Job Description
Company Description
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.
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Job Description
The Portfolio Management Office (PMO) owns the establishment and oversight of Portfolio, Project and Change Initiative governance and delivery frameworks, policies and procedures. It is the operational arm of the Investment Review Committee (IRC), providing day-to-day decision, reporting and portfolio/programme/project management support.
The PMO Officer – SA will have the opportunity to collaborate, build and succeed as part of a team of high performing professionals, and the ability to share challenges and rewards that come from working with a dynamic group of entrepreneurial thinkers who come from diverse background and fields of specialty with a passion for growing business.
Role Summary
Within the PMO team, the PMO Officer – SA helps to establish and promote best practices and use of a standardized approach to governance, delivery and reporting of change across the organization. This role supports the PMO Lead in producing and maintaining micro/macro-oversight and governance level processes and outputs:
- Micro level: Portfolio oversight, governance and monitoring. Provide transparency by reporting statuses, financials and necessary escalations to the Business Operating Committee (BOC) and IRC on a monthly basis, along with a variety of ad hoc reporting
- Macro level oversight: Coordinate project portfolio dependencies, finances, reporting and communication at macro level to ensure cohesiveness and transparency
Roles and Responsibilities entail:
Governance: help establish guidelines, templates, learning, standards and policies for change across the organization to ensure consistency and best practices
Administer and maintain the PMO project portfolio, ensuring accurate setup, data quality, and adherence to portfolio governance standards.
Provide ongoing governance oversight by upholding PMO methodologies, templates, standards, and approval workflows across all activities in the portfolio.
Produce timely, high‑quality reporting consolidating project performance, risks, financials, and key indicators.
Monitor project health and delivery progress, validating status updates, monitoring early warning signs, and assessing overall portfolio integrity.
Coordinate project lifecycle compliance, ensuring Initiation, Business Case, Stage Gates, and Closeout activities follow established frameworks.
Support dependency, risk, and issue management, ensuring consistent tracking, analysis, documentation, and escalation where required.
Work closely with Project Managers to validate schedules, budgets, resource needs, and forecasts, promoting transparency and accountability.
Act as Smartsheet Subject‑Matter Expert, owning administration, configuration, dashboards, automation, reporting structures, and continuous enhancement of PMO tooling.
Facilitate cross‑team communication and alignment, ensuring impacted functions (Finance, Risk, Technology, Operations, etc.) remain coordinated.
Support resource planning and capacity management, including utilisation tracking, forecasting, and alignment with portfolio priorities.
Identify and implement improvements across PMO processes, data workflows, reporting standards, and operational efficiency initiatives.
Promote PMO best practices and delivery excellence, acting as a trusted partner to stakeholders and supporting change adoption for tools and processes.
Qualifications
Education Requirements
- Bachelor’s degree in Commerce, Business Management, Economics, or a related field.
- Professional certifications such as PMP, PRINCE2, CAPM, or equivalent are considered an asset.
Professional Experience
- 2–4 years of experience in PMO, Project Management, Project Coordination, Project Control, Consulting or Business Analysis roles.
- Experience in portfolio reporting, data consolidation, and insight generation.
- Strong understanding of the project lifecycle, governance frameworks, and PM standards (PMBOK, PRINCE2, Agile).
- Experience in a financial services or professional services environment is a plus.
Functional & Technical Skills
- Smartsheet expertise (hands‑on experience in building reports, dashboards, automated workflows, and portfolio structures).
- Strong proficiency in Microsoft Office (Excel, PowerPoint, Word) and MS Visio.
- Good understanding of financial processes such as budgeting, forecasting, and project financial tracking.
- Ability to analyse and synthesize large volumes of information into concise, decision‑oriented reports.
- Understanding of project governance, PMO methodologies, and portfolio oversight practices.
- Experience with Power BI and/or PowerAutomate (data modelling, dashboards, visuals, workflows) is considered an advantage.
Soft Skills
- Excellent communication (written & verbal) and stakeholder‑management skills.
- High level of organisation and attention to detail.
- Ability to manage multiple priorities in a fast‑paced, global environment.
- Resilience, adaptability, and calmness under pressure.
- Strong collaboration skills and ability to influence without direct authority.
Additional Information
What’s in it for you to join MUFG Investor Services?
Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus.
So, why settle for the ordinary? Apply now for your next Brilliantly Different opportunity.
We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.
