Senior PMO Tooling Analyst

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

APEX FUND SERVICES

Functional Title: Senior PMO Tooling & Automation Analyst

Department: PMO (Portfolio Management Office)

Employment Type: Permanent

About Apex

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With fifty offices worldwide and 12,000 employees upon the close of announced acquisitions, Apex delivers an extensive range of services to asset managers, capital markets, private clients, and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

We look to recruit bright, articulate, and numerate employees who are not afraid of a challenge. You are prepared to work hard, love what they do and be prepared to innovate.

Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes. Whatever your career path or specialism Apex provides a global platform to allow you to thrive.

About the Role

The Senior PMO Tooling & Automation Analyst will partner with PMO leadership, Portfolio Leads, Project Managers, Technology teams and business stakeholders to design, build and optimise tooling and automation that strengthens PMO control, improves portfolio visibility and reduces manual effort. The role will combine practical PMO experience with deep technical capability across Azure DevOps (ADO), Power BI, ServiceNow and the Microsoft Power Platform.

The role will own the design and continuous improvement of integrated PMO tooling solutions, including workflow automation, data integration, executive dashboards, governance controls and self-service reporting. The role holder will translate PMO requirements into scalable tools, establish technical standards and deliver reliable management information for portfolio decision-making.

The successful candidate will be a hands-on tooling and automation expert who can independently configure platforms, develop data models and dashboards, automate workflows, troubleshoot solutions and guide users. They will bring relevant experience delivering PMO technology solutions in a complex enterprise environment and will balance rapid improvement with appropriate data governance, security and change control.

Key duties and responsibilities

This role will sit within the central Enterprise PMO and support the wider PMO community. The role holder will lead the design, build, administration and adoption of PMO tools and automated solutions across Azure DevOps, Power BI, ServiceNow, Power Automate, SharePoint, Excel and related Microsoft technologies. Responsibilities include solution design, integration, reporting, data governance, documentation, training and continuous improvement.

The role will also provide expertise across the Microsoft ecosystem, train users, generate reports, analyse captured data to provide insight, strengthen data governance, leverage AI and other tools to drive efficiency and automation, and maintain key portfolio management information.

Data, Reporting & Insights

Portfolio Reporting, Dashboards & Executive MI

• •Design, build and maintain portfolio, programme and project dashboards for operational and executive audiences.
• •Develop decision-focused management information for governance forums and senior stakeholders.
• •Define standard KPI measures, reporting logic, drill-through views and reusable dashboard templates.
• •Provide actionable insight on portfolio health, delivery confidence, risks, issues, milestones, demand, capacity and dependencies.
• •Automate enterprise reporting cycles and implement controls that improve accuracy, consistency and timeliness.
• •Develop and maintain portfolio, programme and project reporting dashboards.
• •Produce high-quality management information for governance forums and senior stakeholders.
• •Implement standard reporting frameworks and KPI measures.
• •Provide insights on portfolio health, risks, issues, milestones and delivery performance.
• •Support enterprise reporting cycles, ensuring data accuracy and consistency. Governance & Process Implementation

PMO Tooling Solution Design & Administration

• •Act as the PMO subject-matter expert for Azure DevOps (ADO), Power BI and ServiceNow, with working knowledge of Power Automate, SharePoint, Excel and the wider Microsoft ecosystem.
• •Translate PMO and portfolio requirements into practical tool designs, workflows, data structures, dashboards and automated controls.
• •Configure and enhance Azure DevOps boards, work-item types, fields, states, queries, dashboards, permissions and portfolio reporting structures.
• •Configure or support ServiceNow workflows, forms, queues, approvals, notifications and reporting relevant to demand, project, change and governance processes.
• •Build semantic models, measures and interactive reports in Power BI using Power Query and DAX.
• •Establish tooling standards, release controls, user guidance and support arrangements.
• •Train and coach PMO and delivery users to improve adoption, data quality and self-service capability.
• •Administer and optimise the use of PMO tools (e.g. Azure DevOps/ADO, MS Project, Excel, Power BI, Power Automate, Sharepoint, CoPilot etc)

• •Lead on the generation of required PMO reports/insight required.
• •Develop automated dashboards and reporting solutions.
• •Support continuous improvement of PMO systems and processes.
• •Train new users of the various applications and tools as adopted by the PMO
• •Drive adoption of reporting best practices and tooling standards.
• •Maintain user guidelines and drive adoption

Data Quality, Controls & Governance

• •Monitor and improve data quality across Azure DevOps, ServiceNow, Power BI and connected PMO data sources.
• •Design automated validation rules, exception reports, reconciliation checks and data completeness controls.
• •Identify data gaps, duplicates, inconsistencies and reporting anomalies, and drive corrective action with accountable owners.
• •Define portfolio data standards, field definitions, ownership, access controls and governance processes.
• •Maintain reporting definitions, metric logic, lineage documentation and data dictionaries.
• •Monitor and improve data quality across Azure DevOps and PMO reporting platforms.
• •Establish data validation and control mechanisms.
• •Identify inconsistencies, gaps and reporting anomalies and drive corrective actions.
• •Support the development of portfolio data standards and governance processes.
• •Maintain reporting definitions, metrics and data dictionaries.

Analytics, Planning & Decision Support

• •Perform trend and variance analysis to identify emerging portfolio risks, bottlenecks and improvement opportunities.
• •Support capacity planning, utilisation analysis, demand forecasting and resource de