MUFG

Global bank offering diversified financial services

Portfolio Manager - Transformation

Program ManagementConfirmed live in the last 24 hours

Full-timeAustraliaNo salary listed

About the Job

Requirements

At least 7 years in portfolio, program, or project management roles with increasing scope and complexity.
At least 3 years managing portfolios in transformation, technology, or business change environments.
Demonstrated experience managing complex, interdependent initiatives with multiple stakeholders.
Proven experience leading technology transformation and platform implementation programs.
Experience with agile transformation and modern delivery methodologies.
Expert knowledge of portfolio management frameworks, tools, and methodologies.
Strong financial acumen, including business case development, investment analysis, and benefits tracking.
Deep understanding of technology platforms, such as customer relationship management, workflow orchestration, and artificial intelligence/machine learning.
Knowledge of digital transformation and automation technologies.
Proficiency in portfolio management tools such as Clarity, Planview, and ServiceNow Strategic Portfolio Management, and reporting platforms.
Familiarity with Agile frameworks including Scrum and Scaled Agile Framework; traditional project management including PRINCE2 and PMI; and program management including MSP and PgMP.
Bachelor's degree in Business, Technology, Finance, or a related field.
Candidates must have relevant work rights to be considered.
Successful applicants must complete background screening, including police checks and work history verification.

Responsibilities

Ensure adherence to portfolio governance frameworks, policies, and practices in alignment with organisational standards and regulatory requirements.
Develop and maintain portfolio strategy aligned with transformation objectives, business priorities, and client needs.
Act as the governance focal point for the portfolio, managing relationships with investment councils, steering committees, and executive sponsors.
Ensure transformation initiatives align with the target operating model and technology roadmap.
Manage demand management and strategic alignment of initiatives; portfolio categorisation, evaluation, and prioritisation; resource capacity planning and allocation; execution tracking and benefits realisation; and portfolio-wide risk and dependency management.
Conduct quarterly portfolio reviews with senior stakeholders to validate priorities, assess performance, and reprioritise as business needs evolve.
Optimise portfolio composition to balance strategic objectives, risk tolerance, resource constraints, and value delivery.
Provide portfolio reporting on health status, milestone achievement, financial performance, risk exposure, and benefits tracking.
Lead deep-dive reviews of challenged initiatives and recommend continuation, rescoping, pausing, or termination.
Develop and maintain portfolio dashboards, metrics, and key performance indicators to enable data-driven decision-making.
Track transformation benefits realisation and report on strategic value delivery.
Coordinate dependencies and integration points across initiatives within the portfolio and with other portfolios.
Facilitate resolution of conflicts, competing priorities, and resource constraints across the portfolio.
Partner with transformation leads, technology teams, and business stakeholders to ensure cohesive delivery.
Coordinate closely with Product, AI and Automation, and Omnichannel transformation leads.
Ensure availability of required skills, competencies, and resources across portfolio initiatives.
Identify capability gaps and coordinate with human resources and training teams to address skill development needs.
Optimise resource utilisation across the portfolio, managing allocation to maximise value delivery.
Direct the development and maintenance of portfolio communication plans and stakeholder engagement strategies.
Facilitate portfolio steering committees and governance forums.
Build and maintain relationships with senior leaders, delivery teams, and enabling functions.
Act as escalation point for portfolio-level issues and decisions.
Drive portfolio management maturity through process improvement, tool optimisation, and best-practice adoption.
Capture and share lessons learned across the portfolio to enhance future delivery.
Champion innovation and new ways of working within the portfolio.

Desired Qualifications

Experience in financial services, superannuation, or highly regulated industries is highly desirable.
Professional certifications such as SAFe Portfolio Manager, PgMP, and TOGAF are highly regarded.
Post-graduate qualifications in a relevant field are advantageous.

Overview

Reporting to the Head of Enterprise Delivery & Agility, the Portfolio Manager, Transformation is accountable for a portfolio of strategic investments and initiatives that drive organisational transformation and value delivery. This role ensures portfolio alignment with business objectives, optimal resource allocation, and successful delivery of outcomes across complex, interdependent programs.

The Portfolio Manager, Transformation focuses on major transformation initiatives including technology platform implementations (e.g., CRM, Workflow, AI/ML), process automation, and capability uplift programs. This role drives the strategic change agenda, ensuring transformation initiatives deliver intended benefits and enable the organisation's evolution to a modern service provider.

Key Accountabilities and main responsibilities

Portfolio Strategy & Governance

Ensure adherence to portfolio governance frameworks, policies, and practices in alignment with organisational standards and regulatory requirements
Develop and maintain portfolio strategy ensuring alignment with transformation objectives, business priorities, and client needs
Act as the governance focal point for the portfolio, managing relationships with investment councils, steering committees, and executive sponsors
Ensure transformation initiatives align with target operating model and technology roadmap

Portfolio Management & Optimisation

Manage all aspects of the portfolio lifecycle including:

Demand management and strategic alignment of initiatives
Portfolio categorisation, evaluation, and prioritisation
Resource capacity planning and allocation
Execution tracking and benefits realisation
Risk and dependency management across the portfolio

Conduct quarterly portfolio reviews with senior stakeholders to validate priorities, assess performance, and reprioritise as business needs evolve
Optimise portfolio composition to balance strategic objectives, risk tolerance, resource constraints, and value delivery

Performance Management & Reporting

Provide comprehensive portfolio reporting including health status, milestone achievement, financial performance, risk exposure, and benefits tracking
Lead deep-dive reviews of challenged initiatives, providing recommendations for continuation, rescoping, pausing, or termination
Develop and maintain portfolio dashboards, metrics, and KPIs to enable data-driven decision-making
Track transformation benefits realisation and report on strategic value delivery

Coordination & Integration

Coordinate dependencies and integration points across initiatives within the portfolio and with other portfolios
Facilitate resolution of conflicts, competing priorities, and resource constraints across the portfolio
Partner with transformation leads, technology teams, and business stakeholders to ensure cohesive delivery
Coordinate closely with Product, AI & Automation, and Omnichannel transformation leads

Capability & Resource Management

Ensure availability of required skills, competencies, and resources across portfolio initiatives
Identify capability gaps and coordinate with HR and training teams to address skill development needs
Optimise resource utilisation across the portfolio, managing allocation to maximise value delivery

Stakeholder Engagement & Communication

Direct the development and maintenance of portfolio communication plans and stakeholder engagement strategies
Facilitate portfolio steering committees and governance forums
Build and maintain strong relationships with senior leaders, delivery teams, and enabling functions
Act as escalation point for portfolio-level issues and decisions

Continuous Improvement

Drive portfolio management maturity through process improvement, tool optimisation, and best practice adoption
Capture and share lessons learned across the portfolio to enhance future delivery
Champion innovation and new ways of working within the portfolio

The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.

Experience & Personal Attributes

Essential Experience

7+ years in portfolio, program, or project management roles with increasing scope and complexity
3+ years managing portfolios in transformation, technology, or business change environments
Demonstrated experience managing complex, interdependent initiatives with multiple stakeholders
Proven experience leading technology transformation and platform implementation programs
Experience with agile transformation and modern delivery methodologies
Experience in financial services, superannuation, or highly regulated industries highly desirable

Technical Skills

Expert knowledge of portfolio management frameworks, tools, and methodologies
Strong financial acumen including business case development, investment analysis, and benefits tracking
Deep understanding of technology platforms (e.g., CRM, workflow orchestration, AI/ML)
Knowledge of digital transformation and automation technologies
Proficiency in portfolio management tools (e.g., Clarity, Planview, ServiceNow SPM) and reporting platforms
Familiarity with multiple delivery methodologies including:

Agile frameworks (Scrum, SAFe)
Traditional project management (PRINCE2, PMI)
Program management (MSP, PgMP)

Leadership & Personal Attributes

Exceptional leadership skills with ability to influence without direct authority
Strategic thinking with ability to balance big-picture vision with detailed execution
Outstanding communication skills, able to engage effectively from operational teams to C-suite executives
Superior client relationship management skills with ability to manage fund client expectations
Strong analytical and problem-solving capabilities with data-driven decision-making approach
High emotional intelligence and stakeholder management skills
Resilient and adaptable, able to navigate ambiguity and manage competing priorities
Collaborative mindset with ability to build consensus across diverse stakeholder groups

Qualifications

Bachelor's degree in Business, Technology, Finance, or related field
Professional certifications highly regarded (e.g., SAFe Portfolio Manager, PgMP, TOGAF)
Post-graduate qualifications in relevant field advantageous

Some of our Employment Benefits

FlexiWorks – enabling our employees to work in the office and at home
Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
Talent Referral Program
Salary Sacrificing via Superannuation
Employee Assistance Program
Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft
Novated Car Leasing

Culture at MUFG Pension & Market Services
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

How to apply

Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.

Background Checks

Please note that all successful applicants are required to undergo background checks that include Police Checks and Work History Verification.

About the Company

MUFG

Global bank offering diversified financial services

MUFG is a major global financial group that provides a wide range of banking and financial services, including commercial and trust banking, securities, credit cards, and asset management. Its products are delivered through a network of domestic and international banks, digital platforms, and financial advisers, offering loans, deposits, payments, investment services, and asset management. MUFG stands out due to its size and scale as one of the world’s largest financial groups, its diversified offerings across banking and securities, and its strong international presence (notably expanding in the U.S. after investing in Morgan Stanley in 2008). Its goal is to support economic growth worldwide by expanding its global footprint and promoting sustainable finance.

Company size: 10,001+
Company stage: IPO
Headquarters: Tokyo, Japan
Founded: 2006

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