Portfolio Planning Manager

Join Barclays as a Portfolio Planning Manager, where you'll be part of a multi-faceted Financial Crime Risk Programme. You will help lead the planning of the change initiatives ensuring they align to the Bank’s risk reduction and growth principles. You will be responsible for managing a consistent planning process across the Portfolio and will help to provide consolidated views of Financial Crime Change deliverables, benefits (risk and non-risk), and costs, to Executive Committees, Boards, and Regulators. You’ll also benefit from being part of a vast professional network, collaborating with industry leaders and experts.

The Integrated Financial Crime (IFC) portfolio is a multi-year Financial Crime programme of change encompassing over 20 programmes to create a holistic, risk-based and effective Financial Crime Risk environment and strengthen robustness and enhance automation of Financial Crime Risk processes. We aim to develop and strengthen our skills and capabilities across all lines of defence, empowering our partners, colleagues and customers to identify and prevent Financial Crime by raising awareness of the risks.

To be successful as a Portfolio Planning Manager, you should have experience with:

• Working on financial crime risk programmes, understanding the nature of the risks and the urgency of delivery.

• Portfolio planning & planning management of large complex transformation programmes.

• Stakeholder management experience with the ability to influence outcomes, resolve issues effectively and manage expectations.

• Understanding of programme governance including change control, milestone closure, programme reporting and a proficient understanding of risk management and decision making.

• Change management and delivery, including maintenance of project plans, schedules, identification of risks, assumptions, issues and dependencies.

• High levels of accuracy and attention to detail in both data (e.g. planning and dependencies in spreadsheets) and project reporting Advanced expertise in MS Excel – to include advance use of pivots tables, advances formulae, VLOOKUPS, macros etc.

Some other highly valued skills may include:

• Ability to build and maintain delivery plans / roadmaps across multiple programmes.

• Experience defining critical paths and managing interdependencies.

• Good understanding of change delivery (waterfall, agile etc).

• Ability to challenge assumptions and highlight gaps and validate with key stakeholders.

• Confident engaging with senior Management.

• Able to produce clear, concise planning updates.

• Comfortable interpreting and presenting data (excel, PPT etc).

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role will be based in our London office.

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Purpose of the role

To lead the portfolio management team in the delivery of successful projects, while ensuring that portfolio management processes and practices are aligned with controls and governance standards and that projects are aligned with the organisation’s strategic objectives. 

Accountabilities

• Leading of portfolio management team, including setting of portfolio vision, management of portfolio performance, and provision of guidance and support to portfolio analysts.
• Monitoring of portfolio performance, including tracking of project progress, managing budgets, identification of thematic risks and issues, and reporting on portfolio status to senior management.
• Management of portfolio documentation, including aggregation of portfolio book of work, schedules, and budgets, and ensuring that portfolio documentation is up-to-date and accurate.
• Facilitation of portfolio governance, including ensuring that projects are aligned with the organisation’s strategic objectives, aligned with the controls and governance standards and that portfolio thematic risks and issues are managed effectively.
• Managing the portfolio Book of Work outlining the sequence and dependencies of change initiatives, considering factors like resource availability, stakeholder buy-in, and potential risks.
• Facilitation of change management activities, to ensure that change initiatives are successfully implemented and embedded in the organisation.
• Continuous improvement of portfolio management practices, including identification of areas for improvement and implementation of changes to improve portfolio performance.
• Collaboration with stakeholders, including senior management, project teams, and external partners, to ensure that portfolio management practices are aligned with their needs and expectations.
• Development of portfolio management processes that are aligned with controls and governance standards and that support the delivery of successful projects.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.