Portfolio Performance and Insight Specialist

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NHS Business Services Authority Portfolio Performance and Insight Specialist

The closing date is 11 November 2026

Apply for this job

Job summary

Are you an organised and pro-active individual that thrives on extracting, analysing and presenting complex data to internal and external customers? If so, our Portfolio Performance and Insight Specialist role may be for you. Central to this crucial role is delivering analytical products including highly complex modelling to support reporting of high quality management information and insight that enable NHSBSA business decisions. You'll create complex datasets using a variety of business intelligence tools and present highly sensitive data to internal and external stakeholders.

You'll provide expert analysis to support business performance improvements that contribute to the NHS Business Service Authority's (NHSBSA) strategic goals. To thrive in this role, you'll be a confident and personable professional with the ability to communicate well at all levels.

You'll join a great team with varied and exciting work on offer.

What do we offer?

• 27 days leave (increasing with length of service) plus 8 bank holidays
• Flexible working (we are happy to discuss options such as compressed hours)
• Flexi time
• Hybrid working model (we are currently working largely remotely)
• Career development
• Active wellbeing and inclusion networks
• Excellent pension
• NHS Car lease scheme
• Access to a wide range of benefits and high street discounts!

Main duties of the job

This is a great opportunity for a talented data and analytics professional to play a key role in driving portfolio delivery and informed decision-making across the organisation. You'll take ownership of developing and maintaining high-quality reports, dashboards and analytical products that provide valuable insight across multiple functions. You'll transform complex quantitative and qualitative data into meaningful intelligence, helping teams understand performance, identify opportunities and support strategic planning.

You'll be confident in interpreting, analysing and presenting complex information to a wide range of audiences, ensuring data is accurate, accessible and impactful. Through the delivery of timely and targeted reports, dashboards and performance analysis, you'll provide clear insight into trends, benchmarking and business performance, enabling leaders to make evidence-based decisions that drive continuous improvement.

Working closely with colleagues, customers and stakeholders at all levels, you will help shape and develop innovative reporting solutions that add real value across the organisation. You'll also support the Portfolio Office Manager in championing a shared vision for data and reporting, building engagement, commitment and a culture where insight is used to improve outcomes and support the delivery of strategic objectives.

About us

Here at the NHS Business Services Authority (NHSBSA), what we do matters.We manage the NHS Pension scheme, process prescription payments and much more. Our services are used by NHS organisations, contractors and the public: we take pride in being part of something so meaningful, that touches millions of lives.Just as we design our services around the needs of our customers, we place our people at the heart of our organisation. That's why when you join us, you'll be empowered and given the right support to help your career grow.As one of the UK's Best Big Companies to work for, we're all connected to our values: Collaborative, Adventurous, Reliable and Energetic. We CARE about our people, our purpose, and your progress.We strive to offer a fantastic colleague experience, where every voice is heard, and every colleague is supported and respected. Wellbeing, diversity and inclusion is at the centre of this, so when you join us, you can connect with our Lived Experience Networks who help us to bring our authentic selves to work.We welcome applications from people of all backgrounds and circumstances. We are committed and proud to be a flexible employer and will endeavour to offer a working pattern that suits you wherever possible, whether that be hybrid working, flexible hours, job sharing and more.Ready to join us on our journey to be a catalyst for better health? Apply today and see where the NHSBSA can take you.We are people connected to care.

Details

Date posted

30 October 2026

Pay scheme

Agenda for change

Band

Band 6

Salary

£39,959 to £48,117 a year

Contract

Fixed term

Duration

18 months

Working pattern

Full-time

Reference number

914-BSA8390796

Job locations

Stella House

Goldcrest Way

Newcastle Upon Tyne

NE15 8NY

United Kingdom

Job description

Job responsibilities

In this role, you are accountable for:

Insight

• Handling and creating highly complex datasets by using business intelligence tools, raw data, SQL queries and data mining techniques to clean, process, interrogate, analyse, and visualise data in an effective and informative manner.
• Conducting expert and advanced analysis and develop methods to collect, collate and evaluate quantitative and qualitative highly complex data using appropriate query tools for reporting and modelling
• Strong communication skills, both oral and written, enabling the promotion of data quality and insight across the Portfolio Management Directorate; providing guidance, recommendations and training to portfolio delivery communities.
• The creation and maintenance of analysis, reports and dashboards that support portfolio delivery across functions working with specific teams and liaising with all business areas as required.
• Developing complex predictive forecasting methodologies to inform and drive strategy, performance and its deliverables. This will involve portfolio planning, as part of business planning, including formulation and development of options.
• Resolving highly complex data challenges where there is no precedent or where leading opinions may conflict. Provide analyses to support development and refinement of metrics and reports to highlight trends, identify outlier behaviours within the data sets and risks within NHSBSA services.
• Developing fully documented analysis to satisfy both routine and ad hoc insight to senior management to support critical decision making within specific teams and across the NHSBSA, in line with business needs and required specifications along with accompanying notes and definitions to provide actionable intelligence. Also provide an expert resource in both technical skills required to create reports and also the design of dashboards to communicate information and insight effectively.
• Making use of available IT to automate tasks where appropriate.
• Undertake periodic validation checks of performance and management data to ensure quality, integrity and accuracy.

Performance

• Communicating and presenting highly complex and highly sensitive data and analysis effectively at all levels and to both internal and external stakeholders, to both technical and non-technical audiences both verbally and in writing. Ensuring the information provided is accessible and understandable to a wide audience and conforms to high standards.
• Delivering timely and targeted suite of performance reports and dashboards in a robust method, which analyse trends over time, show comparisons of data and encompass appropriate statistical methods and forecasts of performance. Ensures the accurate delivery of all commentary which forms part of quality information.
• Coordinate portfolio performance reporting and provide analysis of performance.
• Drive accurate data and usage of Project Portfolio Management Tool (PPM reporting across the directorate, contributing to continuous development of the tool to meet sub-portfolio directorate needs).
• As one of the key administrators of the PPM tool, ensure that updates supplied by third party are appropriately tested in advance of receipt of upgrade and participate in regular stakeholder engagement meetings to address challenges and build relationships.
• Maintenance of business intelligence tools to meet new and changing requirements.

Stakeholder Management & People

• Training and providing advice across specific teams in relation to the appropriate usage and understanding of data and information.
• Working collaboratively with a diverse range of customers/users within the organisation at all levels to define and develop new information products, enhance existing information provision and support target monitoring work.
• Being an active member of the wider Portfolio Office and Assurance Team. Continually supporting team development and challenging the status quo to ensure a consistent, value adding management information provision to leaders, managers and colleagues.
• Supporting the Portfolio Office Manager to communicate and build commitment to a shared vision and sense of purpose across the directorate.
• Work collaboratively with colleagues across the NHSBSA and specific teams, including Portfolio Finance Business Partners and the Benefits Management Team to ensure accuracy and integrity of data and reporting.

In addition to the above accountabilities, as post holder you are expected to:

1. Actively contribute to the portfolio, programme and project delivery, assurance and planning professions within the NHSBSA
2. Undertake additional duties and responsibilities in line with the purpose of your role and as agreed by your Line Manager.
3. Demonstrate NHSBSA values and core capabilities in all aspects of your work.
4. Encourage an environment where your own and colleagues safety and well-being is promoted.
5. Contribute to a culture which values diversity and inclusion.
6. Follow NHSBSA policies, procedures, and protocols as they apply to your role.

Job description

Job responsibilities

In this role, you are accountable for:

Insight

• Handling and creating highly complex datasets by using business intelligence tools, raw data, SQL queries and data mining techniques to clean, process, interrogate, analyse, and visualise data in an effective and informative manner.
• Conducting expert and advanced analysis and develop methods to collect, collate and evaluate quantitative and qualitative highly complex data using appropriate query tools for reporting and modelling
• Strong communication skills, both oral and written, enabling the promotion of data quality and insight across the Portfolio Management Directorate; providing guidance, recommendations and training to portfolio delivery communities.
• The creation and maintenance of analysis, reports and dashboards that support portfolio delivery across functions working with specific teams and liaising with all business areas as required.
• Developing complex predictive forecasting methodologies to inform and drive strategy, performance and its deliverables. This will involve portfolio planning, as part of business planning, including formulation and development of options.
• Resolving highly complex data challenges where there is no precedent or where leading opinions may conflict. Provide analyses to support development and refinement of metrics and reports to highlight trends, identify outlier behaviours within the data sets and risks within NHSBSA services.
• Developing fully documented analysis to satisfy both routine and ad hoc insight to senior management to support critical decision making within specific teams and across the NHSBSA, in line with business needs and required specifications along with accompanying notes and definitions to provide actionable intelligence. Also provide an expert resource in both technical skills required to create reports and also the design of dashboards to communicate information and insight effectively.
• Making use of available IT to automate tasks where appropriate.
• Undertake periodic validation checks of performance and management data to ensure quality, integrity and accuracy.

Performance

• Communicating and presenting highly complex and highly sensitive data and analysis effectively at all levels and to both internal and external stakeholders, to both technical and non-technical audiences both verbally and in writing. Ensuring the information provided is accessible and understandable to a wide audience and conforms to high standards.
• Delivering timely and targeted suite of performance reports and dashboards in a robust method, which analyse trends over time, show comparisons of data and encompass appropriate statistical methods and forecasts of performance. Ensures the accurate delivery of all commentary which forms part of quality information.
• Coordinate portfolio performance reporting and provide analysis of performance.
• Drive accurate data and usage of Project Portfolio Management Tool (PPM reporting across the directorate, contributing to continuous development of the tool to meet sub-portfolio directorate needs).
• As one of the key administrators of the PPM tool, ensure that updates supplied by third party are appropriately tested in advance of receipt of upgrade and participate in regular stakeholder engagement meetings to address challenges and build relationships.
• Maintenance of business intelligence tools to meet new and changing requirements.

Stakeholder Management & People

• Training and providing advice across specific teams in relation to the appropriate usage and understanding of data and information.
• Working collaboratively with a diverse range of customers/users within the organisation at all levels to define and develop new information products, enhance existing information provision and support target monitoring work.
• Being an active member of the wider Portfolio Office and Assurance Team. Continually supporting team development and challenging the status quo to ensure a consistent, value adding management information provision to leaders, managers and colleagues.
• Supporting the Portfolio Office Manager to communicate and build commitment to a shared vision and sense of purpose across the directorate.
• Work collaboratively with colleagues across the NHSBSA and specific teams, including Portfolio Finance Business Partners and the Benefits Management Team to ensure accuracy and integrity of data and reporting.

In addition to the above accountabilities, as post holder you are expected to:

1. Actively contribute to the portfolio, programme and project delivery, assurance and planning professions within the NHSBSA
2. Undertake additional duties and responsibilities in line with the purpose of your role and as agreed by your Line Manager.
3. Demonstrate NHSBSA values and core capabilities in all aspects of your work.
4. Encourage an environment where your own and colleagues safety and well-being is promoted.
5. Contribute to a culture which values diversity and inclusion.
6. Follow NHSBSA policies, procedures, and protocols as they apply to your role.

Person Specification

Personal Qualities, Knowledge and Skills

Essential

• Able to critically appraise, interrogate and interpret highly complex data and advise on actions based on the comparison of a range of options.
• Analytical and logical approach to problem solving.
• Able to present information as a subject matter expert clearly and communicate technical concepts to a varied audience at all levels, both verbal and written.
• Able to use database, statistical, word processing, spreadsheet and presentational IT packages to produce highly complex and highly sensitive reports.
• Accurate with the ability to prioritise own workload and work independently within established parameters.
• Skilled in the translation of business needs and issues into logical, analytical frameworks that outline and support reporting / insight requirements.
• Understanding of the principles of effective report design and able to check own work in an objective manner.
• Flexible and committed team player with the ability to use own initiative and work on multiple activities in a changing environment.

Desirable

• Advanced skills in Microsoft Office Packages e.g. Microsoft Fabric
• Able to identify and act on future needs and opportunities.

Experience

Essential

• In-depth specialist knowledge of information and quality analysis through relevant qualification(s) or acquired through training or relevant on the job experience.
• Experience in advanced data collection, validation and analysis with an advanced understanding of the importance of quality data.
• Experience in personally resolving highly complex queries.
• Significant experience of advising and supporting business areas to gain more insight and value from data.
• Practical applied experience of using Business Intelligence tools with large data sets to develop dashboards, reporting or analyses based upon customer requirements.

Desirable

• Worked in the NHS or other large organisation.
• Experience of handling sensitive data.
• Project management knowledge

Qualifications

Essential

• Degree or equivalent in a relevant discipline such as data analysis or can demonstrate equivalent work experience or further education training.

Desirable

• Portfolio management and/or project management qualification e.g. P3O, PRINCE2, APM

Person Specification

Personal Qualities, Knowledge and Skills

Essential

• Able to critically appraise, interrogate and interpret highly complex data and advise on actions based on the comparison of a range of options.
• Analytical and logical approach to problem solving.
• Able to present information as a subject matter expert clearly and communicate technical concepts to a varied audience at all levels, both verbal and written.
• Able to use database, statistical, word processing, spreadsheet and presentational IT packages to produce highly complex and highly sensitive reports.
• Accurate with the ability to prioritise own workload and work independently within established parameters.
• Skilled in the translation of business needs and issues into logical, analytical frameworks that outline and support reporting / insight requirements.
• Understanding of the principles of effective report design and able to check own work in an objective manner.
• Flexible and committed team player with the ability to use own initiative and work on multiple activities in a changing environment.

Desirable

• Advanced skills in Microsoft Office Packages e.g. Microsoft Fabric
• Able to identify and act on future needs and opportunities.

Experience

Essential

• In-depth specialist knowledge of information and quality analysis through relevant qualification(s) or acquired through training or relevant on the job experience.
• Experience in advanced data collection, validation and analysis with an advanced understanding of the importance of quality data.
• Experience in personally resolving highly complex queries.
• Significant experience of advising and supporting business areas to gain more insight and value from data.
• Practical applied experience of using Business Intelligence tools with large data sets to develop dashboards, reporting or analyses based upon customer requirements.

Desirable

• Worked in the NHS or other large organisation.
• Experience of handling sensitive data.
• Project management knowledge

Qualifications

Essential

• Degree or equivalent in a relevant discipline such as data analysis or can demonstrate equivalent work experience or further education training.

Desirable

• Portfolio management and/or project management qualification e.g. P3O, PRINCE2, APM

Employer details

Employer name

NHS Business Services Authority

Address

Stella House

Goldcrest Way

Newcastle Upon Tyne

NE15 8NY

United Kingdom

Employer's website

https://careers.nhsbsa.nhs.uk/ (Opens in a new tab)

Employer details

Employer name

NHS Business Services Authority

Address

Stella House

Goldcrest Way

Newcastle Upon Tyne

NE15 8NY

United Kingdom

Employer's website

https://careers.nhsbsa.nhs.uk/ (Opens in a new tab)

Employer contact details

For questions about the job, contact:

Portfolio Office Manager

Louise Miller

[email protected]

Details

Date posted

30 October 2026

Pay scheme

Agenda for change

Band

Band 6

Salary

£39,959 to £48,117 a year

Contract

Fixed term

Duration

18 months

Working pattern

Full-time

Reference number

914-BSA8390796

Job locations

Stella House

Goldcrest Way

Newcastle Upon Tyne

NE15 8NY

United Kingdom

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