Portfolio Manager – Banking / Insurance / Wealth & Asset Management

We are partnering with our client to build a talented team ready to support current and upcoming projects. Our client delivers large-scale international transformation programmes for some of the world's most recognised financial services organisations. As a Portfolio Manager, you will lead portfolio governance and oversight, working closely with senior stakeholders and international delivery teams across Banking, Insurance, and Wealth & Asset Management.

Please note: This is a full-time freelance opportunity with an initial 1-year contract and the possibility of extension.

Requirements

• At least mid-level experience in portfolio management, programme management, PMO, or a similar project and portfolio governance role.

• Previous experience within Banking, Insurance or Wealth & Asset Management (WAM) – this is a must-have

• Strong understanding of portfolio and project governance, reporting and delivery processes

• Experience overseeing multiple projects, programmes or workstreams simultaneously

• Experience with portfolio reporting, risk and dependency management, resource planning and financial tracking

• Strong analytical skills and the ability to translate complex project and portfolio data into clear insights and recommendations

• Excellent organisational and prioritisation skills

• Strong stakeholder management and communication skills, including experience working with senior stakeholders

• Ability to work effectively in complex, international and cross-functional environments

• English at C1 level

Nice to have

• German or French at B2 level or higher

• Previous experience working as a Project Manager

• Experience in large-scale transformation, technology, regulatory or business change programmes

• Knowledge of common project and portfolio management methodologies, frameworks and tools

Your responsibilities

• Managing and overseeing a portfolio of projects and programmes, ensuring alignment with business objectives and strategic priorities

• Providing portfolio-level governance, oversight and reporting across multiple projects and workstreams

• Monitoring portfolio performance, delivery progress, key milestones, risks, issues and dependencies

• Supporting the prioritisation of projects and initiatives based on business value, strategic objectives, capacity and available resources

• Coordinating dependencies and identifying potential conflicts or delivery risks across projects and programmes

• Preparing portfolio-level reports, dashboards, forecasts and presentations for senior management and executive stakeholders

• Providing clear insights and recommendations based on portfolio performance and delivery data

• Supporting resource and capacity planning across the portfolio

• Monitoring portfolio budgets, forecasts and financial performance

• Working closely with Project and Programme Managers to ensure consistent delivery standards, governance and reporting

• Supporting portfolio governance forums, steering committees and senior stakeholder meetings

• Ensuring appropriate escalation and resolution of portfolio-level risks, issues and dependencies

• Driving continuous improvement of portfolio management processes, governance frameworks, reporting standards and ways of working

• Supporting decision-making by providing senior stakeholders with accurate and timely information on portfolio health, priorities and performance

What we offer

You will have the opportunity to work on large-scale international projects and programmes for some of the world’s leading companies, particularly within the Banking, Insurance and Wealth & Asset Management sectors.

The role provides exposure to complex global portfolios, strategic initiatives and senior-level decision-making, while working closely with international teams and experienced Project and Programme Managers.

It is an opportunity to further develop your expertise in portfolio management, governance and strategic project delivery within the financial services industry.