Portfolio Performance and Insights Lead

LAGOFIRE SRL; City Of London; On-site; GBP 65,000 - 85,000; Full time

Job summary

A leading technology firm seeks a qualified candidate for a pivotal role in investment planning and reporting. This position encompasses strategic analysis, portfolio management, and automation of reports, aimed at enhancing executive decision-making. The ideal candidate will possess strong stakeholder management skills and a keen ability to utilize data analytics for investment insights.

Qualifications

• Experience in strategic analysis and reporting.
• Proven experience in change management within portfolio management.
• Ability to thrive in a fluid environment and drive change.

Responsibilities

• Direct and consolidate investment planning activities.
• Support investment scenario modeling and portfolio risk analysis.
• Create automated reporting mechanisms using AI-driven analytics.

Skills

Strategic analysis

Reporting

Change management

Stakeholder management

Data analytics

Problem-solving

Collaboration

Tools

Power BI

Reporting tools

Job description

Description

This position sits within the MO Technology function and reports into the Portfolio Partner and SIC lead. The role will be responsible for directing and consolidating all investment planning activity and outcomes-based reporting across Business and Technology. This role will be central to strategic foresight and planning across the investment cycle, providing a comprehensive view of investments.

The role will work across product, project, and pipeline work to ensure the investment allocation and decision-making process is efficient. It will support investment scenario modeling and portfolio risk analysis, shape and coordinate relevant portfolio forums, and act as the central liaison to the product operations team and the business. The focus will be on data and reporting, with an emphasis on automation and streamlining activities.

It will develop effective relationships with partners, product, finance, and other key functions to gather and produce a consolidated view of all investment requests, early discovery work, pipeline, and in-flight activities. The role will create automated reporting mechanisms using appropriate tooling and AI-driven analytics to maintain a continuous, cohesive view of all investments (product, project, pipeline), applying strategic and commercial insights. It will assist the portfolio partner and SIC lead in driving commercial insights, analysis, and reporting across the investment portfolio.

The role will help build a compelling narrative around each investment, shaping business cases and forum submissions. It will support the SIC lead in producing the monthly Strategic Investment Committee reports. The team will adopt a partnership model to create a cohesive strategic pipeline of value-led investment propositions.

Additionally, the role will lead the implementation of an automated, digital-first reporting and insight function, partnering with the product team to manage the investment pipeline and embed the investment prioritization model, facilitating effective executive decision-making. It will also oversee benefits tracking, impact assessments, risk and issue identification, enabling well-informed recommendations to stakeholders.

Qualifications

• A commercially driven individual with experience in strategic analysis and reporting.
• Experience working in an agile environment within a portfolio and product context.
• Proven experience in change management through portfolio management and value-focused project delivery.
• Ability to thrive in a fluid environment and drive positive change.
• Experience working with senior internal and external stakeholders.
• Experience in building digital reports and creating clear narratives around the pipeline.
• Proficiency in operating within strategic functions, surfacing value, and connecting broad scopes of work.
• Ability to build insights and analytics using AI tools.
• Experience creating forward-looking dashboards, reports, and presentations.
• Proficiency in Power BI and reporting tools.
• Strong systems thinking, problem-solving, analytical skills, and collaboration skills.
• Highly numerate with the ability to translate strategy into commercial value.
• Strong attention to detail and ability to meet deadlines.

Minimum criteria

• Understanding of technology operating models and trends.
• Experience in reporting and working with portfolio and product tooling.
• Strong commercial and financial experience.
• Excellent EQ and stakeholder management skills.
• Ability to create forward-thinking reporting and insights.
• Ability to analyze complex data and translate strategies into a cohesive narrative and roadmap.
• Broad technology experience, including engineering, architecture, and data functions.
• Experience in creating strategy within a product-led organization.