Contract: Initial three months, with monthly extensions up to a maximum of six months.

Working pattern: Full-time for the first two weeks, then three days per week

An independent private wealth business is seeking an experienced portfolio professional to establish and run its portfolio office, supporting the delivery of three strategic, group-wide initiatives.

This is a hands-on opportunity combining portfolio governance, reporting and practical project delivery. You will work closely with senior sponsors to maintain momentum, resolve delivery challenges and build an effective approach that can be handed over to an internal team.

About you

You will have experience leading a portfolio office, PMO or transformation office within regulated financial services. Experience in trust, fiduciary services, fund administration or wealth management is strongly preferred.

You will be comfortable producing reports and governance materials yourself, working with directors and Boards, and holding senior stakeholders to account. A track record of delivering interim assignments and transferring ownership to internal teams is important.

Relevant project or portfolio management qualifications are desirable but not essential. Knowledge of anti-money laundering and regulatory change would be an advantage.