Purpose

Portfolio Management Office Team is responsible for monitoring portfolio pipeline performance, applying best practices assurance (Transformation Management Office) and formal processes (for example Change Framework, Drawdown process, project closure process, time-booking) along with tools (Clarity, Asana).

PMO team liaise closely with Group TMO and make sure FTSE Russell Portfolio deliveries/reports are adhering with the Group standards. PMO Team manages and monitors cost adjustments across the whole portfolio with deep understanding of each project position, resource (addition, removal), budgets, risks and issues, manages change requests and drawdowns. Responsible for providing timely and accurate data, for preparing portfolio status reports, keeping management appraised of portfolio progress, ensures status reports updates are frequently provided by the PMs. Oversees the induction and training of all new project managers within the portfolio. Plans and supports annual portfolio budget request process, leads regular financial reviews to track key financial portfolio metrics. Manages and creates visibility around the holistic portfolio health and reporting. In addition to above all, any adhoc report request from Finance/FTSE Russell Leadership Team/Group etc are catered and fulfilled for FTSE Russell by PMO.

This role is in the Portfolio Management Office (PMO) and will coordinate services for key delivery projects and programmes, including project management support, project governance and control services.

Key Responsibilities And Accountabilities

• Provide core PMO services to FTSE Russell by covering the EMEA Time zone.
• Support project and programme managers by updating project data in systems (e.g. status, risks and issues, milestones, cost plans, benefits plans) and updating delivery plans and logs
• Support the delivery resource plan across the project lifecycle, ensuring accurate rate cards are used and placeholder roles are converted to named resources
• Support project budget tracking, including actual and forecasted expenditure and accounting for variances
• Conduct regular portfolio health checks, focussing on completeness, accuracy and quality
• Identify change requests that may be needed and ensure these are formally raised and approved
• Create purchase requisitions as required and ensure all statements of work are support by an approved purchase order
• Work with project managers to ensure timely goods receipting of work and closure of purchase orders when work is completed
• Work with Procurement, Accounts Payable and Technology teams regarding invoice and supplier queries
• Lead preparation of FTSE Russell Portfolio Board materials, and maintain minutes and logs
• Produce project, programme and portfolio reports as required, using reporting tools and data
• Maintain project artefacts and documentation, ensuring projects follows stage gate approvals in line with LSEG governance
• Ensure project documentation is kept on SharePoint, and control access
• Support the annual investment planning / budget cycle including challenge to benefits cases and business outcomes where not clear
• Ensure projects are kept clean by 'cradle to grave' review of project setup and closure, e.g. all required data points are completed, purchase orders closed
• Work with the central portfolio team to respond to requests within required timelines
• Communicate clearly and with precision, ensuring that key points can be easily understood
• Form trusted relationships with partners, including central portfolio teams, technology partners, and other Finance functions (e.g. business partner, business management, project accounting, risk and controls)
• Keep up to date with the LSEG change governance framework and act as the team's champion to ensure the latest standards, governance procedures and templates are used
• In depth understanding and knowledge of governing and delivering projects in LSEG according to Change Framework to drive transformation.
• In depth knowledge of Clarity:
• Cost & Resource and Benefits Management
• Risk, Issue and Dependency Management
• Milestone Management
• Status Reporting and Project KPIs
• Exchange knowledge during Lessons Learned.
• Timesheets approval
• Monitoring of resources who are booking their time to projects and across the PM team.
  

Essential

Qualifications and Experience

• Minimum 5 years' experience in a portfolio, project or programme management environment
• Degree (or equivalent) qualification
  
  

Preferred

• Proficient using Clarity PPM
• Project management qualification
  
  

Skills And Competencies

Note: Level 1 (awareness), level 2 (skilled), level 3 (advanced), level 4 (expert)

• Attention to detail: Demonstrates a concern for accuracy and thoroughness so that sufficiently detailed information is logged accurately (Level 3)
• Business case & benefit management: Prepares proposals to support programmes or projects, and identifies and monitors benefits derived (Level 2)
• Communication: Communicates with transparency and precision, presenting complex information in a concise format that is audience appropriate (Level 3)
• Data analysis: Collects, analyses and interprets data to reach conclusions and/or present insights and findings (Level 4)
• Data management: Monitors information in project management tools and identifies areas that require attention (Level 4)
• Governance and standards: Understands the project governance frameworks and financial approval processes and helps ensure projects follow these (Level 3)
• Leading teams: Directs and leads others, coordinating activities and providing encouragement and inspiration to help others succeed (Level 1)
• Management information production and analysis: Produces MI and analyses for trends (Level 4)
• Problem solving: Defines a problem, generates solutions, and evaluates and identifies the best solution to overcome the problem (Level 2)
• Process improvement: Seeks new ways of working continuously to make processes run smoother and faster (Level 2)
• Project management methodologies: Understands different approaches to project management (e.g. Agile, Waterfall) (Level 2)
• Relationship building: Interacts well with others, quickly establishing rapport building positive relationships and networks (Level 3)
• Resource planning & optimisation: Plans, manages and optimises resources within teams in order to maximise results and achieve desired performance (Level 3)
• Stakeholder management: Builds positive relationships with internal and external partners including understanding their drivers (Level 2)
  
  

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.

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