Value Management Office - Portfolio Support Analyst
About the role
About the Opportunity
Job Type: PermanentApplication Deadline: 29 May 2026
Title Value Management Office - Portfolio Support Analyst
Department GPS Value Management Office
LocationKingswood Fields, Surrey/Home - hybrid profile
Reports ToPortfolio Operations and Flow Lead
Level Level 5
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About your team
The Value Management Office (VMO) is a newly formed team within the Chief Administrator Office (CAO) and is responsible for the governance, strategy, planning and flow of change in the GPS change portfolio. The change portfolio is varied and constant with a broad scope supporting our customers, clients and colleagues in Global Platform Services (GPS). The VMO team are accountable for facilitating decisions, information and processes to enable the lean portfolio management for the GPS business.
About your role
The role ensures that VMO workflow runs smoothly and governance is effectively adhered to. The post holder is central to maintaining standards, documentation, and systems that enable the organization to realise, and report on, measurable value from its initiatives. They will work effectively with all stakeholders involved in change delivery to ensure alignment, feedback and a constant drive for improvement.
Key Responsibilities
- Facilitate the Lean Portfolio Management (LPM) process: Manage new and existing change initiatives through the Portfolio via LPM. Assess requests are in good order, aligned to strategic outcomes and demonstrate measurable value. Support assessment of initiaitives through the different LPM stages and engage with Initiative Owners to enable appropriate activity. Maintain Portfolio data, systems and controls which enable effective decision making and flow
- Documentation, Reporting & Tracking: Maintain user guides, process docs, and VMO SharePoint/knowledge bases. Produce dashboards and packs to support Portfolio Management, value and initiaitive tracking. Maximise our data to drive insight, efficiencies and decisions.
- Event Coordination: Support planning and execution of VMO events like Portfolio Syncs, Quarterly Planning Events and Strategic Reviews, providing valuable insights and feedback from across the Portfolio
- Process Improvement: Apply a constant and ongoing improvement approach to all VMO activity, identifying waste and blockers to flow and pace including opportunities for automation or AI.
- Portfolio Governance: Support alignment and adherence to Lean Portfolio Management and wider change frameworks; track actions and decisions; ensure VMO policies, templates and checklists are in place and maintained.
- Communication & co-ordination: Build relationship and network across the organisation to support in managing across the Portfolio; more formally, help with VMO communications and co-ordination of cross-functional inputs to build the VMO brand.
About you
You will bring a proactive, detail orientated approach to agile Portfolio Management and be adaptable in your approach. You will be comfortable with Portfolio management activities aligned both to change process and the utilisation of technology and data to achieve insights and outcomes. You will communicate effectively using this to build relationships and collaborate with diverse stakeholders. With experience in PMO, portfolio, or VMO environments, you have a solid understanding of project and programme lifecycles, and Agile delivery. You’re familiar with Agile and SAFe principles, value-based ways of working, and are proficient with tools that enable collaboration, automation, and agile ways of working.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Not the right fit? Search for Value Management Office jobs in Kingswood, AB
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
*Data as of 31 March 2021
Similar Jobs
Value Management Office - Portfolio Support Analyst
About the role
About the Opportunity
Job Type: PermanentApplication Deadline: 29 May 2026
Title Value Management Office - Portfolio Support Analyst
Department GPS Value Management Office
LocationKingswood Fields, Surrey/Home - hybrid profile
Reports ToPortfolio Operations and Flow Lead
Level Level 5
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About your team
The Value Management Office (VMO) is a newly formed team within the Chief Administrator Office (CAO) and is responsible for the governance, strategy, planning and flow of change in the GPS change portfolio. The change portfolio is varied and constant with a broad scope supporting our customers, clients and colleagues in Global Platform Services (GPS). The VMO team are accountable for facilitating decisions, information and processes to enable the lean portfolio management for the GPS business.
About your role
The role ensures that VMO workflow runs smoothly and governance is effectively adhered to. The post holder is central to maintaining standards, documentation, and systems that enable the organization to realise, and report on, measurable value from its initiatives. They will work effectively with all stakeholders involved in change delivery to ensure alignment, feedback and a constant drive for improvement.
Key Responsibilities
- Facilitate the Lean Portfolio Management (LPM) process: Manage new and existing change initiatives through the Portfolio via LPM. Assess requests are in good order, aligned to strategic outcomes and demonstrate measurable value. Support assessment of initiaitives through the different LPM stages and engage with Initiative Owners to enable appropriate activity. Maintain Portfolio data, systems and controls which enable effective decision making and flow
- Documentation, Reporting & Tracking: Maintain user guides, process docs, and VMO SharePoint/knowledge bases. Produce dashboards and packs to support Portfolio Management, value and initiaitive tracking. Maximise our data to drive insight, efficiencies and decisions.
- Event Coordination: Support planning and execution of VMO events like Portfolio Syncs, Quarterly Planning Events and Strategic Reviews, providing valuable insights and feedback from across the Portfolio
- Process Improvement: Apply a constant and ongoing improvement approach to all VMO activity, identifying waste and blockers to flow and pace including opportunities for automation or AI.
- Portfolio Governance: Support alignment and adherence to Lean Portfolio Management and wider change frameworks; track actions and decisions; ensure VMO policies, templates and checklists are in place and maintained.
- Communication & co-ordination: Build relationship and network across the organisation to support in managing across the Portfolio; more formally, help with VMO communications and co-ordination of cross-functional inputs to build the VMO brand.
About you
You will bring a proactive, detail orientated approach to agile Portfolio Management and be adaptable in your approach. You will be comfortable with Portfolio management activities aligned both to change process and the utilisation of technology and data to achieve insights and outcomes. You will communicate effectively using this to build relationships and collaborate with diverse stakeholders. With experience in PMO, portfolio, or VMO environments, you have a solid understanding of project and programme lifecycles, and Agile delivery. You’re familiar with Agile and SAFe principles, value-based ways of working, and are proficient with tools that enable collaboration, automation, and agile ways of working.
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Not the right fit? Search for Value Management Office jobs in Kingswood, AB
About Fidelity International
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
*Data as of 31 March 2021