Investment Portfolio Data & Reporting Lead

South East Water Limited; Snodland; On-site; GBP 77,000 - 90,000; Full time

Benefits offered by this job

Excellent Stakeholder pension scheme

5 weeks holiday plus bank holidays

Flexible annual leave policy

Paid volunteering days

Cycle to work scheme

Health cash plan

Life assurance

Wellbeing benefits

Job summary

South East Water is seeking a Portfolio Data and Reporting Lead to translate complex project data into clear insights for stakeholders and Board-level decision making.

In a central PMO role, you will own the reporting framework, ensure data integrity, and drive self-service dashboards (Power BI) across the portfolio, enabling faster strategic actions.

Qualifications

• Formal training in Data Analysis or BI.
• Power BI certification or equivalent data-visualization expertise.
• PMO or project controls certification (P3O/APM).
• Advanced data visualization and storytelling using Power BI.
• Strong stakeholder management and communication capabilities.

Responsibilities

• Design and manage the PMO reporting framework with standard content, frequency, and audiences.
• Gather and aggregate data from planning, controls, and risk to view portfolio health.
• Transform data into clear dashboards enabling self-service access for stakeholders.
• Own developing materials for Board updates and periodic reviews.
• Implement data quality checks to act as the data guardian and ensure trust.
• Manage PMO reporting calendar and communications for timely delivery.
• Analyze trends and variances to provide actionable insights.
• Automate data collection to reduce admin burden on delivery teams.
• Adapt reporting during crisis scenarios for high-frequency executive updates.

Skills

Data storytelling

Stakeholder management

Analytical thinking

Leadership

Communication

Change management

Education

Data analysis training

PMO certification

Power BI certification

Tools

Power BI

Google platform

Job description

Summary

The Portfolio Data and Reporting Lead owns the critical question 'What does this all mean?', translating complex project data into clear, actionable insights for stakeholders across South East Water. As part of the central PMO hub supporting a £1billion Capital Programme, you will act as the 'data guardian', ensuring integrity and consistency while breaking down information silos between business functions to provide a single source of truth. Accountable for reporting where we are winning and where we have opportunities to improve. Providing actionable insights that drive performance levels and aide decision making up to Board level. You are the primary interface for transforming raw data into intelligence. Without this role, the organisation would rely on fragmented data dumps rather than intuitive insights, hindering senior leadership's ability to make fast, strategic decisions in a highly regulated environment impacting customer’s overall experience.

Main responsibilities

• Design and manage the PMO’s reporting framework to establish standard content, frequency, and audiences for all reports.
• Gather and aggregate data from planning, controls, and risk functions to create a holistic view of portfolio health.
• Transform complex data sets into clear, intuitive visual dashboards (e.g., Power BI) to enable self-service access for stakeholders.
• Own the development and execution of materials for Board updates and periodic reviews.
• Implement data quality checks and processes to act as the 'data guardian' and ensure reporting accuracy and trust.
• Manage the PMO reporting calendar and communication channels to ensure the right information reaches the right people on time.
• Analyse trends and variances within data to provide actionable insights rather than simple data dumps.
• Automate data collection methods to reduce the administrative burden on project delivery teams.
• Adapt reporting structures during crisis scenarios to provide high-frequency updates to executive leadership.

Skills / Qualifications / Experience

• Relevant training in Data Analysis, Business Intelligence, or Information Management.
• Professional certification in data visualization tools (e.g., Power BI) or equivalent portfolio of work.
• Project Management or PMO foundation certification (e.g., P3O, APM).
• Advanced data visualization and storytelling skills (specifically Power BI).
• Leadership and ability to drive continuous improvement in reporting processes.
• Strong analytical problem-solving skills to interpret complex datasets.
• Proficiency in the Google platform.
• The ability to manage and influence all levels of stakeholders.
• Adaptive communication to successfully tailor complex messages to varied audiences.
• Excellent stakeholder communication for managing reporting calendars.
• Proven experience designing and managing reporting frameworks in a complex project environment.
• Significant experience aggregating data from planning, controls, and risk functions.
• Extensive operational knowledge of acting as a 'data guardian' to ensure data quality and trust.

Work Expectations

Employees are required to be flexible and to be prepared to perform duties and other tasks within their capabilities. The nature of our business is such that the contents of any job profile are subject to change from time to time.

Company Values and Inclusion

We know the communities we serve are diverse. We recognise creativity comes from diversity not similarity. That’s why we are enthusiastic about creating inclusion across age, race, gender, ethnicity, religion and identity. You will experience our dedication to equal opportunities and fair treatment for all: through your recruitment, employment and career progression with South East Water.

Benefits package

• Excellent Stakeholder pension scheme, up to 10% employer contribution.
• 5 weeks holiday plus bank holidays per annum, increasing to 6 weeks with length of service.
• Flexible annual leave policy to buy or sell holiday leave.
• Paid volunteering days.
• Cycle to work scheme.
• Health cash plan.
• Life assurance.
• Wellbeing related benefits.

Compensation package

£77,000 - £90,000 p.a. dependant on experience

Legal and Background Checks

It is necessary for you to have the legal right to work in the UK when you begin employment with South East Water. Additionally, as part of the employment offer, you will need to pass background, identity, and employment referencing checks.

About South East Water

We supply top-quality drinking water to 2.3 million customers in the southeast of England. Through a network of 9,000 miles of pipe, we deliver 544 million litres of water every day. It's the skill and expertise of our employees that ensures our water meets the highest standards. We make sure we can meet the needs of our customers both now and in the future.

Join Us

Grow a career with a meaningful purpose.

Be you, belong and valued.

Come to work to be safe, valued, and trusted.

We’ll encourage you to create and pursue new opportunities for personal growth.

A place to be the real you, build deeper connections and enjoy a sense of belonging.

Be invested in helping us to create a sustainable water supply for now, and in the future.

Company Culture

Grow a career with a meaningful purpose.