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, perks 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 new 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.

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📌 Portfolio Analyst (Sydney)
🏢 Ethos BeathChapman
📍 Sydney