Portfolio Analyst

One of the biggest bank here in the PH is recently opened a Portfolio Analyst role.

An exciting opportunity has arisen for a Portfolio Analyst to join a leading financial institution in Makati, supporting the transformation of core banking systems. This role is perfect for someone who thrives in a collaborative environment and is passionate about driving large-scale IT projects to success. You will play a pivotal part in ensuring seamless communication and coordination across multiple programme streams, working closely with senior leaders and diverse teams. The organisation offers flexible working opportunities, generous training programmes, and a supportive network that values your professional growth and well-being. If you are looking to make a meaningful impact on the future of banking technology while enjoying a nurturing workplace culture, this could be the ideal next step in your career.

• Be at the heart of a major core banking modernisation initiative, collaborating with experienced professionals across eight distinct programme streams to deliver transformative results.
• Enjoy flexible working opportunities and access to ongoing training, empowering you to develop your skills and advance your career within a supportive environment.
• Work in an inclusive team that values open communication, knowledge sharing, and personal development, ensuring you feel connected and appreciated every step of the way.

What you'll do:

As a Portfolio Analyst, you will immerse yourself in the day-to-day operations of a significant core banking modernisation effort. Your role will involve close collaboration with senior leadership as well as technical teams, ensuring that all aspects of programme delivery run smoothly. You will be responsible for facilitating clear communication between various streams, preparing essential documentation that keeps everyone informed, organising impactful workshops, and supporting both risk management and change initiatives. By contributing your expertise in project planning and process improvement, you will help drive successful outcomes for one of the most important technology transformations in the region.

• Assist the Portfolio Director with daily management tasks related to the core banking modernisation portfolio, ensuring all activities are aligned with strategic objectives.
• Facilitate effective communication and coordination among eight separate programme streams, fostering collaboration and shared understanding across teams.
• Support detailed programme planning by helping schedule activities, track progress against milestones, and ensure resources are allocated efficiently to meet deadlines.
• Prepare comprehensive documentation such as status reports, budget summaries, and meeting minutes to keep all stakeholders informed and engaged throughout each project phase.
• Organise workshops and create engaging communication content tailored for both internal and external stakeholders to promote transparency and alignment.
• Contribute to the development and implementation of robust programme management processes and tools designed to enhance productivity and successful outcomes.
• Play an active role in risk management by tracking issues, identifying potential risks early, and supporting the creation of effective mitigation strategies.
• Assist with change management initiatives by communicating changes clearly across the organisation and gathering valuable feedback from stakeholders.
• Collaborate closely with cross-functional teams to support project execution while maintaining high standards of quality and compliance.
• Continuously seek opportunities to improve existing processes, leveraging your analytical skills to recommend enhancements that benefit the entire portfolio.

What you bring:

To excel as a Portfolio Analyst in this environment, you will bring substantial experience managing complex IT projects—ideally within banking or financial services—and demonstrate an ability to coordinate multiple workstreams seamlessly. Your background should include hands-on involvement in large-scale transformation initiatives where attention to detail was critical. You will have honed your ability to communicate clearly with both technical experts and business stakeholders alike while producing high-quality documentation that supports decision-making. Your approach is grounded in empathy and collaboration; you thrive when working alongside others towards shared goals. A deep understanding of project planning methodologies combined with practical experience using industry-standard tools will set you apart. Familiarity with risk assessment techniques as well as change management best practices ensures you can contribute meaningfully at every stage of the portfolio lifecycle.

• 5-8 years of experience managing projects within large-scale IT environments, ideally within banking or financial services sectors.
• A proven track record leading project management efforts for complex IT banking projects in the Philippines or broader Asia market.
• Exceptional organisational abilities that enable you to manage multiple priorities simultaneously without compromising on quality or timelines.
• Excellent communication skills paired with strong interpersonal abilities that allow you to work effectively with colleagues at all levels of the organisation.
• Proficiency in using project management software and tools to plan, monitor, and report on project progress efficiently.
• Advanced analytical thinking combined with problem-solving skills that support effective project planning, execution, and monitoring activities.
• Experience preparing detailed documentation such as status updates, budget reports, meeting notes, or similar materials for diverse audiences.
• Familiarity with risk management practices including issue tracking and developing mitigation strategies within large programmes.
• Understanding of change management principles with experience supporting organisational change initiatives through clear communication and stakeholder engagement.
• Knowledge of core banking systems is highly desirable but not essential; willingness to learn new technologies is valued.

What sets this company apart:

This organisation stands out as one of the most respected names in Philippine banking—renowned for its commitment to technological advancement while maintaining a people-first culture. Employees enjoy access to flexible working arrangements designed to support work-life balance alongside generous training opportunities that encourage continuous learning. The company fosters an inclusive atmosphere where every voice is heard; teamwork is celebrated through regular knowledge-sharing sessions and open forums for feedback. With a focus on nurturing talent from within, staff are empowered to take ownership of their professional development while benefiting from supportive leadership dedicated to their success. The organisation’s dedication to innovation is matched only by its emphasis on community—making it an inspiring place for those who value connection as much as achievement.

What's next:

If you are ready to take your career forward by joining a collaborative team at the forefront of banking transformation, this is your chance!

Apply today by clicking on the link provided—your next rewarding challenge awaits.

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.