Portfolio Management Lead CECO PMO - Investment Banking - Lorien Impellam

About the role

We are partnering with a leading global investment bank to source an experienced Portfolio Management Lead to head up the CECO PMO function on an initial 6-month contract. This is a high-impact role responsible for driving portfolio governance, financial oversight, reporting excellence, and supporting strategic planning across a complex technology and change landscape. You will play a key role in aligning portfolio delivery with business strategy, enhancing decision-making, and supporting Agile at Scale initiatives across the organisation.

Responsibilities

• Portfolio Management & Strategy
• Design and support execution of the annual CECO "Book of Work" planning process
• Support portfolio governance through Quarterly Business Reviews (QBRs)
• Provide centralised portfolio oversight to enable effective prioritisation, investment decisions, and delivery alignment
• Support enterprise-wide Agile at Scale transformation
• PMO Leadership
• Lead and develop the CECO PMO function , managing a small team
• Provide mentorship, structure, and best practice guidance
• Drive continuous improvement in PMO processes, tools, and governance
• Governance
• Centralise and manage governance frameworks, controls, and communications
• Act as the single point of contact (SPOC) for governance-related activities across CECO
• Ensure alignment with GM IT Governance policies , including: Project and programme reporting
• Milestone tracking
• Stakeholder communication
• Advise stakeholders on governance policies and procedures
• Financial Management & MI
• Oversee portfolio financials including budgeting, forecasting, and cost tracking
• Act as CECO budget SPOC across org structure and pillars
• Deliver insights through data analysis, dashboards, and reporting
• Ensure high-quality data management within Clarity (PPM tool)
• Support financial processes including: R&D cost tracking
• Accruals and invoicing
• Services bought/sold
• Offshore/nearshore cost validation
• Tools & Reporting
• Develop and maintain MI dashboards and KPIs using: Excel (including advanced dashboards / VBA)
• Power BI
• PowerPoint
• Produce: Monthly executive summaries for senior leadership
• Weekly headcount and financial dashboards
• Portfolio-level risk and performance reporting
• Standardise reporting packs (e.g. steering committee materials )
• Ensure consistency across systems (e.g. Clarity vs Procurement tools )
• Systems & Process Expertise
• Provide first-line support and guidance on: Clarity PPM (resource planning, project setup, tracking)
• Jira Align
• Promote a self-service MI culture via SharePoint-based dashboards
• Project Delivery
• Act as PMO lead and SPOC on cross-functional initiatives , including: Nearshoring programmes
• Portfolio restructuring
• Application mapping initiatives
• Key Skills & Experience
• Strong experience in Portfolio Management / PMO Leadership within financial services (ideally investment banking)
• Proven expertise in financial management within project / product environments
• Advanced knowledge of: Clarity PPM
• Jira Align
• Excel (advanced), Power BI, PowerPoint
• Experience supporting Agile at Scale frameworks
• Strong understanding of governance, reporting, and control frameworks
• Excellent stakeholder management across senior leadership
• Ability to translate data into clear strategic insights
• Desirable
• Experience within Global Markets / IT COO / Transformation environments
• Background in large-scale enterprise portfolio management
• Exposure to offshoring/nearshoring financial models
• Why Apply?
• Opportunity to work within a tier-one investment bank
• High visibility role with direct exposure to senior stakeholders
• Influence strategic decision-making at portfolio level
• Hybrid working model with London base
• Guidant, Carbon60, Lorien & SRG - The Impellam Group Portfolio are acting as an Employment Business in relation to this vacancy.

Additional Information

Portfolio Management Lead (CECO PMO) - Investment Bank Location: London (Hybrid) Contract: 6 Month Contract (via Umbrella) Day Rate: Competitive

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