Enterprise Portfolio Lead: AI-Driven Governance & Insights

IOOF Holdings Limited; Sydney; Hybrid; AUD 150,000 - 210,000; Full time

Job summary

Insignia Financial is seeking a skilled portfolio professional to join its enterprise portfolio management team in Sydney. You will govern reporting and drive data-driven insights to support executive decision-making during a pivotal transformation.

The role offers exposure across strategy, governance and analytics, with automation and AI elements, and a small, high-performing team environment. Candidates should bring 2+ years in enterprise portfolio management and strong stakeholder engagement.

Qualifications

• Minimum 2 years in enterprise portfolio management.
• Experience preparing reporting for executive or Board-level audiences.
• Strong analytical and problem-solving capabilities.
• Excellent stakeholder engagement skills.
• Experience applying automation or AI to reporting.

Responsibilities

• Deliver timely, decision-ready portfolio reporting across health, performance and benefits.
• Analyse portfolio trends, risks and delivery outcomes, and provide actionable insights.
• Assess investment proposals to support portfolio prioritisation.
• Coordinate Portfolio Investment Committee meetings and records.
• Maintain and improve governance standards and guidance.
• Collaborate with PMO teams to improve reporting quality.
• Lead improvements using automation, AI and smarter reporting.

Skills

Enterprise portfolio management

Governance

Executive reporting

Stakeholder engagement

AI and automation

Data-driven insights

Job description

Insignia Financial is seeking a skilled portfolio professional to join its enterprise portfolio management team in Sydney. You will govern reporting and drive data-driven insights to support executive decision-making during a pivotal transformation.

The role offers exposure across strategy, governance and analytics, with automation and AI elements, and a small, high-performing team environment. Candidates should bring 2+ years in enterprise portfolio management and strong stakeholder engagement.