Manager, Enterprise Portfolio Management

IOOF Holdings Limited; Sydney; Ibrido; AUD 150.000 - 210.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Enterprise portfolio management

Governance

Executive reporting

Stakeholder engagement

AI and automation

Data-driven insights

Descrizione del lavoro

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Location:

SYDNEY, NSW, AU, 2000

Employment Type: Permanent Full Time

• Make your move. Shape what’s next.
• Turn complexity into insight. Influence decisions that matter
• Take the next step in your career with enterprise wide exposure

The opportunity to join our team

This is an opportunity to join Insignia Financial at a pivotal time and be highly involved in one of the organisation’s most significant periods of transformation.

Working across a diverse portfolio of strategic initiatives, you'll provide the governance and insights that enable senior executives to make informed investment decisions and the organisation to deliver on our 2030 Vision and Strategy. You’ll work closely with senior management, Finance, Risk and delivery teams, giving you broad exposure and the ability to build your experience and network across the enterprise.

You'll also have the opportunity to help shape the future of Enterprise Portfolio Management. You'll design and lead initiatives that leverage automation, AI and data-driven insights to improve reporting, simplify processes and enhance decision-making. You'll be encouraged to challenge conventional thinking, introduce new ideas and help evolve how portfolio management is delivered across the enterprise.

Joining a small, high-performing team means you’ll take ownership and see the impact of your work firsthand. For someone who is curious, analytical and ready to take the next step in your career, this is an exciting opportunity to learn quickly across multiple disciplines, work with senior executives and make a genuine impact.

Key responsibilities

• Deliver clear, timely and decision-ready reporting across portfolio health, delivery performance, financials, resources and benefits realisation
• Analyse portfolio trends, risks, dependencies, resourcing and delivery outcomes, providing independent insights and practical recommendations
• Analyse investment proposals and support the portfolio prioritisation process as part of strategic and business planning
• Manage the operation of the Portfolio Investment Committee, including reporting, agendas, actions and decision records
• Maintain and continuously improve enterprise portfolio governance and benefits management standards, processes and guidance
• Partner with project managers and PMO teams to improve reporting quality, consistency and the application of governance requirements
• Deisgn and lead improvements across portfolio reporting and administration through automation, AI, analytics and smarter ways of working

What you will bring

You'll be a capable portfolio professional who thrives in a fast-paced environment, with the ability to quickly navigate complex information and communicate insights with clarity and confidence. You'll be equally comfortable partnering with senior leaders as you are diving into the detail to validate data, challenge assumptions, and improve reporting outcomes.

Experience in financial services or another regulated environment will be highly regarded, as will relevant project, program, or portfolio management qualifications. Importantly, you'll bring curiosity, initiative, sound judgement, and a strong sense of ownership, enabling you to contribute from day one as part of a small, high-performing team.

We’re looking for someone who:

• Has experience in enterprise portfolio management and governance of a minimum of 2 years. Additional experience in project governance and delivery will be highly regarded
• Is proficient in preparing reporting for executive or Board-level audiences
• Has excellent analytical and problem-solving capabilities, able to interpret complex portfolio information and turn it into concise, actionable insights
• Brings strong stakeholder engagement skills and the confidence to provide constructive challenge
• Has experience using portfolio, reporting or analytics platforms
• Has experienced in applying automation and AI tools to simplify processes, automate manual activities and create more timely, insightful portfolio governance and reporting

Find the better way

What gets us excited about working here? Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations . From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.

If this sounds like your kind of career, you sound like our kind of person. With us, you’ll do work that builds your technical know-how and challenges our entire industry to move forward. Along the way, you’ll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it “putting our fingerprints on the future”.

People-inspired tech

Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.