Portfolio Analyst

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

About the role

Hargreaves Lansdown (HL) are now recruiting for a Portfolio Analyst to join the team. This exciting role is at the forefront of transforming, embedding and monitoring how we deliver strategic and complex change across the business. As the Portfolio Analyst, you will be part of a small team supporting the analysis of the Strategic Change Portfolio, driving insight to inform quality decisions at local and senior level (Financial, Resource, RAID, Decisions etc). Acting as an SME for best practice across the IMPO and delivery community to ensure we are continuously improving our delivery frameworks, controls and guidelines to ensure added value and delivery to time, cost and quality.

What you'll be doing

• Supporting the embedding of 1st line Delivery Assurance frameworks. Gathering independent evidence and providing both detailed analysis and executive summary reporting covering multiple factors including (but not limited to) delivery status (RAG), milestone and RAID-D reporting, quality reviews and Post Investment Reviews to gain insight and confirmation that the information is valid and that the Programmes and Projects will achieve their Business Investment Committee (BIC) commitments. (e.g Return on investment, OKRs).
• Using data driven analysis to provide insight and recommendation on status of committed Programme and Project outcomes (time, cost, quality, scope, benefits), to achieve the best possible result for HL and our clients.
• Supporting the continuous improvement and embedding of the Portfolio reporting suite including delivery status, OKR, Strategic Plan and commitment trackers for consumption by ELT and SLT stakeholders.
• Managing and maintain Portfolio level reporting, provide detailed analysis on Programme and Project status to produce an aggregated Portfolio view, including delivery status, OKR and commitment trackers for consumption by ELT, Board and SLT stakeholders.
• Driving a level of autonomy, holding peers, delivery managers and key stakeholders to account while adopting a high-performance culture to ensure better, simpler, faster and cheaper deliverables for HL and our clients.
• Supporting and being a champion of the Project/Portfolio/Programme Centre of Excellence and ensure all programme and project professionals feel part of the community and work to a consistent set of standards.
• A change agent, challenging the status quo, delivering industry best in class standards while driving a culture of collaboration and efficiency through team interactions and maximising use of tools and data.
• Providing coaching and support to all project and programme management professionals on best practice, tools, planning and ways of working.
• Supporting the embedding and continuous improvement of the Programme Management delivery methodology and toolset for HL.

About you

• Experience of Change Management and/or Delivery Assurance with understanding of Waterfall, Agile and hybrid delivery methodologies.
• In-depth experience of change discipline e.g. Project Financials, RAID-D management, planning, status reporting, stage-gate concepts.
• Exceptional data gathering, analysis and assimilation skills, working with varied and complex data sets (e.g. Excel expert).
• Excellent storytelling, with experience of making the complex, simple. (e.g. C-suite slide deck construction).
• Demonstrable evidence of defining, establishing, and facilitating programme governance structures to keep key stakeholders engaged aligned and on track (up to SLT level).
• Critical thinking and evaluation, with evidence of being able to identify risk and opportunities and supporting in implementing any mitigating action.
• Demonstrable evidence of ability to challenge, influence, negotiate and innovate at the senior levels of HL (LT and occasionally SLT).
• Flexible and adaptable; able to deliver and thrive in ambiguous situations.
• Demonstrates a curious nature, exploring new ways of working and questions the details to gain full clarity on what is required to achieve goals.
• Exceptional communication skills, both written and verbal.
• Self-starter with ability to work both on own and part of a team.

Desirable but not essential

• Awareness of activities outside of Portfolio Analysis and Assurance that are key to success e.g. Business case development, Programme/Project financial management and milestone planning, client experience, product strategy, business solution design, technical and operational readiness.

Interview process

The interview process for this role will be an introductory call followed by a presentation and competency-based interview.

Working Schedule

This role is based in our Bristol head office, BS1 5HL. This is a permanent full-time role, 37.5 hours per week, Monday to Friday. We have returned to the office, however for this role we offer a hybrid flexible working pattern of working in the office and at home.

Please apply as soon as possible as we may close the vacancy before the end date.

Why us?

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus* and annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday**
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Sharesave scheme - have a real stake in HL's future
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and outpatient care
• Help@hand - confidential support including mental health counselling and remote GP
• Wellhub - unlimited access to fitness providers and wellness coach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• Two paid volunteering days per year

*dependant on role level

** only available to select during our annual benefits window, in November each year

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.

This role may also be available on a flexible working or part time basis - please ask the Recruitment & Onboarding team for more information.

Please note, we are unable to provide employment sponsorship to candidates.