Delivery Portfolio Manager, Investments

Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders

Closing date: 26th June 2024

Please note Rest does not accept speculative resumes from recruitment agencies

About Us

Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds.

We support nearly two million members, with around $75 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome.

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

About the Job

Key Accountabilities/Responsibilities

Summary

• Responsibility to plan and execute one or more change portfolios that enable planned benefits and meets the portfolio objectives and key success criteria including cost, quality, risk, schedule, scope and satisfaction parameters including the co-ordination of sub programs and initiatives, portfolio level risks, issues and dependencies and compliance to the standard project management methodology at Rest.
• Leading, managing and developing a team of program and project managers assigned to the portfolios including performance management, career development and quality oversight.
• Work with our key internal and external partners to provide safe, efficient and effective portfolio management services, proactively manage our key PD stakeholder relationships including sponsors and the executive leadership team.
• First point of contact for the portfolio sponsors and their delegates related to all things portfolio delivery including new initiative planning and resource engagement.
• Support integrated project management capability uplift including the PM Practice, as well as PD business unit management including risk and interdependency management
• Work with Sponsors to establish the ongoing cadence of portfolio management
• Support the portfolio teams and key stakeholders to collaboratively define and prioritise the portfolio roadmaps
• Monitor, report and communicate the mobilisation, delivery and performance of the portfolios across the key delivery levers: outcomes, benefits, measures of success, portfolio finance, resourcing and risk.
• Identify, escalate and expedite initiative and portfolio impediments
• Identify, report and communicate dependencies between initiatives within and outside the portfolios
• Collate key initiative and portfolio measures of success.

Delivery Lifecycle

• To assist the Head of Project Management Practice to embed adoption of the Delivery Lifecycle and its associated processes and collateral
• To ensure key stakeholder and portfolio team members have adequate support through the Delivery Lifecycle, to leverage that appropriate governance and guardrail requirements and proceed through the approvals process
• To support stakeholders within your portfolios, by compiling and assisting in the creation of the collateral inputs for the executive leadership team prioritization sessions.
• Assist the Finance team and delivery leads with portfolio and initiative financial management and reporting on budget, actuals, run rate and other financial KPIs at a portfolio level.
• Assist portfolio stakeholders with the management of financials
• To work with the Portfolio Delivery and Risk and Compliance teams to maintain a holistic portfolio view of delivery and delivered risk
• To support portfolio stakeholders by providing a clear view of initiative and delivered risk
• Assist portfolio stakeholders with workforce planning and the design of future operating models, by providing data and insights into portfolio resource requirements and capacity planning.

Initiative Governance

• To provide feedback and input into standard initiative governance, including standard templates, policies and procedures.
• To participate in the Project Management Practice to adopt standardised initiative governance.
• To ensure portfolio stakeholders experience consistent engagement models with shared services teams and project teams.

Delivery Team Management

• Assist the Practice Managers in hiring and support any required contract Project Management resources required for specific initiatives within your portfolios.

Program Management

Delivery

• Manage initiatives under the portfolios, from initiation through to closure, to ensure that initiatives are appropriately structured to achieve the maximum chance of success (time, budget, scope, quality). Ensure efficient and timely monitoring and reporting to required stakeholders
• Manage the preparation of portfolio cost estimates for gating submission/funding approval, and subsequently manage and report portfolio finances against agreed costs, to; maximise operational efficiency, optimise the cost / benefits of resource mix, forecast and manage the cost impacts of scope change

Benefit and Measures of Success Management

• Monitor benefits and Measures of Success against at a portfolio level and ensure all goal team members are informed and involved. Awareness of dependences between the initiatives within the portfolio teams and across external portfolios and their benefits and actively managing these in liaison with the impacted Rest business units and portfolio teams.

About You:

Qualifications

• Tertiary qualifications in technology, project management or relevant business discipline
• Project management certification

Required experience, understanding or credentials including:

• Demonstrated experience in program management and leadership experience in financial services industry delivering similar portfolios size $5-10m and portfolios related business change
• Experience in project management or other technology related discipline
• Experience and training in agile and waterfall delivery approaches
• Investments Portfolio Mgr. only: investments ecosystem and operating model knowledge is a must

Our benefits have been designed so you can tailor your experience with us and include:

• Personal and professional development opportunities
• Purchase leave scheme and gender neutral 16 weeks paid parental leave
• Super Contribution Continuation for 12 Months of parental leave
• Meeting free breaks (Rest Stops)
• Income Protection Insurance
• Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours)

If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now.

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.

We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.

Please note only people with the right to work in Australia will be considered.

*Funds under management as at 30 June 2023. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.

Rest will review applications prior to the closing date and may close the role earlier