Portfolio Analyst (Melbourne)

Portfolio Analyst (Melbourne)

02 Sep
|
Capstone Recruitment Group
|
Melbourne

02 Sep

Capstone Recruitment Group

Melbourne

Portfolio Analyst

Our client, a major organisation operating within critical infrastructure, is seeking a Portfolio Analyst with strong financial and reporting expertise to support a portfolio of multiple concurrent projects within a complex and evolving regulatory landscape.

About the role

This role sits at the intersection of financial analysis, reporting, and stakeholder engagement, supporting portfolio-level visibility across a large and varied project base within a critical infrastructure environment. You will work across multiple concurrent projects at once, drawing on multiple data sources to consolidate reporting and provide clear, accurate insights that support decision-making, including reporting related to periodic regulatory price or compliance review cycles.

Key responsibilities

- Analyse and report on portfolio performance across multiple concurrent projects
- Apply strong financial analysis skills to track spend, budgets, and performance across the portfolio
- Consolidate and reconcile data from multiple sources into consistent, high-quality reporting outputs
- Support tracking and reporting of spend related to periodic regulatory price or compliance review cycles




- Build and maintain Power BI dashboards to support portfolio reporting
- Manage detailed Excel-based analysis and reporting
- Engage confidently with a range of internal stakeholders to gather, validate, and present information
- Adapt to a complex and evolving regulatory and operational landscape

About you

- Solid financial acumen with demonstrated reporting expertise
- Proven ability to manage and prioritise across multiple projects simultaneously
- Demonstrated experience as a Portfolio Analyst or in a similar analytical or reporting role
- Strong Power BI skills and advanced Excel capability
- Experience working with multiple, disparate data sources
- Prior experience within critical infrastructure or a heavily regulated sector, ideally with exposure to regulatory price review processes
- Strong stakeholder engagement skills, with the ability to communicate clearly across technical and non-technical audiences
- A genuine cultural fit with the client's team and ways of working

Only Successful Candidates will be Contacted If you feel you have the skills and experience required please HIT the APPLY BUTTON or email jason(AT)capstonerecruitment.com.au

📌 Portfolio Analyst (Melbourne)
🏢 Capstone Recruitment Group
📍 Melbourne

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