolio Manager (PMO)

Key Relationships: Head of PMO, Project Managers & Delivery Leads, Group Head of Change, Head of Business Change, Business Stakeholders, Finance.

Location: Birmingham based, hybrid working model, with 2 days working in the office

Job Summary: As the Portfolio Manager (PMO) within our Group-wide Portfolio Management Office (PMO), you will be instrumental in shaping and optimising our holistic change portfolio. In this role, you’ll establish and embed robust portfolio management processes, creating an environment that fosters successful portfolio delivery across the enterprise and showcasing delivery excellence.

You will oversee delivery across the portfolio and provide transparent reporting. Your insights and data-driven analysis will be essential in supporting the prioritisation and informed decision making, promoting effective management and control throughout the portfolio. Additionally, you will ensure business-wide transparent reporting, providing stakeholders with clear visibility into portfolio progress and outcomes

  • Support, coach, and educate stakeholders and delivery teams on the consistent application of business case frameworks, processes, procedures, and tools
  • Support program, project, and portfolio management services across assigned portfolios, including monitoring plans, managing financials, addressing risks and issues, overseeing dependencies (including resource demands), processing change requests, and tracking benefits
  • Conduct high-level checks by gathering, validating, and critically reviewing updates from Project Managers and Delivery Leads to ensure clear communication and address any data gaps. Apply a lessons-learned approach to capture and share insights that enhance project delivery and contribute to the continuous improvement of the Change Governance Model and related frameworks (e.g., VRF, CMF)
  • Identify, assess, and proactively manage risks to minimise impacts on delivery and maximise project benefits
  • Identify and define interdependencies within projects, managing them with awareness of their potential impacts on the portfolio.
  • Facilitate forums, such as Quarterly Business Reviews (QBRs), to improve visibility, communication, and alignment across related projects within the portfolio. Assist with budgeting and cost control in alignment with the Change Funding Model to maintain financial discipline across the portfolio
  • Conduct end-phase stage gate reviews as part of the Change Management Framework
  • Coordinate and produce reports using the PPM tool to support local and enterprise-level governance and informed decision-making.
  • Work with the PMO team to drive the development of Capacity Management capability
  • Support ongoing resource allocation within portfolios, assisting stakeholders in identifying impacts of change and adjusting resources as needed, offering practical solutions to optimize internal SME resources
  • Identify shared needs and synergies across the portfolio, including SME capacity, dependencies, or support from related functions such as Procurement
  • Identify and address conflicts between portfolio priorities and business-as-usual requirements to ensure smooth and balanced portfolio execution

Knowledge & Experience

  • PMO experience, preferably in Financial Services/Insurance
  • Experience facilitating Quarterly Business Reviews (QBRs)
  • Applications and tools (Office systems, MS Teams, PPM Tools (ideally Planview Adaptive Work), JIRA, Confluence)
  • Portfolio prioritisation, project pipelines/backlog processes
  • Business operating models, metrics (OKRs, KPIs, etc.)
  • Change delivery methods (MSP, Prince2, SDLC, Scrum, SAFe)
  • Programme, Project and Portfolio (P3M) and PMO theories and practice, including maturity models
  • Typical financial processes (budgeting, forecasting, actuals, alignment with financial cycles)
  • Service Management (e.g., ITIL)
  • Corporate language and communication

Competencies

  • Ongoing Resource & Capacity Management
  • Benefits & Risk Management
  • Business Case development
  • Portfolio Prioritisation
  • Creation of change governance materials
  • Stakeholder Engagement & Change Control
  • Financial Management
  • Portfolio Monitoring, Management, & Planning
  • Frameworks & Processes Improvement, including Delivery Frameworks & Best Practices
  • Tooling & Data Insights/Reporting
  • Alignment with Change Services
  • Familiarity with Project Prioritisation processes
  • Experience with Change Governance methodology

About Beazley

At Beazley, we are a leading specialist insurer with a reputation for innovation and excellence. Established in 1986, we operate across the globe, providing tailored insurance solutions that meet the unique needs of our clients. Our commitment to underwriting expertise and superior customer service sets us apart in the industry.

We pride ourselves on our collaborative and inclusive workplace culture, where diversity of thought and experience drives our success. Our teams are empowered to take ownership, think creatively, and develop their careers in a dynamic environment. We focus on building strong relationships with our clients, leveraging cutting-edge technology and data-driven insights to deliver exceptional results.

Join us at Beazley, where your contributions make a difference, and together, we can shape the future of insurance.

The Benefits:

At Beazley, we aim to simplify your decision to take on a new career challenge by offering a refreshed, inclusive benefits package that seeks consistency across countries. While we acknowledge that local laws and customs may influence this, we are committed to treating all employees fairly. Our benefits provide choice, flexibility, stability, and security to support you at every stage of your life journey, tailored to ensure fairness and attractiveness, regardless of your location. Our benefits include:

  • Annual leave/ PTO and flexible religious holidays
  • Six full months of parental leave globally
  • Medical insurance
  • Commuter benefits
  • Lifestyle reimbursement
  • Smart working
  • Remote office set up allowance
  • Inclusion support and guidance
  • Free lunch
  • Retirement plan/pension contributions
  • Life assurance
  • Sabbatical leave
  • Support for exams, degree and qualifications
  • Financial wellbeing support
  • Beazley shares and share savings plan

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