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Transformation Portfolio Director - Investment Management

  • Location: Surrey
  • Salary: Up to £1050.00 per day per day
  • Job Type:Contract

Posted 29 days ago

  • Sector: Financial Services
  • Contact: Phil May
  • Duration: 12 months
  • Start Date: ASAP
  • Expiry Date: 13 June 2021
  • Job Ref: JN -052021-459632

Transformation Portfolio Director - Investment Management - 12 Month Contract - 1050pd


My client is looking for an experienced Transformation Portfolio Director to work within their investment solutions and services change team, ensuring that their current suite of strategic programmes are delivered. The successful candidate will have recent experience in investment management / asset management.


The role requires a skill set that encompasses the full spectrum of transformation activities. The key accountabilities of the role are:


Activities supported by the Transformation Portfolio Office.

· Portfolio Level Coordination and Support
· Organisation & people alignment to desired future state
· Financial plan alignment to ISS overall multiyear plan
· Communications (internal & external)


Portfolio level support and coordination for:

· Roadmap, dependencies, sequencing
· Resource capacity management & impact (supplier & subject matter expert)
· Governance support (Programme, Design Authority, Financial Business Opportunity Appraisal)
· Tracking / reporting
· Coordinating impacts of changes to Strategy and Target Operating Model
· Risk Management


Essential skills

· Strong programme management / governance / pmo competencies
· Ability to understand complex / multi programme transformations and connect strategy, target operating model and high programme roadmaps
· Ability to interact with senior stakeholders
· Project and benefit financials
· Excellence presentation skills
· Understanding of financial services and ability to work in global / multi-cultural environment


Desirable skills and qualifications:

· Understanding of the investment process and how it fits into the overall business
· Experience of Equity, Fixed Income, Multi-Asset and Alternates products or investments
· Awareness of product structures servicing institutional clients
· Experience of asset management
· Previous business transformational experience
· Broader industry awareness including the evolving regulatory landscape and product trends
· Experience of technology change initiatives and agile project management practises

Dayrate - £1050pd (inside IR35)
Duration - 12 months initial
Location - Surrey (remote at present and flexibility in future)
Start - ASAP

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