Senior Portfolio Analyst

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Are you ready to drive transformation across a complex Digital and Data portfolio?
Are you passionate about aligning work programmes with strategic objectives and the realisation of benefits?
If so, continue reading to find out more about this fantastic opportunity to join HMRC.
At HM Revenue and Customs (HMRC) we make sure money is available to fund the UK's vital public services and assist people with targeted financial support.
Data Analytics Team (DAT) forms part of the Analysis function within HMRC's Risk and Intelligence Service (RIS) Directorate. DAT provides analytical expertise to policy and compliance partners across multiple business areas. We interrogate complex data to first understand it, and then to provide insight on compliance risks and shape new compliance capability.
DAT uses data analytics for a variety of tasks:
+ Identifying and predicting patterns of customer behaviour.
+ Identifying and prioritising risks to the tax system to inform strategic and tactical decision making.
+ Providing analysis and insight to help decision makers understand emerging trends and changes to customer bases.
The Portfolio Management Office (PMO) sits within the Data Analytics Team (DAT) reporting to the Head of PMO., As a Senior Portfolio Analyst, you will be responsible for overseeing a diverse digital, data and intelligence portfolio ensuring alignment with HMRC strategic objectives and compliance priorities, working in partnership with project teams and stakeholders to deliver high quality outcomes with defined benefits., + Establishing and maintaining governance frameworks for the delivery of projects across DAT, defining clear roles and responsibilities, aligning accountabilities with HMRC standard frameworks.
+ Monitor the effectiveness of governance frameworks, implementing change control to support continuous improvement.
+ Ensure visibility of project delivery through overseeing the Planning & Prioritisation function of DAT.
+ Accountable for monitoring the effectiveness of our Portfolio Management Application to track project delivery against key milestones.
+ Support the building of project delivery capability through assessment of organisational maturity, taking an enterprise approach to standard setting.
+ Support long term workforce planning through effective monitoring of resource utilisation and capacity planning.
+ Monitor project delivery performance through developing a suite of KPI's, utilising Power Bi for reporting internally within DAT Senior Management Team and meeting reporting requirements to RIS SLT.
+ Support project leads to track benefits through to realisation, ensuring alignment with the HMRC Benefit Management Framework., We acknowledge that AI can assist you in your application. Find our guidelines here.
Sift
At full sift your Personal Statement will be assessed, with the successful candidates being invited to interview.
We may also raise the score required at any stage of the process if we receive a high number of applications.
Interview
During the panel interview, you will be assessed on Experience, Behaviours and a Technical presentation. You will be asked to complete a 10 minute presentation covering an example where you have used your knowledge of portfolio management to critically assess the alignment of projects with the strategic objectives of an organisation.
Interviews will take place via video link.
Sift and interview dates to be confirmed.
Eligibility
Please take extra care to tick the correct boxes in the eligibility sections of your application form. We understand mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we will not be able to reopen your application for you. If you do make a mistake with your eligibility form, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk – Use the subject line to insert appropriate wording for example – ‘Please re-open my application – [insert vacancy ref] & vacancy closing date [insert date]’.
To check that you are eligible to apply for this role, please review the eligibility information before submitting your application.
Reserve List
A reserve list may be held for up to 12 months from which further appointments may be made for the same or similar roles – if this applies to you, we’ll let you know via your Civil Service Jobs account.
Criminal Record Check
Applications received from candidates with a criminal record are considered fairly in accordance with the DBS Code of Practice and the Recruitment of ex-offenders Policy.
Merit List
After interview, a single merit list will be created, and you will only be considered for posts in locations you have expressed a preference for. Appointments will be made in strict merit order in line with the set number of roles in each location.
Reasonable Adjustments
We want to make sure no one is put at a disadvantage during our recruitment process. To assist you with this, we will reduce or remove any barriers where possible and provide additional support where appropriate.
If you need a change to be made so that you can make your application, you should:
+ Contact the UBS Recruitment team via unitybusinessservicesrecruitmentresults@hmrc.gov.uk as soon as possible before the closing date to discuss your needs.
Complete the “Assistance required” section in the “Additional requirements” page of your application form to tell us what changes or help you might need further on in the recruitment process. For instance, you may need wheelchair access at interview, or if you’re deaf, a Language Service Professional.
Important information for existing HMRC contractual homeworkers
This role may be suitable for existing HMRC employees who are contractual homeworkers. Occasional attendance to the office will be required where there is a business need. Please consider the advertised office locations for this role when applying and only select locations from the ‘location preferences’ section that you can travel to.
Terms and Conditions
Customer facing roles in HMRC require the ability to converse at ease with members of the public and provide advice in accurate spoken English and/or Welsh where required. Where this is an essential requirement, this will be tested as part of the selection process.
HMRC has a presence in every region of the UK. For more information on where you might be working, review this information on our locations.
The Civil Service values honesty and integrity and expects all candidates to abide by these principles. The evidence you provide in your application must relate to your own experiences.
Any instances of plagiarism or other forms of cheating will be investigated and, if proven, the relevant application(s) will be withdrawn from the process.
Recording of interviews is prohibited unless explicit agreement is sought in line with the UK General Data Protection Regulations.
Questions relating to an individual application must be emailed as detailed later in this advert.
Applicants who are successful at interview will be, as part of pre-employment screening, subject to a check on the Internal Fraud Database (IFD). This check will provide information about employees who have been dismissed for fraud or dishonesty offences. This check also applies to employees who resign or otherwise leave before being dismissed for fraud or dishonesty had their employment continued. Any applicant’s details held on the IFD will be refused employment.
A candidate is not eligible to apply for a role within the Civil Service if the application is made within a 5 year period following a dismissal for carrying out internal fraud against government.
New entrants will join on the minimum of the pay band.
If you experience accessibility problems with any attachments on this advert, please contact the email address in the 'Contact point for applicants' section.
Feedback will only be provided if you attend an interview or assessment.

Security
Successful candidates must undergo a criminal record check.
People working with government assets must complete baseline personnel security standard (opens in new window) checks.

Nationality requirements
This job is broadly open to the following groups:
+ UK nationals
+ nationals of the Republic of Ireland
+ nationals of Commonwealth countries who have the right to work in the UK
+ nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities with settled or pre-settled status under the European Union Settlement Scheme (EUSS) (opens in a new window)
+ nationals of the EU, Switzerland, Norway, Iceland or Liechtenstein and family members of those nationalities who have made a valid application for settled or pre-settled status under the European Union Settlement Scheme (EUSS)
+ individuals with limited leave to remain or indefinite leave to remain who were eligible to apply for EUSS on or before 31 December 2020
+ Turkish nationals, and certain family members of Turkish nationals, who have accrued the right to work in the Civil Service
Further information on nationality requirements (opens in a new window)

Working for the Civil Service
The Civil Service Code (opens in a new window) sets out the standards of behaviour expected of civil servants.
We recruit by merit on the basis of fair and open competition, as outlined in the Civil Service Commission's recruitment principles (opens in a new window).
The Civil Service embraces diversity and promotes equal opportunities. As such, we run a Disability Confident Scheme (DCS) for candidates with disabilities who meet the minimum selection criteria.
The Civil Service also offers a Redeployment Interview Scheme to civil servants who are at risk of redundancy, and who meet the minimum requirements for the advertised vacancy.

Diversity and Inclusion
The Civil Service is committed to attract, retain and invest in talent wherever it is found. To learn more please see the Civil Service People Plan (opens in a new window) and the Civil Service Diversity and Inclusion Strategy (opens in a new window)., Appointment to the Civil Service is governed by the Civil Service Commission’s Recruitment Principles. You have the right to complain if you feel there has been a breach of the Recruitment Principles.
In the first instance, you should raise the matter directly via ubsrecruitmentcomplaints@hmrc.gov.uk. If you are not satisfied with the response, you may bring your complaint to the Commission. For further information on bringing a complaint to the Civil Service Commission please visit their website.

We are looking for someone with a strong understanding of portfolio management and a proven ability to apply industry-level standards across large, complex portfolios. The ideal candidate will have experience in prioritising initiatives to align with strategic objectives, as well as in gathering and presenting project delivery progress in management dashboards, using exception-based reporting where appropriate. You should be comfortable conducting assurance activities within a digital and data-driven portfolio, supporting decision-making and effective change control.
Essential Criteria
+ Management of Portfolio Practitioner, or willingness to work towards
+ Experience of Planning & Prioritising projects, ensuring alignment with strategic objectives
+ Experience of co-ordinating reporting and performance analysis at a project or Portfolio level
+ Experience of strategic workforce and capacity planning
+ Able to engage with and manage senior stakeholders across a complex network
+ An understanding of benefit Management and the implementation of benefit measurement standards, We'll assess you against these behaviours during the selection process:
+ Changing and Improving
+ Seeing the Big Picture

Technical skills
We'll assess you against these technical skills during the selection process:
+ Presentation

Alongside your salary of £44,110, HM Revenue and Customs contributes £12,778 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides.
HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.
We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.
+ Pension - We make contributions to our colleagues’ Alpha pension equal to at least 28.97% of their salary.
+ Family friendly policies.
+ Personal support.
+ Coaching and development.
To find out more about HMRC benefits and find out what it’s really like to work for HMRC hear from our insiders or visit Thinking of joining the Civil Service