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 responsible for managing the Portfolio reporting tool, working with portfolio team leads to create and automate reporting that integrates product, project, and portfolio level reporting. This role is offered on an initial 6-month contract basis.
The company operates a hybrid work policy; therefore, you must be willing to commit to a non-negotiable 3 days per week and be within commutable distance of their City of London HQ.
Responsibilities:
* Lead reporting activities for the portfolio team, interfacing with finance, HR, and product/business teams where relevant. Collaborate closely with the Data CoE, focusing on tooling and automation, to consolidate, automate, and streamline all portfolio and centralised technology reporting.
* Create reporting mechanisms that provide a continuous, cohesive view of all investments (product, project, and pipeline).
* Manage the current portfolio tool and oversee the implementation and embedding of a future-ready, AI-focused portfolio tool.
* Manage and enhance the central Technology KPI dashboard using Power BI and other relevant tools.
* Support deck building for key Technology-wide submissions, serving as a central presentation resource.
Qualifications and Experience:
* Solid understanding of Technology operating models and current technology trends.
* Experience working in an agile environment with familiarity in Agile and product methodologies.
* Proficiency in Power BI, Snowflake, and reporting tools.
* Experience in business storytelling and creating compelling PowerPoint presentations.
* Proven ability to build portfolio dashboards, reports, and presentations.
* Experience with Portfolio and Product tooling implementation.
* Strong commercial and financial acumen.
* Ability to engage with stakeholders across various seniority levels.
* Broad technology knowledge, including understanding of Engineering, Architecture, and Data functions.
* Experience in strategic planning within a product-led organization.
* Experience working with AI portfolio tooling to generate insight-driven MI reports.
* Strong analytical, problem-solving, systems thinking skills, and a collaborative approach with excellent relationship management.
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