Portfolio Analyst

4 months ago

Sydney Inner Suburbs, Australia Suncorp Group Full time

**Permanent role**:

- **Become part of the Specialist Motor Portfolio team, with a strong collaborative and customer-focussed culture**:

- **Contribute towards BAU reporting as well as ad-hoc initiatives being managed by the team**:

- **Any location**

A rare opportunity exists for a Portfolio Analyst to join the Speciality Portfolio team in Consumer Insurance. As part of this high performing team, you will contribute to the portfolio's performance by monitoring trends, recommending initiatives and supporting implementation of initiatives that drive profitable growth for the Shannons, as well as all Motorcycle, Caravan, Motorhome and Boat portfolios for the Group.

**Specifically, responsibilities will include**:

- Analyse the portfolio performance across all channels to identify opportunities to increase portfolio profit & loss performance
- Contribute to Portfolio budgeting, forecasting and reporting through understanding the key levers driving the underlying performance
- Evaluate the performance of product/pricing initiatives to determine impact and recommend appropriate solutions
- Conduct regular investigation of the portfolio data to highlight segmentation trends and develop appropriate solutions
- Complete ad hoc analysis and provide analytical support to numerous other teams across the business when required
- Complete analysis and monitoring of competitor pricing activity, quote tracker tool and industry trends to identify trends and opportunities in the market
- Conduct appropriate due diligence to ensure compliance on all materials and raise any potential breaches appropriately

**In order to be successful in this role, you will have**:

- Advanced reporting/data interpretation skills - specifically trend and variance of product/brand performance
- Strong data manipulation, statistical techniques, mining/analysis skills
- Demonstrable knowledge of key business drivers for budgeting and forecasting, combined with strong commercial awareness and business acumen
- Programming experience (Excel, SAS) will be highly regarded
- Strong time management skills coupled with excellent attention to detail
- Willingness to think creatively and have an ability to initiate changes
- Robust communication skills (Written/Verbal) coupled with the ability to build positive and constructive working relationships with key stakeholders
- Relevant tertiary qualifications (Actuarial, Business, Mathematics or Statistics) - preferred but not essential
- Insurance related work experience, preferably in retail/direct brands - preferred but not essential

**Culture**:
Working as part of the Suncorp Group you will have access to an unparalleled range of job opportunities across insurance and corporate services. We promote a high-performance culture where people are rewarded for effort and dedication. We recognise and value commitment and encourage our people to maintain a healthy balance between their career and personal time. Suncorp has been awarded Employer of Choice for Gender Equality (EOCGE) by the Workplace Gender Equality Agency (WGEA) for seven years in a row.

Employee benefits | Suncorp Group
- We believe we are at our best when our workforce is as diverse, talented and passionate as the communities in which we live and operate, and where our people feel included, valued and connected. We are passionate about inspiring our people by creating a diverse, accessible, and inclusive culture, offering flexible work, career development and internal mobility, and building connected relationships amongst our team members and with our customers._

**Advertised**: 05 Sep 2024 AUS Eastern Standard Time
**Applications close**: 19 Sep 2024 AUS Eastern Standard Time

  • Portfolio Analyst

    3 months ago

    Sydney, Australia Westpac Banking Corporation Full time

    Portfolio Analyst **How will I help?** We are looking for a Portfolio Analyst to join our team. **What's in it for you?** You'll play an important and significant part in the future of a business that has been around for 200 years and be instrumental in achieving our purpose of helping Australians succeed. So, we'll back you in the development of your...

  • Analyst, Portfolio Management

    6 months ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility....

  • Portfolio Planning Analyst

    6 months ago

    Sydney, Australia Maxima Full time

    **Portfolio Planning Analyst - Local Government** $61.83ph + Super Mon - Friday 0800 - 1700 Maxima, on behalf of our client, is seeking an experienced **Portfolio Planning Analyst** to join their team! Dedicated to ensuring excellence in all that they do with high levels of job satisfaction & quality in the service they provide. **Key...

  • Portfolio Analyst

    2 months ago

    Sydney, Australia FinXL Full time

    **Job details**: - Posted 14 November 2024 - SalaryNegotiable - LocationSydney - Job type Contract - DisciplineDigital & Product Engineering - Reference90M0656463_1731559157 **Job description**: Portfolio Analyst FinXL IT Professional Services is an established innovative Australian company providing technology enabled business solutions and consulting...

  • Portfolio Analyst

    4 months ago

    Sydney, Australia Westpac Banking Corporation Full time

    Portfolio Analyst **How will I help?** We are looking for a Portfolio Analyst to join our team. **What's in it for you?** You'll play an important and significant part in the future of a business that has been around for 200 years and be instrumental in achieving our purpose of helping Australians succeed. So, we'll back you in the development of your...

  • Portfolio Operations Analyst

    18 hours ago

    Sydney, Australia Wellington Management Full time

    **Position** The Portfolio Operations Analyst (“The Analyst”) will be part of the APAC InvesTech Group. The newly formed Investment Services and Technology (**InvesTech**) organization will design and develop a cohesive program, with an end-to-end view of the investment process, which brings technology and operations together to deliver better, more...

  • Digital Portfolio Analyst

    8 months ago

    North Sydney, Australia Zurich Insurance Full time

    A new adventure awaits- At Zurich we’re on a journey to lighting the way to a brighter futurea brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.- We are looking for a Digital Portfolio Analyst to work within our SME General Insurance team. Reporting to the Digital Portfolio...

  • Idc Digital Portfolio Analyst

    3 weeks ago

    Sydney, Australia Lendlease Full time

    Lendlease is looking for a Portfolio Analyst to join the digital team. The core objective of the portfolio analyst is to support the Portfolio Managers across the Investments, Development and Construction businesses (IDC) build the right capability-aligned technology portfolio to support the strategic IDC Business objectives. Working closely with key...

  • Portfolio Administration Analyst

    7 months ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentOur client is a global fund manager, seeking a Portfolio Administration Analyst to join its growing Portfolio Admin team in Sydney. **Key Accountabilities and Scope**: Perform all aspects of the portfolio administration and operation process, including: - Perform daily fund NAV, cash, and position reconciliation - Work...

  • Analyst, Credit

    6 months ago

    Sydney, Australia MUFG Bank, Ltd., Australia Full time

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Analyst, Credit

    7 months ago

    Sydney, Australia MUFG Bank, Ltd., Australia Full time

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we’re 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Portfolio Administration Analyst

    7 months ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementPermanentOur client is a global fund manager, seeking a Portfolio Administration Analyst to join its growing Portfolio Admin team in Sydney.The company is developing rapidly in a growing sector of the market. Portfolio administration is an important supporting function to the success of the business and the role provides scope to...

  • Portfolio Analyst

    2 months ago

    Sydney, Australia Australian Retirement Trust Full time

    **Take hold of a monster opportunity and join our Public Markets team! **We are looking for a Portfolio Analyst to join Australian Retirement Trust in Sydney or Brisbane!** **Why join us?** - You'll get 14% super as standard, to help your future come alive. - Unleash your potential and build a career to be proud of through excellent training and development...

  • Portfolio Actuarial Analyst

    1 week ago

    Sydney, Australia Avant Full time

    Avant is Australia’s leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 130 years. Avant now represents 90,000 health practitioners and medical students across every state and territory, delivering market leading products and services to meet their professional, personal and practice needs....

  • Portfolio Reporting Analyst

    1 month ago

    Sydney, Australia Optus Full time

    **Portfolio Reporting Analyst**: **Date**:18 Nov 2024 **Location**: Sydney, Australia **Company**:Singtel Group **It starts with YES!** At Optus, we have an ambitious goal to be Australia’s most loved everyday brand. The Portfolio Analyst will support insights & sophisticated analytics across the credit management journey with a focus on Loss...

  • Analyst, Portfolio Valuation

    7 months ago

    Sydney, Australia Kroll Full time

    Analyst, Portfolio Valuation Kroll is the leading provider of fairness opinions and portfolio valuations globally over the past 10 years. Uniquely independent, Kroll has valuations as its core competency. Headquartered in New York, it has expanded to be a major global valuations and corporate finance firm with over 5,000 professionals across North America,...

  • Portfolio Governance Analyst

    7 months ago

    Sydney, Australia The Star Entertainment Group Full time

    **About your new role** As a Portfolio Governance Analyst, you will provide skills to support the development and implementation of portfolio governance across IT group. The role will be responsible for co-ordination of activities and analysis. You will ensure that activities relating to program governance, financial management, resource tracking, and...

  • Portfolio and Operations Analyst

    7 months ago

    Sydney, Australia Hatch Full time

    ** This role is at QBE (not for Hatch)** Hatch is supporting QBE to find a great Portfolio and Operations Analyst to join their Finance and Accounting team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like QBE. **About the role at QBE** A...

  • Test Analyst

    3 months ago

    Sydney Inner Suburbs, Australia Suncorp Group Full time

    **Brisbane, Sydney or Melbourne** **Full-time Role** - Be a part of one of the most transformative programs in Suncorp’s history - Challenging and varied role with the opportunity to work across a diverse portfolio of initiatives - Coaching and development opportunities to grow into future testing roles. Are you passionate about testing and ensuring...

  • Project Portfolio Analyst

    6 months ago

    Sydney, Australia SBS Full time

    We also acknowledge the unique contribution that Aboriginal and Torres Strait Islander peoples make to our society and our workplace through their enduring and continued connection to land, sea, sky and community. **About Us** SBS is one of the world's most unique and innovative media organisations, producing trusted, meaningful and engaging content that...