At a Glance
- Tasks: Support portfolio planning, reporting, and analytical activities for strategic initiatives.
- Company: Join a leading financial services firm focused on growth and innovation.
- Benefits: $800 per week plus super, with a contract until June 2027.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make an impact by optimising investment performance and driving informed decision-making.
- Qualifications: 3-5 years in portfolio management or related fields, with strong analytical skills.
The predicted salary is between 800 - 800 $ per month.
Currently recruiting for a Portfolio Analyst with Planning & Performance skills to provides planning, reporting and analytical support.
$800 including super. Must have Financial Services experience.
- The role is responsible for supporting portfolio planning, prioritisation, capacity management, benefits realisation and investment performance across a portfolio of strategic, tactical and marketing initiatives.
- Working within the Growth Office, the role supports planning processes, performance reporting, investment governance and portfolio optimisation activities, enabling informed decision making and improved portfolio outcomes across the portfolio.
- This is a contract to the end of June 2027.
- Support annual and quarterly portfolio planning processes.
- Facilitate prioritisation workshops and portfolio planning activities.
- Maintain portfolio demand, pipeline and prioritisation artefacts.
- Support evaluation and prioritisation of new investment opportunities.
- Assist in development of portfolio scenarios and investment options
- Analyse portfolio performance, trends and delivery outcomes.
- Track and report growth performance indicators and OKRs.
- Produce executive insights and portfolio performance recommendations.
- Provide data-driven analysis to support portfolio investment decisions.
- Identify opportunities to improve portfolio outcomes and return on investment
Experience required
- 3-5 years' experience in portfolio management, business performance, strategy, finance, consulting or PMO functions
- Experience supporting planning, prioritisation, investment governance or benefits realisation activities.
- Experience with benefits management, business case development or portfolio planning frameworks.
- #J-18808-Ljbffr
Portfolio Analyst in Sydney employer: Ethos BeathChapman
Ethos BeathChapman is an exceptional employer located in the vibrant city of Sydney, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from comprehensive professional development opportunities and a supportive environment that encourages growth within the Risk team. With a focus on meaningful work in risk and controls, this role provides a unique chance to contribute to critical projects while enjoying the perks of working in a thriving metropolitan area.
