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Portfolio Governance Coordinator

3 months ago

Brisbane, Queensland, Australia Rest Full time

Company Description
Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders

Closing date: 13th March 2024
Please note Rest does not accept speculative resumes from recruitment agencies

  • Newly created role
  • Join a highly professional and knowledgeable team
  • Hybrid working as standard

About Us
Established in 1988, Rest is one of Australia's largest profit-to-member superannuation funds.


We support nearly two million members, with around $75 billion of funds under management and are recognised as a responsible investment leader*.

We believe when members understand and engage with their super, they're more likely to get a better retirement outcome.


Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit.

To put it simply we want our people to thrive and love the work they do.

About the Job


This role is responsible for assisting the Portfolio Governance team with the day-to-day activities related to the governance of the transformation portfolio for Rest to ensure that portfolio achieves its stated strategic or operational objectives.


The role requires close collaboration with the, Portfolio Delivery team and other support service functions and will be responsible collating key information and performing initial analysis of portfolio performance data (financials, benefit realisation, status, risk and issues) to assist with monthly and quarterly Portfolio Governance reporting.

This role will also provide secretariat support to the Portfolio Governance Committee including distribution of management reporting, minute taking and tracking key decisions.

Including proactive follow up of actions.


The Portfolio Coordinator will also provide advice and guidance to stakeholders on the governance framework, portfolio governance cycles and including supporting staff with how to complete business case templates, benefits realisation plans and capital allocation plans.


  • Assist stakeholders to embed Portfolio Governance framework and artifacts across the transformation portfolio,
  • Assist in the preparation and review of all new and ongoing funding requests, including follow up of missing artefacts acts and or questions ahead of final approvals.
  • Responsible for the preparation of Portfolio Governance Committee pack, documenting minutes for Portfolio Governance Committee and maintain decisions log and storing key artifacts for future reference.
  • Work with program, project, and stable team benefit owners to ensure benefit realisation plans and ensure information is captured and tracking and ensure collective view is managed at a Portfolio level,
  • Collate and maintain key information regarding program and project milestones linked to benefit realisation and work with Portfolio Delivery to understand changes to the change delivery roadmap and impact to portfolio benefits.
  • Responsible for collating, validating, Program Workbooks with a view to updating portfolio management data sources, with information on the status of the portfolio including data to monitor the performance across key delivery levers: outcomes, benefits, measures of success, portfolio finance, and risk.
  • Work with Portfolio Governance Analyst to develop new or updated reports and ensure data set is maintained to maintain monthly dashboards.
  • Develop and maintain Portfolio Governance Information repository/site, to share information regarding the Portfolio governance, store templates and provide access to key artifacts, including internal communication of changes.
  • Develop and maintain forward view of PGC forward calendar and engage stakeholders to ensure inputs for monthly reporting are received.
  • Setting up Governance administration fundamentals as we digitise our ways of working by implementing a PPM tool and system, contribute to the requirements gathering and selection criteria. Systematically maintain portfolio governance management software, governance charter business rules, system configuration, testing and user administration tasks to promote end user adoption.
  • Coordinating our continuous improvement surveys and backlogs to assist with our prioritisation of Portfolio Governance uplift, to enable capabilities and overall Portfolio Governance maturity.
  • Assisting in setting up our intranet homepage that will assist end users find information and artefacts to drive a selfhelp model.
  • Assisting with the development of Portfolio Governance training material, coordinating training groups, training registers and the creation of Portfolio Governance LMS modules.
  • Contribution to the Portfolio Governance Refresh sessions, preparing health check reports, identifying themes and presenting insights to the Change Delivery community.
  • Initiate continuous improvement/change activities as part of day to day, to continue to be efficient and minimise double handlin