Portfolio Manager & Project Delivery Standards
A bit about the role
Portfolio Management
Own and oversee the Project Delivery portfolios for Region Europe, ensuring transparency, consistency, and financial control across all projects
Manage, review, and challenge the financial forecasts for all projects within the regional portfolios, ensuring accuracy and alignment with approved budgets
Coordinate and drive regular forecast update cycles, including formal requests and follow-ups with Program managers and KAM
Prepare and lead dedicated review meetings with Program Managers, KAM and Financial Controllers to assess project outlooks, forecast evolution versus budget, and the status of invoices and contracts
Ensure alignment between Jira data and financial forecasts, identifying discrepancies and driving corrective actions where required
Define, prepare, and maintain regional reporting for:
Region Status Meetings with the Delivery Head
Monthly Delivery and Financial Review meetings with Regional and Delivery Heads and Finance Controlling
Contribute to the identification, assessment, and reporting of delivery risks for Region Europe, providing inputs to the Risk Committee
Review the external request process
Verify the quality of the PSR (Project Status Report) content before any Weekly Project Status Meetings
Delivery Standards
Define and maintain Project Delivery standards, including processes, templates, and tooling, to ensure harmonized ways of working across the organization. This includes designing and documenting new processes using BPMN, leveraging in-depth knowledge of Avaloq internal processes, and proactively addressing open points by coordinating and aligning with all relevant stakeholders involved in the respective activities
Update and maintain the GIM and Adonis in line with newly defined delivery standards
Lead and manage company-wide communication related to new or updated delivery standards, ensuring clarity and adoption across regions and functions
Actively participate in the Terminology and Policy Board, contributing to the definition, alignment, and governance of delivery-related terminology and policies
A bit about you
Education & Certifications
Academic Background: Master’s degree in Business Administration, Finance, Engineering Management, or a related field
Professional Certifications: PMP (Project Management Professional), PfMP (Portfolio Management Professional), or Prince2 Practitioner is highly desirable
Methodology: Formal training or certification in BPMN 2.0 (Business Process Model and Notation)
Professional Experience
Portfolio Management: 5–8 years of experience in Project Portfolio Management (PPM) or PMO leadership within a large-scale, international organization
Financial Acumen: Proven track record in financial controlling, budget management, and project forecasting. You must be comfortable "challenging" financial data and variance reports
Industry Expertise: In-depth knowledge of Avaloq internal processes is a significant advantage (or mandatory, depending on your priority)
Stakeholder Management: Extensive experience in coordinating and influencing Senior Management, Program Managers, and Financial Controllers
Technical Skills
Project Tooling: Advanced proficiency in Jira (including Portfolio/Advanced Roadmaps) and Confluence
Process Modeling: Hands-on experience with Adonis, Signavio, or similar BPM tools for documenting and maintaining delivery standards
Data & Reporting: Advanced Excel skills (Power Query, Pivot Tables) and experience with BI tools (e.g., PowerBI, Tableau) to drive regional reporting
Frameworks: Solid understanding of both Waterfall and Agile delivery methodologies
Soft Skills & Competencies
Analytical Rigor: Exceptional attention to detail with the ability to reconcile discrepancies between operational data (Jira) and financial forecasts
Communication Excellence: Ability to articulate complex process changes and delivery standards clearly to diverse audiences across different regions
Quality Orientation: A "zero-defect" mindset regarding the quality of Project Status Reports (PSR) and documentation
Languages: Full professional proficiency in English is required. Fluency in German is a strong asset for the European Region
Additional information
We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices.
In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self.
We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way.
Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.
#LI-Hybrid
Benefits
- Annual bonus
At Avaloq we work hard to remain an industry leading provider and we love to reward our colleagues with a share of that success with an annual bonus, you will even remain eligible for annual bonus while you do the hardest job of your life – taking care of your children during parental leave.
- Flexible working
We understand that fitting your life around your job can be challenging which is why in most roles we offer flexible working to allow you to thrive both in and out of work.
- Instant recognition
We love to see people thriving in their roles and we have an instant recognition scheme at Avaloq to help managers reward the great work our colleagues deliver with a gift to say thanks.
- Access to Udemy for professional and personal learning
We think it is important to learn and grow professionally, but if you are someone who likes to learn outside of work we give you access to online learning for both professional and personal learning, with over 210,000 courses to choose from.
About us
Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.
We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.