Portfolio Reporting Manager

Haben; Sydney; Vor Ort; AUD 120.000 - 160.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Analytical thinking

Communication skills

Attention to detail

Ausbildung

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

Tools

Excel

Data visualisation tools

Jobbeschreibung

Full-time Permanent Mid-level Senior

Description

Summary:

The Portfolio Reporting Manager plays a crucial role in the Property & Housing sector by overseeing the reporting and analysis of portfolio performance. This position is essential for ensuring that stakeholders have access to accurate and timely information, enabling informed decision-making and strategic planning. The successful candidate will contribute to the optimisation of portfolio management processes and enhance the overall effectiveness of the organisation.

Responsibilities:

• 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.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 3 years of experience in portfolio management or financial reporting.
• 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, with the ability to present findings clearly.
• Strong attention to detail and a commitment to accuracy in reporting.

Company Overview

Haben is a privately owned funds and property management business that specialises in unlocking value from retail shopping centres currently located across the East coast of Australia. We are growing steadily whilst maintaining our personal touch and care both about our community of co-investors and partners, and the communities where our assets are located.