Portfolio Reporting Lead

Portfolio Reporting Lead

Newport +1 Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
M

At a Glance

  • Tasks: Lead the management of portfolio reporting tools and automate reporting processes.
  • Company: Join a dynamic tech team focused on innovative portfolio management solutions.
  • Benefits: Enjoy flexible working options and a collaborative work environment.
  • Why this job: Be part of a forward-thinking company that values creativity and impact in project management.
  • Qualifications: Ideal for those with experience in reporting tools and a passion for technology.
  • Other info: Opportunity to work closely with portfolio team leads and influence investment strategies.

The predicted salary is between 43200 - 72000 £ per year.

This position sits within the MO Technology function and reports into the Portfolio Partner.

You will 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.

Alongside the Portfolio planner, you will work to ensure the front door to investment allocation is effective.

Locations

Newport Wales

Portfolio Reporting Lead employer: Motability Operations

As a Portfolio Reporting Lead within our dynamic MO Technology function, you will thrive in a collaborative environment that prioritises innovation and professional growth. Our company offers competitive benefits, a supportive work culture, and ample opportunities for career advancement, all set in a vibrant location that fosters creativity and teamwork.
M

Contact Detail:

Motability Operations Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Reporting Lead

✨Tip Number 1

Familiarise yourself with the specific reporting tools and software that are commonly used in portfolio management. Being able to demonstrate your proficiency in these tools during discussions can set you apart from other candidates.

✨Tip Number 2

Network with professionals in the portfolio management field, especially those who have experience with the MO Technology function. Engaging in conversations can provide insights into the role and may even lead to referrals.

✨Tip Number 3

Prepare to discuss your experience with automating reporting processes. Be ready to share specific examples of how you've improved efficiency or accuracy in previous roles, as this is a key aspect of the Portfolio Reporting Lead position.

✨Tip Number 4

Stay updated on industry trends related to portfolio management and reporting. Showing that you are knowledgeable about current best practices and innovations can impress interviewers and demonstrate your commitment to the field.

We think you need these skills to ace Portfolio Reporting Lead

Portfolio Management
Reporting Tools Proficiency
Data Integration
Automation Skills
Project Management
Stakeholder Engagement
Analytical Skills
Attention to Detail
Communication Skills
Technical Aptitude
Problem-Solving Skills
Excel Advanced Functions
Data Visualisation
Process Improvement

Some tips for your application 🫡

Understand the Role: Take time to thoroughly read the job description for the Portfolio Reporting Lead position. Understand the key responsibilities, such as managing the reporting tool and collaborating with portfolio team leads.

Tailor Your CV: Customise your CV to highlight relevant experience in portfolio management and reporting. Emphasise any skills related to automation and integration of reporting tools that align with the job requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and how your background fits the company's needs. Mention specific experiences where you successfully managed reporting tools or collaborated with teams to enhance reporting processes.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a reporting lead role.

How to prepare for a job interview at Motability Operations

✨Understand the Portfolio Reporting Tool

Make sure you have a solid grasp of the portfolio reporting tool mentioned in the job description. Familiarise yourself with its features and functionalities, as well as any common challenges users face. This will show your potential employer that you're proactive and ready to hit the ground running.

✨Showcase Your Automation Skills

Since the role involves creating and automating reports, be prepared to discuss your experience with automation tools and techniques. Bring examples of how you've successfully automated reporting processes in the past, highlighting the impact it had on efficiency and accuracy.

✨Collaborate with Team Leads

The position requires working closely with portfolio team leads. Be ready to talk about your experience in collaborative environments and how you’ve effectively communicated with different stakeholders. Highlight any specific instances where your collaboration led to successful project outcomes.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills in portfolio management. Think of situations where you had to integrate product, project, and portfolio level reporting, and be ready to explain your thought process and the results of your actions.

Portfolio Reporting Lead
Motability Operations
M
  • Portfolio Reporting Lead

    Newport +1
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-06-24

  • M

    Motability Operations

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>