Portfolio Analyst
Peoplebank ·www.peoplebank.com.au
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Portfolio Analyst We're seeking an experienced Portfolio Analyst to join a major transformation portfolio within a leading Financial Services organisation.
This role is ideal for someone with a Banking or Financial Services background who can confidently manage multiple workstreams, support complex change initiatives, and provide strong governance, financial management, and portfolio reporting capabilities.
Key Requirements
Peoplebank and Leaders IT are 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.
This role is ideal for someone with a Banking or Financial Services background who 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
- Strong 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
- Project Accounting experience
- Experience working across multiple fast-moving priorities
- Exposure to enterprise-wide transformation programs
Peoplebank and Leaders IT are 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.
Frequently asked questions
Who is hiring for the Portfolio Analyst role?
Peoplebank is hiring for the Portfolio Analyst position, a Shazamme client. Apply directly on the employer's career site.
Where is the Portfolio Analyst job located?
The Portfolio Analyst role with Peoplebank is based in Melbourne, VIC, AU.
What does the Portfolio Analyst role pay?
Peoplebank lists the Portfolio Analyst role at AUD 700–900 per month.
Is the Portfolio Analyst role full-time or contract?
This is a full time position at Peoplebank.
What experience level is the Portfolio Analyst role?
The Portfolio Analyst position is aimed at mid-level candidates.
How do I apply for the Portfolio Analyst role at Peoplebank?
Apply directly on Peoplebank's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.