Senior Portfolio Analyst Must have wealth management experience $180k-$210k inclusive of Super + Bonus Role Overview: This role is pivotal in enhancing portfolio reporting, benefits realisation, resourcing, whilst providing data-driven insights to support strategy execution especially important as the business scales.
It's an exciting, newly created opportunity to make the role your own and work with work highly regarded leaders.
Responsibilities: Portfolio planning & prioritisation: Supporting the alignment of portfolio initiatives to strategy, managing intake, and applying prioritisation frameworks Continuous improvement: Identifying opportunities to optimise delivery practices, uplift capability, reporting, prioritisation, benefits realisation, Performance management: Tracking benefits, outcomes, and KPIs/OKRs; providing insights through dashboards and reporting.
Conducts analysis and scenario modelling to inform governance decision-making Resource & capacity planning: Implement a new resource management tool / reporting Methodology & tools: Assess tooling, what tools can be implemented to drive consistency and efficiency across the portfolio Governance & assurance: Defining standards, facilitating governance forums, and ensuring compliance with delivery methodologies Stakeholder engagement: Partnering with business units, delivery teams, and executives to provide visibility and enable informed decision-making.
Skills & Experience: Demonstrated experience operating at a EPMO / PMO / Portfolio Analyst level within the Financial Services industry – must have Wealth Management industry experience – must have Demonstrated hands-on experience working on portfolio reporting, benefits realisation, portfolio / PMO resourcing Experience uplifting Delivery Capabilities / Process improvement within a portfolio or PMO Proven, high quality, articulate stakeholder engagement skills and the ability to liaise with C Suite and Executive stakeholders Strong problem-solving capabilities Energy, enthusiasm and a passion for making a tangible difference What's on Offer: This is a unique, newly created opportunity to make process improvements within a high performing portfolio of a business that is growing and going from strength to strength An opportunity to learn and report into a highly regarded leadership team and executive team, with a highly collaborative culture Salary circa - $180,000 - $210,000 including Super How to apply If you have the relevant PMO / Portfolio and Wealth Management experience and you are looking for a new opportunity where you can shape the role and make your mark within a business undergoing significant transformation, we would love to hear from you and discuss further – please click apply