Manager Investment Reporting & Analysis
Core
Lead investment reporting, analysis, and governance for a ~$2.4bn portfolio to support senior executive decision-making and capital allocation.
Role type
Manager, Investment Reporting & Analysis
Builds
Group-wide investment spend reports, governance processes, and strategic insights for the CEO, CFO, and Board.
Domain
Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
CA or CPA qualification, advanced Excel, financial analysis, stakeholder management, strategic planning, risk assessment, commercial judgement
Preferred skills
Tableau, Alteryx, Power BI
Responsibilities
Deliver Group-wide investment spend reporting and analysis; manage key investment governance processes; partner with stakeholders to allocate and prioritize the investment portfolio; prepare reporting for Profit Announcements; support external investment due diligence; drive continuous improvement in reporting processes.
Seniority
Manager, hands-on IC with strategic oversight