Portfolio Insights & Reporting Lead

Haben

Sydney

Sur place

AUD 120 000 - 160 000

Plein temps

Il y a 2 heures
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Résumé du poste

Haben in Sydney, Australia seeks a Portfolio Reporting Manager to lead reporting and analysis of portfolio performance, ensuring stakeholders receive timely, accurate information for strategic decision-making. This role drives portfolio data quality and provides insight across the organisation.

Responsibilities include building reporting frameworks, collaborating with cross-functional teams, presenting to senior management, ensuring regulatory compliance, and identifying process improvements to

Qualifications

  • A Bachelor's degree in Finance, Business Administration, or related field.
  • Minimum of 3 years of portfolio management or financial reporting experience.
  • Strong analytical skills with the ability to interpret complex data sets.
  • Proficiency in reporting tools and software, such as Excel and data visualisation platforms.
  • Excellent communication skills, both written and verbal.
  • Strong attention to detail and accuracy in reporting.

Responsabilités

  • Develop and maintain comprehensive reporting frameworks for portfolio performance analysis.
  • Collaborate with cross-functional teams to gather data and insights for reporting purposes.
  • Prepare and present regular reports to senior management and stakeholders, highlighting key trends and performance metrics.
  • Ensure compliance with relevant regulations and standards in reporting practices.
  • Identify opportunities for process improvements and implement best practices in portfolio reporting.
  • Assist in the development of strategic initiatives based on portfolio analysis findings.

Connaissances

Analytical thinking
Communication skills
Attention to detail

Formation

Bachelor's degree in Finance, Business Administration, or related field

Outils

Excel
Data visualisation tools

Description du poste

Haben in Sydney, Australia seeks a Portfolio Reporting Manager to lead reporting and analysis of portfolio performance, ensuring stakeholders receive timely, accurate information for strategic decision-making. This role drives portfolio data quality and provides insight across the organisation.

Responsibilities include building reporting frameworks, collaborating with cross-functional teams, presenting to senior management, ensuring regulatory compliance, and identifying process improvements to

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