Portfolio Planning & Assurance Reporting Specialist Change And Planning Directorate

Leeds, ENG, GB, United Kingdom

Job Description

As a Portfolio Planning & Assurance Manager - Reporting Specialist you will play a pivotal role in delivering strategic, data-informed services. You will be a trusted partner, enabling the Bank to achieve its strategic priorities by setting up projects and programmes for success. You will ensure the Portfolio Planning & Assurance team delivers effective portfolio management, ensuring all changes are traceable, accountable and deliver measurable benefits.


You will play a crucial role in transforming data into actionable insights, ensuring that we are driven by factual analysis and informed decision-making processes. You will have a blend of analytical skills and critical thinking, along with proficiency in data visualisation tools and reporting software. You will be responsible for gathering, analysing, and interpreting complex data sets, identifying trends, and presenting findings in a clear and concise manner. You will collaborate closely with various departments to empower them with the knowledge and tools needed to enhance efficiency, optimise resources, and improve Portfolio delivery.


Primary Outcomes and Accountabilities:



Understand requirements: Work with all areas of the Portfolio Planning & Assurance team, and selected stakeholders, to understand reporting requirements. Proactively suggest opportunities for reporting to drive greater insight and improved decision making. Report Creation: Develop and maintain dynamic dashboards, scorecards, and visualisation using tools such as Power BI, Tableau, or similar platforms. Ensure reporting is scalable, automated, and aligned with business needs. Analytics Leadership: Design and implement analytical models and frameworks to evaluate portfolio performance, benefits realisation, and risk exposure. Champion the use of data to inform strategic prioritisation and investment decisions. Data Management: Ensure the accuracy, integrity, and consistency of data used in reporting. Insight development: Generate actionable insights, enabling informed strategic decision-making and providing clear, value-driven recommendations to stakeholders. Stakeholder Collaboration: Work closely with stakeholders to understand their reporting needs and provide timely and relevant information. Continuous Improvement: Identify opportunities to improve reporting processes and tools, ensuring they meet evolving business requirements. Compliance and Standards: Ensure all reports comply with organisational standards and regulatory requirements. Being a role model and ambassador for the Division, committed to the purpose of the Bank and providing a supportive, diverse and inclusive team environment

Role Requirements:



Minimum Criteria:


Reporting & Analytics: Demonstrable experience in report creation and data analysis using tools such as Excel, SQL, Tableau, and Power BI. Analytical Acumen: Strong analytical and problem-solving skills, with the ability to interpret complex data sets and identify trends, risks, and opportunities. Project & Portfolio Tools: Proficiency in project management software and tools with a deep understanding of how these support portfolio-level planning and assurance. Portfolio Management Knowledge: In-depth understanding of portfolio management practices, including governance, prioritisation, resource optimisation, and benefits tracking. A Professional certification such as P3O, PRINCE2, or AgilePM. Data Storytelling: Proven ability to use data to craft compelling narratives that drive strategic conversations and influence outcomes.
Essential Criteria:


Advanced knowledge of data visualisation, business intelligence, and portfolio reporting methodologies Familiarity with enterprise-level portfolio assurance frameworks and performance measurement techniques Understanding of change management principles and how they intersect with portfolio delivery Experience in a portfolio reporting, PMO, or data analytics role within a complex organisation.
Desirable Criteria:


Experience using Planview and Oracle PPM tools

Our Approach to Inclusion

The Bank values diversity, equity and inclusion. We play a key role in maintaining monetary and financial stability, and to do that effectively, we believe we need a workforce that reflects the society we serve.


At the Bank of England, we want all colleagues to feel valued and respected, so we're working hard to build an inclusive culture which supports people from all backgrounds and communities to be at their best at work. We celebrate all forms of diversity, including (but not limited to) age, disability, ethnicity, gender, gender identity, race, religion, sexual orientation and socioeconomic status. We believe that it's by drawing on different perspectives and experiences that we'll continue to make the best decisions for the public.
We welcome applications from individuals who work flexibly, including job shares and part time working patterns. We've also partnered with external organisations to support us in making adjustments for candidates and employees in the recruitment process where they're needed.


For most roles where work can be carried out at home, we aim for colleagues to spend half of their time in the office, with a minimum of 40% per month. Subject to that minimum requirement, individuals and managers should work together to find what works best for them, their team and stakeholders.
Finally, we're proud to be a member of the Disability Confident Scheme . If you wish to apply under this scheme, you should check the box in the 'Candidate Personal Information' under the 'Disability Confident Scheme' section of the application.



Salary and Benefits Information

We encourage flexible working, part time working and job share arrangements. Part time salary and benefits will be on a pro-rated basis as appropriate.
Salary details:
Leeds circa 59,520 - 66,000


London circa 66,160 - 74,000





In addition, we also offer a comprehensive benefits package as detailed below:
Currently a non-contributory, career average pension giving you a guaranteed retirement benefit of 1/80th of your annual salary for every year worked. There is the option to increase your pension (to 1/65th) or decrease (to 1/105th) in exchange for salary through our flexible benefits programme each year. The Bank has the discretion to vary standard accrual rates and dial up and dial down rates at any time and to withdraw dial up and dial down options at any time. A discretionary performance award based on a current award pool. An 8% benefits allowance with the option to take as salary or purchase a wide range of flexible benefits. 26 days' annual leave with option to buy up to 12 additional days through flexible benefits. Private medical insurance and income protection.

National Security Vetting Process

Employment in this role will be subject to the National Security Vetting clearance process (and typically can take between 6 to 12 weeks post offer) and the passing of additional Bank security checks in accordance with the Bank policy. Further information regarding the vetting and security clearance requirements for the role will be provided to the successful applicant, and information about how the Bank processes personal data for these purposes, is set out in the Bank's Privacy Notice .



The Bank of England welcomes applications from all candidates, but as a UK Visas and Immigration (UKVI) approved sponsor, we have a responsibility to comply with the Immigration Rules and guidance. As such, our ability to employ individuals who require sponsorship for immigration purposes is limited. The Bank cannot guarantee that you and / or the role you are applying for will be eligible for sponsorship and that any application made to UKVI will be successful. Eligibility will therefore be considered on a case by case basis.





The Application Process

Important: Please ensure that you complete the 'work history' section and answer ALL the application questions fully.

All candidate applications are anonymised to ensure that our hiring managers will not be able to see your personal information, including your CV, when reviewing your application details at the screening stage. It's therefore really important that you fill out the work history and application form questions, as your answers will form a critical part of the initial selection process.



The assessment process will comprise of two interview stages.

This role closes on 12th August.

Please apply online, ensuring that you complete your work history and answer ALL the application questions fully and in detail as your application will not be considered if all mandatory questions are not fully completed.

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Job Detail

  • Job Id
    JD3470329
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Leeds, ENG, GB, United Kingdom
  • Education
    Not mentioned