Value & Performance Lead

About the Role
This position is pivotal in shaping the International Commercial Digital & AI portfolio, focusing on delivering optimal risk-adjusted returns. It involves providing an independent perspective to the Investment Committee regarding capital commitments based on the overall portfolio performance and risk profile. The role is integral in upholding the financial integrity of the investment process and collaborates closely with the GCA International Value & Measurement CoE to ensure measurement frameworks and evidence are rigorous and ready for decision-making.

Key Accountabilities

• Attach KPIs for each initiative evaluated by the Investment Committee, utilizing previously agreed measures aligned with the KPI Council and leadership cockpit.
• Collaborate with the GCA International Value & Measurement CoE to define and validate measurement frameworks for proposals, ensuring KPIs and methods are rigorous before approval.
• Establish budgets and expected financial impacts for each proposal, translating agreed KPIs into defensible financial values or documented impact scores.
• Base KPI targets and expected financial impacts on external evidence, such as competitive intelligence, quantitative benchmarks, and qualitative peer strategic insights.
• Oversee independent portfolio audits at three, six, and twelve months, evaluating whether initiatives meet agreed measures.
• Maintain a benefits ledger to track promised versus verified value, categorizing entries as verified, written off, not yet audited, or overdue.
• Own the portfolio risk-return assessment, analyzing expected and realized returns, risk concentration, near-term versus long-term value, and market exposures to identify areas of overexposure or underinvestment.
• Advise the Investment Committee on portfolio return improvements, making specific recommendations on investment increases, funding modifications, or cessation of funding.
• Execute portfolio scenario analyses to illustrate how allocation decisions impact return, risk, strategic coverage, and opportunity costs.
• Translate performance evidence into actionable capital reallocations based on audits and emerging opportunities.
• Assign risk to individual decisions and to the overall portfolio.
• Foster a strong working relationship with the GCA International Value & Measurement CoE, managing measurement frameworks, KPI standards, delivery, and the integration of insights into investment memos.
• Support capital and operating planning by building capital cases and monitoring funded initiatives against approved plans.
• Lead comprehensive program and project management efforts for value measurement and portfolio review, ensuring a structured approach to audits and decision documentation.

Decision Rights

• Partner with the GCA International Value & Measurement CoE to establish fixed measurement frameworks for proposals.
• Determine independent audit conclusions based on agreed frameworks.
• Conduct portfolio risk-return assessments and recommend allocation and funding adjustments, while the Investment Committee retains the authority for funding decisions.

Required Experience and Capabilities

• Significant experience in finance, portfolio analytics, corporate planning, performance management, or investment analysis, with additional experience needed for candidates lacking advanced degrees.
• Proven ownership of business cases or portfolio decisions audited for realized value.
• Strong financial acumen, with the ability to translate measurement evidence into capital allocation recommendations, defensible to senior stakeholders.
• Comfort with capital allocation at the portfolio level, considering risk-adjusted returns, allocation across categories, and opportunity costs.
• Ability to manage value at the portfolio level, evaluating business cases and their implications on funding choices.
• Experience working with measurement teams to understand measurement frameworks and independent portfolio assessments.
• Skilled in using internal performance data and external intelligence without overstating evidence precision.
• Independent thinker, capable of challenging claims lacking supportive evidence.
• Ability to navigate measurement and data governance structures for consistent input and reliable outcomes.
• Excellent communication skills to present complex financial analyses clearly.
• Experienced in influencing resource allocation decisions across diverse teams.

Flexibility
Aiming to create a flexible workplace culture that fosters work-life harmony and supports employees in achieving their best performance.

Equal Employment Opportunity
Commitment to cultivating a diverse and inclusive workforce that reflects the patients and communities served, thereby enhancing business success.

DisAbility Confident
Proud to be a Disability Confident Employer, committed to making reasonable adjustments to support applicant success and career growth.

The closing deadline for applications is end of day November 10th.