Portfolio Management Analyst

Key role objectives

Member of the Risk and Finance Information Technology Portfolio Management team of eight members that is supporting a multi-million CHF portfolio (one of the largest across IT) delivering on key regulatory front to back programs critical to the bank's compliance with regulator mandate. 

IV ADDITIONAL INFORMATION ABOUT THE ROLE

Proportion of duties – eg 50% Development/ 30% maintenance/ 20% testing)- if applicable

Learning opportunities

Challenging tasks

Project details:

Current phase of the project/targets/milestones

Project methodology

Technologies which are used in the project

Possibility to replace particular tool for another

Covering a global remit with specific concentration in EMEA, this role will have close and regular interaction and collaboration with IT program managers, project managers, and PMOs. 

The role will require generation of reports on the portfolio including financials, program and project statuses, dependencies, risks and issues, milestones, etc. meeting both standard routine and ad hoc requests. 

This role will specifically concentrate on the design and introduction of new portfolio reports and will find ways to generate the existing reports in a more efficient manner.

V SKILLS AND REQUIREMENTS

Key technical skills/qualifications and experience/key soft skills including:

Level of expertise required (basic, intermediate, advanced, expert)

Must have

Desirable

Experience in a Chief Operating Office (COO), Portfolio Management or Program Management Office (PMO) capacity with strong knowledge in project portfolio financials management

Knowledge of portfolio management and project management tools & systems - (Clarity nice to have)

Experience generating status, milestone, risk, issue, assumptions, and dependency reporting across a portfolio

Advanced proficiency with MS Office, especially Access, Excel and Powerpoint

Banking or Financial Sector Industry experience

A distinguished background of academic and professional achievement

Excellent written and verbal communications skills (English)

Effective presentation skills with ability to produce a compelling story in PowerPoint

High degree of flexibility and “can do” attitude

Competency working with globally distributed team

Ability to manage multiple activities simultaneously 

Ease in dealing with a range of stakeholders and providing support to resolution of their issues and problems

Confident and self-motivated individual with a proactive approach

Project Management certification is a plus (PMI, PRINCE, etc)