Hong Kong Exchanges and Clearing Limited (HKEX)
Portfolio Finance & Data Analyst
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Portfolio Finance & Data Analyst
Portfolio Finance & Data Analyst
Shift Pattern: Standard 40-Hour Week (United Kingdom) Scheduled Weekly Hours: 40 Corporate Grade: D – Assistant Vice President Reporting Line: (UK Org Unit) Finance Location: UK-London Worker Type: Permanent
About the Role
The LME Group Portfolio Management Office governs all group business and technology change delivery, providing oversight of multi-year delivery plans and budgets. This role focuses on providing financial and analytical support to the project portfolio (approx. $70m), ensuring accurate tracking, reporting, and insights that enable effective decision-making and resource allocation.
You will bridge finance, data analysis, and portfolio management to drive value and performance across programmes and projects.
Responsibilities
Portfolio Finance & Reporting
- Own and deliver monthly portfolio forecasting and reporting, ensuring accuracy, timeliness, and completeness.
- Produce clear, insightful variance analysis to support senior decision-making.
- Collate and analyse financial data to support annual budgeting, prioritisation, and ongoing planning.
- Support the Financial Accounting team during month-end close, ensuring:
- Accurate accruals
- Correct journal postings
- Appropriate cost allocations
- Ensure adherence to financial controls, governance standards, and audit requirements.
Data Analysis & Insight
- Act as a steward for portfolio financial and project data, maintaining a single source of truth across systems.
- Champion data integrity, consistency, and standardisation in reporting tools and processes.
- Build trust in portfolio reporting through transparency, auditability, and traceability of financial data.
- Develop and enhance dashboarding and reporting capabilities using:
- Power BI
- Power Query
- Excel (advanced)
- SQL (desirable)
- Deliver actionable insights to support portfolio prioritisation and performance management.
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Project & Portfolio Support
- Partner with Project Managers to:
- Support financial planning, tracking, and forecasting.
- Provide guidance on accruals, capitalisation, and financial governance during the lifecycle.
- Support project initiation processes, including:
- Financial setup
- Funding drawdown
- Cost tracking
- Facilitate portfolio governance and reporting in line with PMO frameworks.
- Conduct financial and execution health checks with programmes, in conjunction with the PMO team.
Process & Tool Development
- Establish and continuously improve repeatable processes for portfolio financial management and reporting.
- Drive automation of manual processes (e.g., Power Automate, macros, VBA) to reduce administrative burden.
- Contribute to optimisation of PPM tools and financial data integration.
Requirements
Academic and Professional Qualifications
- Desirable (but not essential):
- Part-qualified or fully qualified professional accounting certification (e.g., ACA, ACCA, CIMA or equivalent).
- Evidence of continued professional development in data, analytics, or reporting tools (e.g., Power BI, data analytics certifications).
Experience & Knowledge
- Relevant experience in financial or portfolio/project accounting roles, ideally within a change, technology, or PMO environment.
- Exposure to:
- Financial systems
- Reporting tools
- Portfolio management platforms
Experience & Skills
Required:
- Strong understanding of core accounting principles (accruals, prepayments, cost allocation, P&L).
- Proven experience (4–7+ years) in financial analysis, forecasting, and reporting within a change, technology, or project-driven environment.
- Advanced capability in data tools, including:
- Power BI
- Power Query
- Excel (data modelling and transformation)
- Experience building dashboards and reports.
- Familiarity with PPM tools, such as:
- Clarity, Planview, Monday.com, Project Online
- Strong analytical skills with an ability to interpret and present complex data clearly.
- Experience working in change, transformation, or technology-driven environments.
- Excellent stakeholder management, working across Finance, PMO, and Delivery teams.
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Desirable:
- Knowledge of SQL or other data querying languages.
- Experience with automation tools (Power Automate, VBA, scripting).
- Understanding of capital vs. expense treatment in project accounting.
Personal Qualities
- Proactive, self-motivated, and a team player.
- High attention to quality and detail.
- Curious and eager to learn.
- Ability to work under pressure.
About HKEX
Hong Kong Exchanges and Clearing Limited (HKEX) is a publicly traded company (HKEX Stock Code: 388), one of the world’s leading global exchange groups. It offers financial markets, products, and services, including the London Metals Exchange (LME) and Connect schemes.
HKEX is a purpose-led organisation committed to connecting markets, promoting prosperity, and supporting communities worldwide. Discover their latest career opportunities at HKEX Careers.
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