Digital portfolio analyst

Band 5 · Digital portfolio manager · 335 job evaluation points

UK GDaD PCF level: Digital portfolio analyst

Most often performed at Civil Service grade HEO or SEO.

A digital portfolio analyst supports the tracking, analysis and delivery of outcomes across a portfolio of digital projects. This role level may be called ‘associate digital portfolio manager’ in your organisation.
As you will be learning basic portfolio management skills, you will report to a more senior portfolio manager.

Contains public sector information from the UK Government Digital and Data Profession Capability Framework (https://understand-digital-data-roles-skills.service.gov.uk/), licensed under the Open Government Licence v3.0. © Crown copyright.

Responsibilities

Collect and check status, risk, finance, and benefits data from projects across the portfolio.
Maintain the portfolio register and dashboards, and spot gaps or inconsistencies in reporting.
Prepare papers and reports for portfolio governance boards.
Track assurance milestones, such as clinical safety sign-off and data protection impact assessments, across projects.
Support portfolio managers with prioritization and planning analysis.

Skills

Skill	Expected level	What this level means
Agile workingUK GDaD PCF	Awareness (1)	You can: show an awareness of Agile methodology and the ways to apply the principles in practice take an open-minded approach explain why iteration is important iterate quickly
Communicating analysis and insightUK GDaD PCF	Working (2)	You can: choose the appropriate medium to communicate findings shape and share communications relevant to the audience present analysis and visualisations in clear ways to both specialist and non-specialist audiences, with support give tactical recommendations based on your analysis and insight to inform decision making
Governance and assuranceUK GDaD PCF	Awareness (1)	You can: explain why governance and assurance is important follow governance and assurance processes, under supervision
PlanningUK GDaD PCF	Awareness (1)	You can: understand the importance of planning and forecasting show an awareness of the different ways to develop a plan
Stakeholder relationship managementUK GDaD PCF	Working (2)	You can: identify important stakeholders and communicate with them clearly and regularly tailor communication to stakeholders' needs and work with them to build relationships while meeting user needs build and reach consensus with stakeholders work to improve stakeholder relationships using evidence to explain decisions
Strategic thinkingUK GDaD PCF	Awareness (1)	You can: explain the strategic context of your work and why it is important support strategic planning in an administrative capacity
Understanding health and care servicesThis reference	Awareness (1)	You can: describe the main parts of the health and care system and the services the organization supports explain why patient safety and confidentiality matter in your work
Clinical risk managementThis reference	Awareness (1)	You can: explain how health IT systems can harm patients, for example through wrong, missing, or delayed information report a possible clinical safety issue through the right route
Information governance and data protectionThis reference	Awareness (1)	You can: follow the organization's rules for handling personal and health information recognize and report a data breach or near miss
Project managementThis reference	Awareness (1)	You can: explain the stages of a project and the main roles in it keep project records such as action logs

Typical qualifications and experience

A degree or relevant qualification, or equivalent experience of analysis or reporting.

Band 5 outline

Knowledge: Professional or technical knowledge, typically from a degree or equivalent experience.
Autonomy: Works to broad objectives within professional standards; plans own work.
Scope: Own professional work within a team or product.
Leadership: May guide and check the work of support staff and apprentices.
Accountability: Quality of own professional work.

Job evaluation (illustrative)

Factor	Level	Level summary	Points
Communication and relationship skills	4	Gives complex, sensitive, or contentious information needing persuasion, negotiation, or training skills, or highly complex information.	32
Knowledge, training, and experience	5	Expertise in a specialism, underpinned by theory or practical experience (degree level or equivalent).	120
Analytical and judgmental skills	3	Judgments on a range of facts or situations needing analysis or comparison of options.	27
Planning and organizational skills	2	Plans straightforward tasks or activities, some ongoing.	15
Physical skills	3	Developed skills needing speed or accuracy, such as advanced keyboard use.	27
Responsibility for patient and client care	1	Helps patients, clients, or relatives during incidental contact.	4
Responsibility for policy and service development	2	Implements policies for own area and proposes changes to its practices.	12
Responsibility for financial and physical resources	2	Handles cash or valuables, looks after equipment used by others, controls stock, or authorizes small payments.	12
Responsibility for people	1	Shows own work routines to new or less experienced colleagues.	5
Responsibility for information resources	4	Adapts or designs information systems to others' specifications, or runs information systems for a department as the main duty.	24
Responsibility for research and development	1	Carries out surveys or audits for own work; occasionally takes part in research or testing.	5
Freedom to act	3	Follows defined policies and procedures; work is managed rather than supervised.	21
Physical effort	2	Frequent sitting or standing in a restricted position, or occasional light to moderate effort.	7
Mental effort	3	Frequent concentration on unpredictable work, or occasional prolonged concentration.	12
Emotional effort	1	Rare exposure, or occasional indirect exposure, to distressing circumstances.	5
Working conditions	2	Occasional unpleasant conditions, frequent travel or outdoor work, or near-continuous screen use on most days.	7
Total (Band 5: 326 to 395)			335

The UK GDaD PCF places both the analyst and manager levels at HEO or SEO. This reference places the analyst at Band 5, because it is a learning level that reports to a portfolio manager, and the manager at Band 6, so the two levels are not in the same band.