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About the Role
This is an opportunity to join Insignia Financial at a pivotal time, contributing to one of the organisation's most significant periods of transformation. Working across a diverse portfolio of strategic initiatives, you'll help provide the governance, insights and portfolio visibility that enable informed investment decisions and successful delivery outcomes. You'll gain enterprise-wide exposure, bringing together portfolio performance, delivery health, risks, dependencies, financial outcomes, resource capacity and benefits realisation to create a clear view of how strategic change is progressing across the organisation. Partnering closely with executives, Finance, Risk, PMOs and delivery teams, you'll play an important role in strengthening governance, informing decision-making and supporting the successful execution of Insignia Financial's strategic priorities. Beyond portfolio oversight, you'll also have the opportunity to help shape the future of Enterprise Portfolio Management. You'll lead initiatives that leverage automation, AI and data-driven insights to improve reporting, simplify processes and enhance decision-making. You'll be encouraged to challenge conventional thinking, introduce new ideas and help evolve how portfolio management is delivered across the enterprise. With a small, high-performing team and enterprise-wide reach, you'll have the opportunity to contribute to strategic outcomes, influence how portfolio management evolves and see the impact of your work firsthand.
Responsibilities
- Deliver clear, timely and decision-ready reporting across portfolio health, delivery performance, financials, resources and benefits realisation
- Analyse portfolio trends, risks, dependencies and delivery outcomes, providing independent insights and practical recommendations
- Support the operation of the Portfolio Investment Committee, including reporting, agendas, actions and decision records
- Maintain and continuously improve enterprise portfolio governance and benefits management standards, processes and guidance
- Partner with project managers and PMO teams to improve reporting quality, consistency and the application of governance requirements
- Lead improvements across portfolio reporting and administration through automation, AI, analytics and smarter ways of working
Requirements
- Capable portfolio professional who thrives in a fast-paced environment
- Ability to quickly navigate complex information and communicate insights with clarity and confidence
- Comfortable partnering with senior leaders
- Ability to dive into detail to validate data, challenge assumptions, and improve reporting outcomes
- Experience in financial services or another regulated environment will be highly regarded
- Relevant project, program, or portfolio management qualifications
- Curiosity, initiative, sound judgement, and a strong sense of ownership
- Strong experience in enterprise portfolio management, PMO, portfolio governance or project governance, ideally around five years or more
- Understands portfolio governance and has proficiency in preparing reporting for executive or Board-level audiences
- Can interpret complex portfolio information and turn it into concise, actionable insights
- Strong stakeholder engagement skills and the confidence to provide constructive challenge
- Experience using portfolio, reporting or analytics platforms
- Applied, or genuinely experienced in applying, automation and AI tools to improve portfolio governance, reporting or management processes
- Applicants will be required to provide evidence of their eligibility to work in Australia
- Must undertake police and basic credit checks as a condition of employment
Skills
- Portfolio Management
- PMO
- Portfolio Governance
- Project Governance
- Reporting
- Data Analysis
- Stakeholder Engagement
- Automation
- AI
- Analytics
Location
- Australia
Work Type
- Full-time
Experience Level
- Five years or more in enterprise portfolio management, PMO, portfolio governance or project governance
Education Level
- Project, program, or portfolio management qualifications
About the Company
- Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations.
- From those starting out to those retiring.
- We show up for you and together we will create financial wellbeing for every Australian.
- People who are confident about their financial future live better lives.
- Do work that builds your technical know-how and challenges our entire industry to move forward.
- Free to explore new ideas and technology, solve problems in a team, and independently to get great things done.
- People-inspired tech: Deep expertise combined with creativity can take on the trickiest of problems.
- Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.
Equal Opportunity
- We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.