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- Tasks: Lead portfolio reporting, automate processes, and manage technology dashboards.
- Company: Join a growing financial services firm with a hybrid work culture.
- Benefits: Enjoy flexible working arrangements and competitive daily rates.
- Why this job: Be at the forefront of tech innovation while making impactful contributions.
- Qualifications: Experience in technology reporting, Power BI, and agile methodologies required.
- Other info: This is a 6-month contract role based in London, requiring 3 days in-office.
The predicted salary is between 46800 - 52000 £ per year.
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 operates 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 focused, 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 focused 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.
Experience / Skills:
- A solid understanding of Technology operating models and the evolving technology landscape/trends.
- Experience working in an 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.
Portfolio Reporting Lead (London Area) employer: Spencer Rose
Contact Detail:
Spencer Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Reporting Lead (London Area)
✨Tip Number 1
Familiarise yourself with the latest trends in technology operating models and agile methodologies. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations with the interviewers about how these trends can impact portfolio reporting.
✨Tip Number 2
Brush up on your Power BI skills, especially in creating dashboards and reports. Since this role heavily relies on Power BI for reporting, showcasing your proficiency during discussions can set you apart from other candidates.
✨Tip Number 3
Prepare examples of your past experiences where you've successfully implemented portfolio and product tooling. Be ready to discuss how you approached challenges and what outcomes were achieved, as this will demonstrate your capability to handle similar tasks in this role.
✨Tip Number 4
Network with professionals in the financial services sector, particularly those who have experience in portfolio reporting. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your application process.
We think you need these skills to ace Portfolio Reporting Lead (London Area)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio reporting, technology operating models, and agile environments. Use specific examples that demonstrate your skills with Power BI, Snowflake, and reporting.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the perfect fit for the Portfolio Reporting Lead role. Mention your experience with business storytelling and how you've successfully built dashboards and presentations in the past.
Showcase Your Technical Skills: Clearly outline your technical skills related to the role, such as your proficiency in Power BI and any experience with AI portfolio tooling. Provide examples of how you've used these tools to create insightful reports.
Highlight Stakeholder Management Experience: Emphasise your ability to work with various stakeholders at different levels of seniority. Share specific instances where you've successfully collaborated with finance, HR, or product teams to achieve project goals.
How to prepare for a job interview at Spencer Rose
✨Showcase Your Technical Expertise
Make sure to highlight your experience with Power BI, Snowflake, and any other relevant reporting tools. Be prepared to discuss specific projects where you've successfully implemented these technologies, as this will demonstrate your capability to manage the portfolio reporting tool effectively.
✨Demonstrate Agile Experience
Since the role requires working in an agile environment, be ready to share examples of how you've contributed to agile teams. Discuss your familiarity with agile methodologies and how you've applied them in previous roles to enhance project outcomes.
✨Prepare for Stakeholder Engagement
This position involves interfacing with various stakeholders, so it's crucial to showcase your relationship management skills. Prepare examples of how you've successfully communicated and collaborated with different teams, especially in high-pressure situations.
✨Craft Compelling Presentations
Given the emphasis on building presentations for key submissions, practice your storytelling skills. Bring along a sample presentation or two that you've created, and be ready to explain your thought process behind the design and content choices.
