Portfolio Reporting & Analytics Lead
Keegan Adams Recruitment
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Job summary
Keegan Adams Recruitment is assisting an Australian investment organisation in recruiting a Reporting and Analytics Manager. You will lead portfolio reporting, analytics, and governance while coaching an Analyst and setting reporting priorities.
The role sits within Investment Services and supports executives, with a focus on turning data into clear insights. The role requires deep experience in portfolio reporting, investment analytics and BI tools, plus strong communication with senior
Qualifications
- 5+ years in portfolio reporting or investment analytics.
- Experience with BI tools and data governance is essential.
- Proven ability to build dashboards and automate reporting processes.
- Strong communication to present insights to executives.
Responsibilities
- Prepare regular and on‑demand portfolio reporting for management and board.
- Develop reporting frameworks, dashboards, and scorecards for varied audiences.
- Analyse portfolio data for key metrics, trends, opportunities and risks.
- Maintain data quality with reconciliations, tests and controls.
- Collaborate with Technology to automate reporting and improve data access.
- Partner with senior stakeholders to translate needs into practical solutions.
Skills
Tools
Job description
Keegan Adams Recruitment is assisting an Australian investment organisation in recruiting a Reporting and Analytics Manager. You will lead portfolio reporting, analytics, and governance while coaching an Analyst and setting reporting priorities.
The role sits within Investment Services and supports executives, with a focus on turning data into clear insights. The role requires deep experience in portfolio reporting, investment analytics and BI tools, plus strong communication with senior
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