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- Tasks: Lead portfolio reporting, automate processes, and create insightful dashboards.
- Company: Join a growing financial services firm in the heart of London.
- Benefits: Enjoy hybrid work, competitive pay, and opportunities for professional growth.
- Why this job: Be at the forefront of tech innovation while making a real impact on reporting.
- Qualifications: Experience in agile environments, strong Power BI skills, and a knack for storytelling.
- Other info: This is a 6-month contract role with a commitment to 3 days in the office.
The predicted salary is between 43200 - 46800 £ per year.
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.
Requirements:
- 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 employer: Spencer Rose
Contact Detail:
Spencer Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Reporting Lead
✨Tip Number 1
Familiarise yourself with the latest trends in technology operating models and AI portfolio tooling. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in portfolio reporting and management. Attend industry events or webinars to make connections that could lead to valuable insights and potential referrals.
✨Tip Number 3
Brush up on your Power BI skills and consider creating a sample dashboard that showcases your ability to consolidate and automate reporting. This practical demonstration can set you apart from other candidates during discussions.
✨Tip Number 4
Prepare to discuss your experience with agile methodologies and how you've successfully implemented portfolio and product tooling in previous roles. Be ready to share specific examples that highlight your problem-solving and analytical skills.
We think you need these skills to ace Portfolio Reporting Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio reporting, particularly with tools like Power BI and Snowflake. Emphasise your understanding of technology operating models and agile environments, as these are key for the role.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your ability to manage and enhance reporting tools. Mention specific examples of how you've created dashboards or reports that have driven insights in previous roles, showcasing your storytelling skills.
Showcase Your Technical Skills: Clearly outline your technical skills related to the job description. Include your experience with AI portfolio tooling and any relevant projects where you implemented reporting mechanisms or automated processes.
Highlight Stakeholder Management Experience: Since the role involves interfacing with various teams, detail your experience working with stakeholders at different levels. Provide examples of how you've successfully collaborated with finance, HR, and product teams to achieve common goals.
How to prepare for a job interview at Spencer Rose
✨Showcase Your Technical Skills
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 experience in an agile environment, be ready to share examples of how you've worked within agile teams. Discuss your familiarity with agile methodologies and how you've contributed to product development cycles, as this will show your adaptability and understanding of the working model.
✨Prepare for Stakeholder Engagement
This position involves interfacing with various stakeholders, so it's crucial to illustrate your relationship management skills. Think of examples where you've successfully communicated complex information to different levels of seniority, and be ready to explain how you build rapport and trust with stakeholders.
✨Craft Compelling Presentations
Given the emphasis on building presentations for key submissions, practice your storytelling skills. Prepare a few examples of how you've created impactful PowerPoint decks that convey important insights. This will showcase your ability to present data in a clear and engaging manner.
