Portfolio Management Automation Manager

As the Portfolio Management Automation Manager at TAL, you will lead the transformation and automation of portfolio and commercial management processes. Your responsibilities include strengthening governance frameworks, enhancing efficiencies, and documenting necessary policies. Moreover, you'll be the main point of contact with Finance, making sure the entire commercial management process runs smoothly while proactively identifying and reducing risks.

To be successful in the Portfolio Management Automation Manager position at TAL, strong experience in automation and process engineering is essential. Candidates should be strategic thinkers who understand accounting and actuarial concepts. Additionally, exceptional relationship-building skills and outstanding communication abilities are a must, alongside a proven track record in delivering results on multiple projects.

TAL is committed to fostering an inclusive and equitable culture for all employees, including those applying for the Portfolio Management Automation Manager position. We encourage people from diverse backgrounds, including Aboriginal and Torres Strait Islander peoples, individuals with disabilities, and members of the LGBTQI+ community to apply. This dedication reflects our core values and commitments to diversity at all levels.

Success as a Portfolio Management Automation Manager at TAL requires a blend of technical, strategic, and interpersonal skills. You should have strong automation and process engineering skills, a good grasp of accounting and actuarial principles, and excellent communication and presentation abilities. Additionally, the capacity to develop relationships across teams and manage multiple tasks effectively is crucial for delivering quality outcomes.

The work culture at TAL is collaborative and dynamic, emphasizing flexibility and diversity. As a Portfolio Management Automation Manager, you will be part of a team that values integrity, accountability, and the pursuit of excellence. We're dedicated to supporting one another and working together to achieve the best outcomes for our customers and stakeholders, ensuring that everyone can bring their authentic selves to work.

When answering this question, provide a specific example of a project where you led automation efforts. Discuss the challenges you faced, the steps you took to overcome them, and the measurable outcomes achieved from the automation. Be sure to highlight your role in leading change and the positive impact on overall efficiency.

Demonstrating your ability to prioritize is key. Discuss your approach to assessing the urgency and importance of tasks. You might mention utilizing project management tools, setting clear milestones, and maintaining open communication with stakeholders to ensure alignment on priorities.

Focus on your interpersonal skills here. Share examples of methods you've used to cultivate relationships, such as regular check-ins, collaborative projects, and actively seeking feedback. Highlight how effective communication aids in understanding team dynamics and forging strong partnerships.

While answering this question, highlight your experience with identifying, assessing, and mitigating risks in a portfolio context. Provide examples of frameworks or strategies you've used in the past to effectively manage risks and support decision-making within your team.

Explore your experiences of facilitating communication across departments. Discuss techniques like regular joint meetings, clear documentation of processes, and the importance of shared objectives that align Finance and Portfolio Management teams toward common goals.

Here, focus on specific KPIs relevant to portfolio management, such as return on investment, efficiency ratios, and governance compliance metrics. Discuss your analytical approach to tracking performance and making data-driven adjustments to improve outcomes.

Share a specific instance when you identified an opportunity for improvement and led your team through the change process. Emphasize your role in communicating the vision, aligning team goals, and addressing any resistance to change, showcasing your leadership qualities.

Discuss your conflict resolution skills by explaining how you would approach this situation. Emphasize the importance of listening to all perspectives, facilitating a dialogue between the conflicting parties, and finding a mutually agreeable solution while maintaining a focus on project goals.

Mention specific tools you've used in previous roles, such as project management software, automation tools, or financial analysis platforms. Discuss how you leveraged these tools to streamline processes and improve overall efficiency within the portfolio management framework.

This is your opportunity to express your passion for the role and alignment with TAL's values. Discuss your eagerness to contribute to a mission that protects Australians and your excitement about leading change in a team that values collaboration, innovation, and diversity.