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Portfolio Reporting Lead

CV-Library
Bishopsgate, City and County of the City of London
12 months ago
Applications closed

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Posted
1 May 2025 (12 months ago)
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Portfolio Reporting Lead
City of London (Hybrid)
£600 - £625 per day (inside IR35)

On behalf of an expanding financial services organisation, I am seeking an experienced Portfolio Reporting Lead to be responsible for managing the Portfolio reporting tool, working with the portfolio team leads to create and automate reporting that integrates product, project and portfolio level reporting. This role is being offered on an initial 6 month contract basis.

The company operate a hybrid work policy and therefore you must be willing to commit to a non-negotiable 3 days per week and must be within commutable distance of their City of London HQ.

Responsibilities:

  • The role will be the reporting lead for the portfolio team interfacing with finance, HR and the product/business teams where relevant. The role will work closely with the Data CoE, tooling and automation focussed, leading the activity to consolidate, automate and streamline all portfolio and centralised technology reporting.

  • This role will create the reporting mechanism that ensures a continuous cohesive view of all Investment (product, project and pipeline).

  • This role will lead the activity around managing the current portfolio tool and the process to implement and embed our future ready and AI focussed portfolio tool.

  • This role will manage and enhance the central Technology KPI dashboard using Power BI and other relevant tooling.

  • The role will also be a central presentation resource supporting with deck building for key Technology wide submissions.

    Responsibilities:

  • A solid understanding of Technology operating models and the evolving technology landscape/trends

  • Experience working in agile environment and has previously worked with Agile and product methodology

  • Strong Power BI, Snowflake and reporting experience

  • Experience with business storytelling and building compelling PowerPoint decks

  • Demonstrable experience in building portfolio dashboards, reports and presentations

  • Experience working with and implementing Portfolio and Product tooling

  • Very strong commercial and financial experience

  • Ability to work with a myriad of stakeholders at varying levels of seniority.

  • Broad technology experience with a good understanding of the underlying technology functions (Engineering, Architecture, data)

  • Experience creating strategy in a product led organisation

  • Experience working with AI portfolio tooling to create insight driven MI reports

  • Systems thinking, problem solving, analytical skills & a collaborative team player with strong relationship management skills

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