Join our Investment Planning team and play a key role in shaping and managing the Society's strategic investment portfolio. Working at the heart of the investment lifecycle, you'll help coordinate annual planning activities, support portfolio prioritisation, and ensure investment decisions are informed by high-quality data, insight and governance. This is a fantastic opportunity to gain exposure to senior stakeholders across Technology, Operations, Finance, Risk and Change Delivery, whilst developing a broad understanding of how strategic investments are planned, governed and delivered. You'll combine analytical thinking, stakeholder engagement and sound judgement to help ensure our investment portfolio remains affordable, achievable and aligned to our strategic priorities. You'll also help manage in-year investment demand and change control activity, providing the insight and governance needed to support effective decision-making at Executive and Board level. We are happy to consider flexible working approaches to help you perform at your best. This is a 9 month secondment opportunity. At Nationwide we offer hybrid working wherever possible. More rewarding relationships are supported through our hybrid approach, bringing colleagues together across our UK wide estate, whilst also supporting generous access to home working. We value our time in the office to solve problems, to learn, and to feel connected. For this role, you'll be based at your nearest regional office or hub. We value time spent together to connect with colleagues for collaboration so there will be a regular requirement to attend our Swindon site approximately once per quarter. If you are based at an office location, you'll be expected to meet our hybrid working requirement of at least two days a week, or 40% of your working time if part-time, in the office. If you’re based at our Glasgow office, this will apply from 1 April 2027 and ahead of that there will be a need to regularly connect with colleagues for collaboration events. If your application is successful, your hiring manager will provide further details on how this works. Nationwide is committed to the redeployment of our employees impacted by change, as such applications for redeployment candidates will be prioritised in this recruitment process. If you’re a colleague on long-term absence (for example, on parental leave) or a temporary worker, please use your personal email address to submit an application. RESPONSIBILITIES Working closely with stakeholders across Change, Finance, Technology and the wider business, you will coordinate key activities throughout the investment planning and governance lifecycle, helping to shape an investment portfolio that delivers against strategic objectives. You'll analyse portfolio, financial and planning data, transforming complex information into clear insights, recommendations and governance materials that support Executive and Board-level decision making. You will support senior governance forums by facilitating discussions and providing the insight required to inform investment decisions, priorities and trade-offs. In addition, you'll manage in-year investment demand and change control activity, ensuring new investment requests are appropriately assessed, prioritised and aligned with agreed funding, capacity and strategic objectives. A key aspect of the role will be maintaining the integrity of the central change portfolio data, ensuring portfolio structures, investment information and governance records remain accurate, up to date and aligned with approved decisions. This will provide a trusted source of information for reporting, governance and strategic decision making across the organisation. About you As a minimum requirement, you’ll have: • Experience in portfolio management, PMO, investment governance, finance, business planning or change management within a large and complex organisation • Proven experience supporting investment planning, prioritisation or governance processes involving multiple stakeholders and competing priorities • Analytical skills, with experience interpreting complex portfolio, financial or planning data and translating this into clear insights and recommendations • Experience producing high-quality reporting, presentations and governance materials for senior leadership audiences • Excellent stakeholder management skills, with the ability to build trusted relationships, influence discussions and provide constructive challenge • Organisational skills, with the ability to manage multiple priorities and deliver high-quality outputs to demanding timescales • Experience identifying and implementing process improvements that enhance governance, planning effectiveness or operational efficiency Our customer first behaviours put customers and members at the heart of how we work together. They are the set of behaviours that every colleague needs to display, in every role: • Feel what customers feel • We step into our customers’ shoes, using their feedback and insights to empathise with them and to understand their needs, so that every decision we make starts and finishes with our customers in mind • Say it straight • We are brave in speaking out and saying what we think – we’re honest and direct with good intent, openly sharing diverse perspectives to reach the best conclusions and using language everyone can understand • Push for better • We don’t settle for mediocrity, we challenge the status quo, taking responsibility for continuous improvement and personal development • Get it done • We prioritise what will have the greatest impact, we are decisive, and we take accountability for delivering brilliant customer outcomes You can strengthen your application by showing how our customer first behaviours resonate with you, and where you may have already demonstrated these. QUALIFICATIONS The extras you’ll get There are all sorts of employee benefits available at Nationwide, including: * 25 days holiday, pro rata • Private medical insurance • A highly competitive pension to help you build a strong foundation for retirement • Access to an annual performance-related bonus • Training and development to help you progress your career • A great selection of additional benefits through our salary sacrifice scheme • Life assurance to provide peace of mind for you and your loved ones in the event of your death • Wellhub – access to a range of free and paid options for health and wellness • Up to 2 days of paid volunteering a year Banking – but fairer, more rewarding, and for the good of society We forge our own path at Nationwide. As a mutual, we’re owned by our members - those customers who bank, save or have a mortgage with us. We challenge the financial sector status quo. We don’t see customers as the engine of our own profit. We share our profits with them and put their needs first. Always there when they need us. Supporting them and their lives. If you’re inspired by fairer finances, passionate about making a meaningful impact, and truly care about our customers, you’re one of us. At Nationwide, you are challenged to grow and rewarded for doing so. Valued. Recognised. Inspired to be your best. As a community, we want our working lives to count. As a team, we celebrate what we achieve. As a standard-setter, we work for the good of customers, communities, and broader society. We are purpose-driven. Uncompromisingly customer. Unstoppably Nationwide. What to do next If this role is for you, please click the ‘Apply Now’ button. You’ll need to attach your up-to-date CV and answer a few quick questions for us. We respond to everyone, so we will be in contact shortly after the closing date to let you know the outcome of your application. Keeping your data and personal information confidential is important to us. To find out more about how we use and process your data, please read our Privacy policy [https://nationwide-jobs.co.uk/privacy]. If you want to find out more about using AI in our recruitment process, please read more here [https://nationwide-jobs.co.uk/help-and-support]. Disability Confident We’re not just guided by data, we’re driven by the real experiences of our people. We’re a Disability Confident Level 3 Leader, the highest level. That’s why we’re constantly evolving our policies and practices to make sure everyone feels genuinely supported, valued, and empowered to champion inclusion. Whatever your needs, we’re here to support you. If you need any additional support throughout your application journey, email our team at Recruitment Support [Recruitment.Support@nationwide-jobs.co.uk]. Apply safely with Nationwide Recruitment scams can look convincing, so take a moment to check the role is listed on our official careers site and read our guidance on Don’t be conned by a job scam. [https://www.nationwide.co.uk/news-and-stories/job-scams/] The hiring manager for this role is Kristofer Leyden, and the main recruitment contact is Anoop Gosai.

Manager Portfolio Management and Operations