First Sentier Group
Technology Portfolio Manager
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Technology Portfolio Manager
THIS ROLE CAN BE BASED IN EDINBURGH OR LONDON
About the Role
This position reports to the Head of Technology Strategy & Planning and works across technology and business functions to oversee the portfolio of technology change initiatives. The Technology Portfolio Manager ensures that all Technology projects and programmes are identified, prioritised, and delivered in alignment with business strategy and the company’s technology roadmap.
The role exists to:
- Manage the end-to-end Technology planning process.
- Maintain the multi-year technology plan.
- Provide governance over technology investments and supplier engagements within the organisation.
This key role is pivotal in ensuring technology investments:
- Deliver measurable business value.
- Support regulatory compliance.
- Enable innovation for our global corporate client base.
- Actively manage delivery projects and backlogs where required.
About you
Your experience
Proven track record of IT portfolio or programme management within a technology organisation or similar business environment, with at least 5 years of experience managing IT projects or portfolios.
Demonstrated experience in:
- Strategic planning and budgeting for technology initiatives.
- Developing multi-year plans.
- Managing investment budgets.
Strong financial acumen with experience in:
- Benefits realisation.
- Value tracking.
Strong background in:
- Project management methodologies (e.g. Agile, Waterfall).
- Governance.
- Leading or overseeing multiple concurrent projects across their lifecycle.
Familiarity with:
- IT demand management.
- Assessing and prioritising proposals based on:
- Strategic fit.
- ROI.
- Resource availability.
Experience in:
- Stakeholder management (collaborating with senior business & technology leaders).
- Aligning priorities, reporting progress, resolving scope/resource conflicts.
Hands-on involvement in:
- Vendor management.
- Contract negotiations.
- Managing relationships with major technology vendors or service providers.
Excellent organisational and planning skills with ability to:
- Analyze portfolio data to derive insights.
- Identify:
- Risk profiles.
- Performance metrics to guide decision-making.
Proven ability to:
- Drive process improvements.
- Implement portfolio management tools or frameworks.
- Ensure transparency and accountability across an IT organisation.
Desirable
Experience managing technology and data portfolios in a regulated, global asset management environment.
Your skills
Strong understanding of:
- IT governance.
- Portfolio management tools (e.g. PPM software, project tracking systems).
- Techniques for:
- Tracking project performance and interdependencies.
Competence in:
- Financial analysis related to technology and data projects.
- Cost-benefit analysis.
- Value realisation tracking.
Familiarity with:
- Technology strategy & architecture principles.
- Effective communication with architects and technical leads regarding:
- Project alignment with technology architecture.
Understanding of Agile delivery environments & DevOps culture, including:
- Managing incremental delivery.
- Continuous improvement within a broader portfolio.
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Proficiency in:
- Risk management practices in project/portfolio contexts.
- Identifying and mitigating risks related to:
- Delivery.
- Technology.
- Suppliers.
- Identifying and mitigating risks related to:
- Data analysis.
- Excel (or other analytics tools) to manipulate project data.
- Presentation & reporting for clear executive portfolio updates.
Your day-to-day
- Oversee technology & data-driven change initiatives, ensuring alignment with the firm’s Technology Strategy, governance standards & analytics objectives.
- Manage the portfolio of technology change initiatives (projects & programmes) across the enterprise, supporting business objectives.
- Evaluate, select, and prioritise incoming Technology demand requests based on strategic alignment & value while maintaining a clear:
- Backlog overview.
- Prioritisation (in collaboration with stakeholders).
- Lead integration of Technology change initiatives ensuring cohesive delivery & alignment with the firm’s data governance framework.
- Own & execute the Technology planning process; develop & update the multi-year (e.g. 3-year) Technology Plan/roadmap aligned with:
- Business strategy.
- Budget constraints.
- Manage the technology change budget:
- Track & report on investment spend and benefits across the portfolio.
- Ensure initiatives are delivered within budget & resource capacity.
- Provide delivery oversight for non-BAU work by:
- Monitoring project execution (led by product & Scrum teams).
- Escalating identified risks, delays, or issues.
- Act as delivery lead (e.g. Project Manager, Scrum Master) assisting with:
- Shaping.
- Planning.
- Coordinating required delivery activities & resources.
- Implement & enforce portfolio governance standards including:
- Stage-gating.
- Resource allocation.
- Benefits tracking to improve:
- Execution consistency.
- Transparency.
- Ensure robust governance & risk management across all portfolio activities while:
- Identifying & mitigating risks related to:
- Delivery.
- Technology.
- Suppliers.
- Identifying & mitigating risks related to:
Additionally:
- Lead portfolio review meetings:
- With senior Technology and business leaders.
- To communicate status, risks, and performance of ongoing initiatives.
- Ensure clarity on portfolio health & outcomes.
- Build & maintain relationships with:
- Strategic technology and data suppliers.
- Oversee key vendor engagements & contract management.
- Ensure vendor performance supports portfolio delivery.
Act as a primary point of contact for enterprise demand management by:
- Coordinating with other Technology roles in capturing:
- Business needs.
- Developing well-scoped project proposals.
- Identify ways to optimise portfolio management, such as:
- Synergies between initiatives.
- Areas to de-prioritise.
- Recommend adjustments to maximise value delivery & strategic alignment.
- Champion continuous improvement in:
- Portfolio & change management.
- Tools/methodologies (e.g. Agile portfolio management, PMO best practices).
About us
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Powering possibilities
At First Sentier Group, we believe it is our responsibility to help clients achieve:
- The financial freedom they desire.
- Revealing unlocking a world of possibilities.
We support our distinct:
- Affiliate investment teams.
- To deliver meaningful investment outcomes.
By combining:
- Their specialist investment knowledge.
- Our global support.
We create an innovative & agile operating model designed to effectively respond to clients’ needs.
We pride ourselves on a client-centric approach, ensuring alignment across our purpose of enhancing clients’ potential and enabling better possibilities through:
- Optimisation of strategies.
- Service levels.
- Future development.
Better strategies. Better service. Better possibilities drive our success.
Our ability to deliver excellent client outcomes relies on:
- Culture.
- An efficient, sustainable & scalable business.
- Investing in people talent.
Guided by our:
- Vision.
- Purpose.
- Values.
Our commitment to operational excellence is reflected in our core principles:
- Care: We prioritise clients, society, and each other.
- Collaboration: We deliver the best solutions when working together.
- Openness: We embrace diverse perspectives and honest communication.
- Dedication: We strive to be experts in our respective fields.
Why work with us
Benefits
Working at First Sentier Group provides:
- Competitive pay & industry-leading benefits:
- Flexible working.
- Gender-neutral parental leave programme:
- 26 weeks’ paid leave in every region.
- Global collaboration opportunities.
- International mobility to build a career globally.
- Employee-driven charitable foundation:
- Donation-matching.
- Paid volunteer days.
- Learning & development opportunities, including:
- In-house training.
- External programs.
Corporate Sustainability
We are committed to:
- Sustainable economic & societal contributions by improving ESG standards.
- Reinforcing positon as responsible investors akin to investment target companies.
- Further details: Corporate Sustainability.
Diversity, Equity & Inclusion (DE&I)
We value a multi-faceted workforce where all employees bring distinct experiences, ideas, and perspectives. Our mission is fostering an inclusive, equitable culture.
Belief that such diversity:
- Leads to better outcomes for people and clients.
- Itsethics.
We provide equal employment opportunities disregarding categories protected by law including:
- Race.
- Religion.
- Sex, sexual orientation.
- Gender identity/expression.
- Disability.
- Age.
- Family status.
Adjustments
If any adjustments to the recruitment process are required, we encourage you to advise us promptly. No visa sponsorship is available for this role. For more details visit our website or follow us on LinkedIn.
We have been recognized as:
- An employer of choice for women by WORK180.
- A Disability Confident Employer.
- Member of the Business Disability Forum.
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Jessica, London
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