Portfolio Manager & Project Delivery Standards

Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 160 clients in 35 countries. We are an industry-leading provider of wealth management technology and services for financial institutions around the world, including private banks and wealth managers, investment managers, as well as retail and neo banks. Our research led approach and continual innovation is powered by the passion and creativity of our colleagues.

We are always looking for talented people to join us on our mission to orchestrate the financial ecosystem and democratize access to wealth management. Avaloq offers the opportunity to work closely with some of the world’s leading financial institutions as we jointly develop and shape careers. Championing a collaborative, supportive and flexible work environment empowers our colleagues to reach their full potential.

Portfolio Management

• Own and oversee the Project Delivery portfolios for Region Europe, ensuring transparency, consistency, and financial control across all projects

• Manage, review, and challenge the financial forecasts for all projects within the regional portfolios, ensuring accuracy and alignment with approved budgets

• Coordinate and drive regular forecast update cycles, including formal requests and follow-ups with Program managers and KAM

• Prepare and lead dedicated review meetings with Program Managers, KAM and Financial Controllers to assess project outlooks, forecast evolution versus budget, and the status of invoices and contracts

• Ensure alignment between Jira data and financial forecasts, identifying discrepancies and driving corrective actions where required

• Define, prepare, and maintain regional reporting for:

• Region Status Meetings with the Delivery Head

• Monthly Delivery and Financial Review meetings with Regional and Delivery Heads and Finance Controlling

• Contribute to the identification, assessment, and reporting of delivery risks for Region Europe, providing inputs to the Risk Committee

• Review the external request process

• Verify the quality of the PSR (Project Status Report) content before any Weekly Project Status Meetings

Delivery Standards 

• Define and maintain Project Delivery standards, including processes, templates, and tooling, to ensure harmonized ways of working across the organization. This includes designing and documenting new processes using BPMN, leveraging in-depth knowledge of Avaloq internal processes, and proactively addressing open points by coordinating and aligning with all relevant stakeholders involved in the respective activities

• Update and maintain the GIM and Adonis in line with newly defined delivery standards

• Lead and manage company-wide communication related to new or updated delivery standards, ensuring clarity and adoption across regions and functions

• Actively participate in the Terminology and Policy Board, contributing to the definition, alignment, and governance of delivery-related terminology and policies

Education & Certifications

• Academic Background: Master’s degree in Business Administration, Finance, Engineering Management, or a related field

• Professional Certifications: PMP (Project Management Professional), PfMP (Portfolio Management Professional), or Prince2 Practitioner is highly desirable

• Methodology: Formal training or certification in BPMN 2.0 (Business Process Model and Notation)

Professional Experience

• Portfolio Management: 5–8 years of experience in Project Portfolio Management (PPM) or PMO leadership within a large-scale, international organization

• Financial Acumen: Proven track record in financial controlling, budget management, and project forecasting. You must be comfortable "challenging" financial data and variance reports

• Industry Expertise: In-depth knowledge of Avaloq internal processes is a significant advantage (or mandatory, depending on your priority)

• Stakeholder Management: Extensive experience in coordinating and influencing Senior Management, Program Managers, and Financial Controllers

Technical Skills

• Project Tooling: Advanced proficiency in Jira (including Portfolio/Advanced Roadmaps) and Confluence

• Process Modeling: Hands-on experience with Adonis, Signavio, or similar BPM tools for documenting and maintaining delivery standards

• Data & Reporting: Advanced Excel skills (Power Query, Pivot Tables) and experience with BI tools (e.g., PowerBI, Tableau) to drive regional reporting

• Frameworks: Solid understanding of both Waterfall and Agile delivery methodologies

Soft Skills & Competencies

• Analytical Rigor: Exceptional attention to detail with the ability to reconcile discrepancies between operational data (Jira) and financial forecasts

• Communication Excellence: Ability to articulate complex process changes and delivery standards clearly to diverse audiences across different regions

• Quality Orientation: A "zero-defect" mindset regarding the quality of Project Status Reports (PSR) and documentation

• Languages: Full professional proficiency in English is required. Fluency in German is a strong asset for the European Region

We realize that managing work life balance is a challenge we all face in our daily lives and in order to support with this we are pleased to offer hybrid and flexible working for most of our Avaloqers to maintain work life balance and still continue our fantastic Avaloq culture in our global offices. 

In Avaloq we are proud to embrace diversity and understand the success of our business is built on the power of different opinions, we are whole heartedly committed to fostering an equal opportunity environment and inclusive culture where you can be your true authentic self. 

We hire, compensate and promote regardless of origin, age, gender identity, sexual orientation or any other fantastic traits that make us all unique, we have done our best to write this advert in an inclusive and neutral way. 

Please be aware that we will not accept speculative CV submissions for any of our roles from recruitment agencies, and any unsolicited candidate submissions will be exempt from any payment expectations.  

 

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