Portfolio Management Lead (CECO PMO) - Investment Banking

Location: London (Hybrid)
Contract: 6 Month Contract (via Umbrella)
Day Rate: Competitive

Overview

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.

Key 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