Portfolio Manager Jobs

About The Position

Requirements

• Minimum of seven years of relevant experience in analytics, reporting, and business intelligence, with hands-on delivery in Power BI
• Undergraduate degree in business, finance, economics, engineering, computer science, or a related field
• Experience supporting investment or portfolio reporting, with strong understanding of commitments, funding, valuations, cash flows, performance, and pipeline reporting.
• Exceptional stakeholder management and communication skills, with experience presenting insights to senior leaders and influencing decisions
• Strong Power BI capabilities with a focus on translating business requirements into scalable, decision‑ready reporting outputs
• Demonstrated portfolio of Power BI work (dashboards, semantic models, DAX)
• Advanced SQL skills and comfort working directly with enterprise databases/data warehouses to query, reconcile, and validate results
• Demonstrated ability to lead and develop reporting and analytics capability, including mentoring, prioritization, and driving consistency and quality of outputs
• Strong controls mindset, including documentation, lineage, reconciliation, and change management to support explainable, audit-ready reporting
• Experience operating within a business function in close partnership with IT, with clear accountability for reporting outputs and stakeholder adoption

Nice To Haves

• Experience in infrastructure or related private assets environments is strongly preferred
• Bilingualism in English and French is an asset; training can be provided

Responsibilities

• Design and deliver Power BI dashboards and report packs aligned to defined business priorities and executive decision‑making needs, including Power Query, data modeling, DAX, publishing, and refresh
• Write and optimize SQL to interrogate, reconcile, and validate data from enterprise databases/data warehouses
• Translate business questions into well defined metrics, definitions, and visuals with established standards that enable clear executive decision-making
• Implement data quality checks, reconciliations, and documentation so outputs are explainable and trusted
• Partner with IT and systems owners to access and shape data from enterprise databases/warehouses and independently validate outputs to ensure accuracy and consistency
• Define business data and reporting requirements and priorities, and work with IT and systems owners to improve data sourcing (tables/views, refresh schedules, access) and reduce manual reporting
• Continuously improve performance and usability (report design standards, navigation, load times, and workspace governance)

Benefits

• We are committed to diversity and equitable access to employment opportunities. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know at [email protected] and we will work with you to meet your needs.