Portfolio Analyst
Capstone ·www.capstonerecruitment.com.au
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Portfolio Analyst – Utilities/Energy Sector
Our client, a major player in the energy and utilities sector, is seeking a Portfolio Analyst with strong financial and reporting expertise to support a portfolio of approximately 30 projects across a complex and evolving regulatory landscape.
About the role
This role sits at the intersection of financial analysis, reporting, and stakeholder engagement, supporting portfolio-level visibility across a large and varied project base. You'll need the ability to work across multiple concurrent projects at once, drawing on multiple data sources to consolidate reporting and provide clear, accurate insights to support decision-making, including reporting related to Price Review spend.
Key responsibilities
Our client, a major player in the energy and utilities sector, is seeking a Portfolio Analyst with strong financial and reporting expertise to support a portfolio of approximately 30 projects across a complex and evolving regulatory landscape.
About the role
This role sits at the intersection of financial analysis, reporting, and stakeholder engagement, supporting portfolio-level visibility across a large and varied project base. You'll need the ability to work across multiple concurrent projects at once, drawing on multiple data sources to consolidate reporting and provide clear, accurate insights to support decision-making, including reporting related to Price Review spend.
Key responsibilities
- Analyse and report on portfolio performance across approximately 30 concurrent projects
- Apply strong financial analysis skills to track spend, budgets, and performance across the portfolio
- Consolidate and reconcile data from multiple sources into consistent, high-quality reporting outputs
- Support tracking and reporting of price review related spend
- Build and maintain Power BI dashboards to support portfolio reporting
- Manage detailed Excel-based analysis and reporting
- Engage confidently with a range of internal stakeholders to gather, validate, and present information
- Adapt to a complex and emerging regulatory and operational landscape
- Strong financial acumen with demonstrated reporting expertise
- Proven ability to manage and prioritise across multiple projects simultaneously
- Demonstrated experience as a Portfolio Analyst or in a similar analytical/reporting role
- Strong Power BI skills and advanced Excel capability
- Experience working with multiple, disparate data sources
- Prior experience in the utilities or energy sector, ideally with exposure to regulatory price review processes
- Strong stakeholder engagement skills, with the ability to communicate clearly across technical and non-technical audiences
- A genuine cultural fit with the client's team and ways of working
Frequently asked questions
Who is hiring for the Portfolio Analyst role?
Capstone 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 Capstone is based in Melbourne, VIC, AU.
Is the Portfolio Analyst role full-time or contract?
This is a full time position at Capstone.
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 Capstone?
Apply directly on Capstone'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.