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- Tasks: Lead portfolio reporting, automate processes, and manage technology dashboards.
- Company: Join a growing financial services firm with a focus on innovation and technology.
- Benefits: Enjoy hybrid work flexibility and competitive daily rates.
- Why this job: Be at the forefront of tech reporting, driving impactful insights in a dynamic environment.
- Qualifications: Experience in technology reporting, Power BI, and agile methodologies required.
- Other info: Initial 6-month contract with potential for extension; must be within commuting distance to London HQ.
The predicted salary is between 46800 - 58500 £ 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.
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 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. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨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.
✨Tip Number 4
Prepare to discuss your experience with agile methodologies and how you've successfully collaborated with various stakeholders. Highlight specific examples where your contributions led to improved reporting processes or outcomes.
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 your proficiency with tools like Power BI and Snowflake. Use keywords from the job description to align your skills with what the company is looking for.
Craft a Compelling Cover Letter: In your cover letter, emphasise your experience in managing portfolio reporting tools and your ability to work with various stakeholders. Share specific examples of how you've automated reporting processes or created impactful dashboards in previous roles.
Showcase Your Technical Skills: Include a section in your application that specifically outlines your technical skills related to reporting and data analysis. Mention your experience with Power BI, Snowflake, and any AI portfolio tooling you have worked with, as these are crucial for the role.
Highlight Soft Skills: Don't forget to mention your soft skills, such as collaboration, problem-solving, and relationship management. These are essential for working with diverse teams and stakeholders, which is a key part of the Portfolio Reporting Lead role.
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 complex information to different levels of seniority and how you’ve built rapport with cross-functional teams.
✨Craft Compelling Presentations
As a central presentation resource, your ability to create engaging PowerPoint decks is vital. Bring examples of past presentations that effectively conveyed your insights and strategies, and be ready to discuss your approach to business storytelling.
