Senior Portfolio Forecasting Analyst

About the role

A leading Australian lender is creating a new Senior Portfolio Forecasting Analyst position in Sydney CBD, working at the intersection of Credit Risk, Finance, Strategy and Commercial Analytics. The analyst forecasts how the lending portfolio will evolve over the next 12-24 months and helps the business understand the commercial implications of those changes. The role works closely with senior stakeholders across Risk, Finance, Operations and Product, and involves building a capability from the ground up with high visibility across the organisation.

Key responsibilities

• Develop and maintain portfolio forecasting models that project portfolio growth, composition, performance and expected losses.
• Build scenario and sensitivity analyses to assess the impact of changes in credit policy, pricing, channel mix, customer behaviour and economic conditions.
• Partner with Finance to incorporate portfolio forecasts into financial planning and business forecasting processes.
• Identify leading indicators, emerging trends and potential portfolio risks before they affect performance.
• Analyse portfolio performance across customer segments, industries and acquisition channels.
• Support the ongoing development of provisioning and expected loss forecasting methodologies.
• Deliver commercial insights and recommendations that support growth, profitability and risk management objectives.
• Present insights and recommendations to senior stakeholders and executive leadership.
• Help establish and mature a new organisational capability within the business.

Required profile

• 5+ years' experience in an analytical, commercial or strategic role.
• Experience across stress testing, portfolio-level scenario and sensitivity forecasting, modelling and problem-solving.
• Ability to turn complex analysis into practical business recommendations.
• Strong stakeholder management and communication skills.
• Commercial mindset and curiosity about how businesses grow and manage risk.

Required skills

• Advanced Excel and SQL (a must)
• R, SAS, Python or similar analytical tools (a big plus)

The arrangement is 4 days in the office and 1 day from home. The role is advertised by BlueFin Resources; candidates can apply online or contact the recruiter for more information.