Portfolio Manager - #1718228

Lorien


Date: 6 hours ago
City: Edinburgh
Contract type: Full time
Work schedule: Full day
Lorien

Role: Portfolio Manager

Our leading Financial Services client is looking for a Portfolio Manager to join their Edinburgh team for a 12-month initial contract.


Key Responsibilities:



  • Provide financial oversight across a portfolio of change initiatives, including budgeting, forecasting, and tracking spend against plan.

  • Use Excel confidently to manage and analyse financial data, supporting reporting and decision-making.

  • Collaborate with programme and project managers to ensure financial governance and alignment with strategic objectives.

  • Support portfolio-level reporting, risk management, and resource planning.

  • Engage with stakeholders across finance, change, and delivery teams to ensure accurate and timely updates.

  • Contribute to continuous improvement of portfolio management processes and tools.


Required Skillsets:



  • Strong working knowledge of Excel - comfortable with formulas, data manipulation, and reporting (expert-level not required).

  • Experience in a finance-related role, with exposure to budgeting, forecasting, and financial tracking.

  • Previous experience managing or supporting change portfolios is beneficial.

  • Excellent organisational skills and attention to detail.

  • Strong communication and stakeholder engagement skills.

  • Experience working in banking or financial services is essential.

  • Previous experience with NatWest is desirable but not required.


Location: Edinburgh (hybrid working - approx. 2 days per week in the office)


Contract Details:


  • Duration: 12 months

If this is of interest, please submit your CV.


Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an Employment Business in relation to this vacancy.


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