Manager, Enterprise Portfolio Management

IOOF Holdings Limited; Sydney; On-site; AUD 180,000 - 240,000; Full time

Job summary

Insignia Financial is seeking a seasoned portfolio professional to join our team in Sydney, delivering enterprise-wide governance, reporting and decision support. You will partner closely with executives, Finance, Risk, PMOs and delivery teams to strengthen governance and enable informed investment decisions.

You will drive the future of Enterprise Portfolio Management using automation, AI and data-driven insights to simplify processes and enhance decision-making across a high-performing team.

Qualifications

• Requires deep experience in enterprise portfolio management and PMO governance.
• Experience creating reporting for executive or Board-level audiences.
• Proven ability to translate complex portfolio data into concise insights and actionable recommendations.

Responsibilities

• Deliver clear, timely and decision-ready reporting across portfolio health, delivery performance, financials, resources and benefits realisation.
• Analyse portfolio trends, risks, dependencies and delivery outcomes, providing independent insights and practical recommendations.
• Support 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.
• Lead improvements across portfolio reporting and administration through automation, AI, analytics and smarter ways of working.

Skills

Enterprise portfolio management

PMO

Portfolio governance

Stakeholder engagement

Automation and AI in reporting

Tools

Portfolio reporting platforms

Analytics tools

AI tooling

Job description

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
• Join a small, high-peforming team and make your mark

The opportunity to join our team

This is an opportunity to join Insignia Financial at a pivotal time, contributing to one of the organisation's most significant periods of transformation. Working across a diverse portfolio of strategic initiatives, you'll help provide the governance, insights and portfolio visibility that enable informed investment decisions and successful delivery outcomes.

You'll gain enterprise-wide exposure, bringing together portfolio performance, delivery health, risks, dependencies, financial outcomes, resource capacity and benefits realisation to create a clear view of how strategic change is progressing across the organisation. Partnering closely with executives, Finance, Risk, PMOs and delivery teams, you'll play an important role in strengthening governance, informing decision-making and supporting the successful execution of Insignia Financial's strategic priorities.

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

With a small, high-performing team and enterprise-wide reach, you'll have the opportunity to contribute to strategic outcomes, influence how portfolio management evolves and see the impact of your work firsthand.

Key responsibilities

• Deliver clear, timely and decision-ready reporting across portfolio health, delivery performance, financials, resources and benefits realisation
• Analyse portfolio trends, risks, dependencies and delivery outcomes, providing independent insights and practical recommendations
• Support 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
• 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 strong experience in enterprise portfolio management, PMO, portfolio governance or project governance, ideally around five years or more
• Understands portfolio governance and has proficiency in preparing reporting for executive or Board-level audiences
• Can 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 applied, or is genuinely experienced in applying, automation and AI tools to improve portfolio governance, reporting or management processes

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.

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.