Portfolio Analyst We're seeking an experiencedPortfolio Analystto join a major transformation portfolio within a leading Financial Services organisation.
This role is ideal for someone with aBanking or Financial Services backgroundwho 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
Solid 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 fast-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.
PeoplebankandLeaders ITare 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