Job Description

Portfolio Manager opportunity at a leading Financial Services company to support a Data Technology Transformation Program within their Financial Markets division.  

Data Transformation program is around $30 million per annum, is made up of 4 key projects and has a total team of 200. This program is largely Agile and has 1-2 years to complete. 

Responsibilities: 

• Portfolio Leadership & Governance
  Own and lead the full lifecycle of the data technology transformation portfolio, ensuring Agile delivery aligns with fixed business outcomes, timelines, and regulatory commitments.

• Agile-Waterfall Integration
  Bridge Agile delivery methodologies (e.g., sprints, product increments) with Waterfall expectations (e.g., milestone tracking, stage-gate reviews, benefit realization).

• Vendor Management & Oversight
  Oversee external vendors and delivery partners to ensure contractual obligations, performance KPIs, and integration timelines are met, while maintaining quality and cost control.

• Strategic Planning & Investment Alignment
  Collaborate with C-level stakeholders to shape the roadmap, prioritize investments, and align data initiatives with enterprise goals, digital strategy, and regulatory compliance.

• Milestone & Outcomes Accountability
  Track and report against critical business and technical milestones, ensuring delivery stays on course to meet agreed outcomes, including data migration, governance, and platform implementation.

• Financial Management
  Manage portfolio-level budgeting, forecasting, and spend tracking, ensuring cost-effectiveness and value delivery from both internal teams and third-party providers.

• Risk & Issue Management
  Proactively identify, escalate, and resolve delivery risks, interdependencies, and vendor-related issues that could impact program timelines or outcomes.

• Stakeholder Communication & Engagement
  Act as the key point of contact for executive stakeholders, communicating progress, risks, and trade-offs clearly and regularly via dashboards, reports, and steering committees.

• Team Leadership & Delivery Enablement
  Support Agile teams and product managers by providing clear portfolio direction, facilitating delivery across multiple streams while ensuring alignment with the overarching program vision.

• Performance Metrics & Continuous Improvement
  Establish KPIs for both internal teams and vendors, leveraging lessons learned and delivery retrospectives to improve practices, reduce waste, and drive faster outcomes.

Benefits: 

• Hybrid and flexible working arrangements
• Sydney CBD
• 12 month contract with opportunity to extend or become permanent

Essential experience:

• 4+ years Portfolio Management, including financial management, reporting for internal teams and vendors
• 10+ years of technology project delivery 
• RAID and Dependency management
• Implementing agile delivery principles
• Banking and Financial Services
• Knowledgeable about Data platforms and experienced in Data-related projects

Desirable

• Financial Markets 
• Qualifications in Accounting, Finance, or Business