PMO Data Analyst at Robert Walters

• Working for a global leading private markets manager focused on private equity, secondaries, credit and infrastructure with a global network of 30 lobal offices, The PMO Portfolio Data and Reporting Analyst will be responsible for the development, management, and delivery of accurate and actionable project and portfolio performance reporting for senior and executive consumption

Role Overview

• The PMO Portfolio Data and Reporting Analyst is responsible for the development, management, and delivery of accurate and actionable project and portfolio performance reporting for senior and executive consumption.
• The role requires the alignment of project investment proposals with strategic objectives and financial guidelines, to be presented at multiple executive-level investment committees.
• This role is critical in providing insights to support strategic decision-making and ensuring data integrity across portfolio management tools. The ideal candidate will possess strong analytical and technical skills, coupled with the ability to effectively communicate insights to stakeholders.

Key Responsibilities

Portfolio Reporting

• Develop, maintain, and deliver dashboards, scorecards, and reports for the PMO and senior stakeholders
• Provide actionable insights on portfolio performance, risks, and opportunities
• Align reporting outputs with organisational goals and stakeholder requirements

Data Analysis and Interpretation

• Analyse project and portfolio data to identify trends, variances, and areas for improvement.
• Create Interpret and present performance metrics, including budget, schedule, scope, risks, and benefits realisation.

Data Governance

• Where needed, ensure accuracy, consistency, and completeness of data across portfolio management tools, so that is optimised for strategic reporting purposes.
• Establish and enforce data quality standards and reporting guidelines.

Stakeholder Engagement

• Present findings and insights to senior leadership and governance committees in a clear and concise manner.
• Optimise portfolio management tools (e.g., Power BI, Tableau, ServiceNow PPM).
• Develop automated reporting processes to improve efficiency and reduce manual effort.

Project Investment Committee Preparation and Reporting:

• Ensuring alignment of project investment proposals with strategic objectives and financial guidelines.
• Develop and deliver accurate, timely reports and presentations for the Project Investment Committee, highlighting key insights, risks, and recommendations to facilitate informed decision-making.

Skills & Competencies

• Proficiency in data visualisation tools such as Power BI, Tableau, and Excel.
• Advanced knowledge of portfolio/project management software (e.g., Microsoft Project, Jira, ServiceNow PPM).
• Strong ability to interpret complex data and provide meaningful insights.
• Keen attention to detail and aptitude for working with large datasets
• Excellent ability to report portfolio metrics and insights clearly and concisely.
• Skilled at translating technical data into business-friendly language.
• Proactive approach to identifying and resolving data and reporting issues.
• Creativity in presenting data in visually engaging ways.
• Familiarity with PMO functions, methodologies (e.g., Agile, Waterfall), and frameworks (e.g., PRINCE2, PMI).
• Understanding of key performance indicators (KPIs) for projects and portfolios.
• Business Acumen: Awareness of organisational strategy and goals to align reporting efforts.
• Knowledge of budgeting, financial tracking, and resource management

Key Success Criteria

• Delivery of accurate, timely, and insightful reports to drive informed decision-making.
• Establishment of efficient, automated reporting processes that minimise manual effort.
• Positive feedback from stakeholders on the usability and clarity of reports
• Proactive identification of risks, trends, or opportunities through portfolio analysis.
• Positive stakeholder feedback on Project Investment Committee data analysis and recommendations

Qualifications & Experience

Essential:

• 3-5 years’ experience working in a data analytics field
• 2–3 years of experience working in a PMO
• Proven experience working in cross-functional teams and matrixed environments.

Preferred:

• Relevant Qualifications
• Certifications in project management (e.g., PMP, PRINCE2) or data analysis tools (e.g., Power BI, Tableau) are advantageous.
• Familiarity with Enterprise Portfolio Management Tools and systems.

Role Requirements

• Willingness to travel, if required