Description

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Job Purpose

The Portfolio & Governance Analyst is responsible for providing comprehensive administrative and analytical support to the portfolio & Governance Manager and Lead. This role requires a strong understanding of project management principles, excellent organizational skills, and the ability to work collaboratively with cross-functional teams. The Portfolio & Governance Analyst plays a critical role in assisting in the successful execution and monitoring of projects and portfolios.

Duties/Responsibilities

• Assists with the Delivery of (for the portfolio or specific programme) MI and analysis that supports timely decision making:
  • Using existing processes to deliver standard reports that provide insightful analysis of the portfolio of change, project and/or programme reporting (‘single version of the truth’)
  • Maintain the project and programme register and ensure it is up to date
  • Assisting change managers to aid their understanding of the Portfolio, Programme and Project reporting and governance processes
• Operates, and supports others to improve, the processes which deliver regular big picture understanding of the portfolio pipeline, delivery capacity and demand and portfolio interrelationships
• Assists in the definition, delivery and maintenance of elements of the standard portfolio, programme and project framework to reduce risk and improve delivery success
  • Works with senior team members to define and maintain agreed elements of the portfolio, programme and project lifecycles
  • Assists in the publication and effective communication of the use of the lifecycles to users and stakeholders through presentations, communications, documentation and coaching
• Identifies improvements to the framework and implement those approved
• Assists with the development of standard project, programme and portfolio processes, tools and templates to help change managers and the CPO to deliver its services more easily and efficiently:
• Supports provision, maintenance and continual improvement of documented project and programme standards and processes to ensure consistency of delivery and speed on-boarding; measured through documented and published –
  • Standards
  • Processes
  • Templates
  • Assists development and provides support and training in the use of change tools, templates and processes
• Identifies improvements to tools and processes and delivers such improvements as agreed with their Manager
• Portfolio RAID Management: Supports the management of portfolio challenges, risks, issues and dependencies through developing and maintaining key relationships with stakeholders across the business such that core business outcomes are consistently delivered irrespective of complexity or challenge.
• Supports and runs the Portfolio demand and supply process through working with IT& Change team colleagues to identify, assess and plan the resources required to support delivery ensuring that the resources required
• Provides day-to-day administrative assistance to the Portfolio team, including scheduling meetings, preparing documentation, maintaining records, tracking action items, and supporting governance processes to ensure the smooth operation of portfolio activities.

• Familiar with Project Planning, reporting and configuration management
• Some experience of project delivery helpful
• Basic understanding of governance and management of portfolio, programme and project
• Basic facilitation and influencing skills with stakeholders in domain area
• Basic understanding of MI and data analysis with basic presentation skills
• Good communicator who can converse well on subjects they are familiar with
• Good interpersonal skills and the ability to collaborate effectively
• Capability for routine problem solving and decision making