Portfolio Analyst We're seeking an experienced
Portfolio Analyst
to join a major transformation portfolio within a leading Financial Services organisation.
This role is ideal for someone with a
Banking or Financial Services background
who can confidently manage multiple workstreams, support complex change initiatives, and provide strong governance, financial management, and portfolio reporting capabilities.
Key Requirements
Banking & Financial Services experience
Strong PMO and portfolio governance experience within large-scale transformation programs
Financial budgeting, forecasting, and reporting expertise
Experience managing risks, issues, dependencies, and mitigations
Strong stakeholder management and communication skills
Ability to synthesise complex information and provide actionable insights
Advanced Excel, PowerPoint, Word, Teams, SharePoint, JIRA, Confluence, and Mural skills
Proven experience improving financial processes, forecasting, reconciliations, and reporting
Ability to work autonomously,



take ownership, and drive continuous improvement
Exceptional attention to detail with the ability to manage competing priorities and tight deadlines
Nice to Have
Project Accounting experience
Experience working across multiple rapid-moving priorities
Exposure to enterprise-wide transformation programs
If you're a proactive Portfolio Analyst with strong financial acumen and experience supporting complex transformation initiatives within Banking or Financial Services, we'd love to hear from you.
Peoplebank
and
Leaders IT
are committed to creating a diverse and inclusive workplace where everyone belongs.
We welcome applications from people of all backgrounds, identities, and experiences.
If you need adjustments to the recruitment process due to your circumstances, please let us know—we're here to support you.
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📌 Portfolio Analyst (Melbourne)
🏢 Peoplebank
📍 Melbourne