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 current 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.

Please forward your CV to Sam Garden

📌 Portfolio Analyst (Sydney)
🏢 Ethos BeathChapman
📍 Sydney