Portfolio Management Analyst

KEY RESPONSIBILITIES

1. Strategy-to-Execution & Portfolio Framework

• Design the PPM operating model linking strategy, goals, portfolios, programs, projects, and benefits realization.
• Establish portfolio structures, initiative taxonomy, ownership, intake, prioritization, and decision rights.
• Create a single, consistent view of strategic initiatives, aligned to business value, risk, dependencies, urgency, and resources.

1. Governance, Delivery Standards & Ways of Working

• Establish fit-for-purpose governance, delivery lifecycles, decision gates, escalation thresholds, and management cadences.
• Define practical standards, templates, and controls across Agile, Waterfall, Hybrid, and lightweight delivery approaches.
• Balance governance discipline with speed, usability, and proportionate levels of control.

1. Portfolio Transparency, Performance & Dashboarding

• Define the minimum portfolio data model, reporting standards, KPIs, and measures of delivery health and value realization.
• Design and implement an MVP portfolio/project dashboard providing clear visibility of milestones, risks, dependencies, benefits, and overall portfolio health.
• Enable concise, decision-oriented leadership reporting and establish requirements for future PPM automation and tooling.

1. Pilot, Adoption & Capability Building

• Pilot the framework with selected live programs and projects, gather feedback, and refine practices before broader rollout.
• Coach sponsors, project/program leads, initiative owners, and leaders on effective PPM and governance practices.
• Develop reusable playbooks, learning materials, and guidance, and support a community of practice for continuous improvement.

1. Institutionalization & Handover

• Establish sustainable ownership and governance for the PPM framework, standards, tools, and knowledge assets.
• Transfer knowledge and responsibilities to Portfolio Managers and designated internal owners through structured handover and coaching.
• Develop a maturity roadmap covering future improvements, automation, AI-enabled portfolio insights, and capability development.