Portfolio Analyst - Planning & Performance

About the role

A leading insurance organisation is seeking a Portfolio Analyst to support the planning and performance of a portfolio covering strategic, tactical and marketing initiatives. You will help assess investment priorities, monitor delivery capacity and track whether initiatives deliver their intended benefits, giving senior leaders a clear view of portfolio performance and supporting decisions on funding, resources and priorities. The role is based in Sydney CBD with 2-3 days per week in the office.

Key responsibilities

• Support annual and quarterly portfolio planning, including prioritisation workshops and maintaining the investment pipeline.
• Analyse demand against delivery capacity to inform resource allocation and planning.
• Develop scenario models and evaluate investment options to support funding decisions.
• Support business case development, validate benefits and track benefits realisation.
• Analyse portfolio performance, identify trends and highlight risks and opportunities.
• Track growth objectives, marketing expenditure and associated business outcomes.
• Prepare reports, presentations and recommendations for senior leaders and investment governance forums.
• Identify ways to improve portfolio performance and return on investment, and support capacity allocation and resource planning decisions.

Required profile

• Sound experience in portfolio analysis or management, PMO, business performance, strategy or consulting.
• Experience supporting portfolio planning, prioritisation, investment governance or benefits management.
• Ability to turn complex information into clear insights and practical recommendations.
• Confident communication and stakeholder engagement skills.
• Insurance or financial services experience highly regarded; exposure to Agile is helpful.

Required skills

• Advanced Excel, including financial modelling and scenario analysis.
• Strong PowerPoint skills and experience presenting to senior stakeholders.
• Beneficial: Power BI, Jira, Confluence, SAFe or Lean Portfolio Management.

The role is a day rate contract of $800 plus superannuation per day. Applications are made by sending your CV to the recruiter named in the original listing.