Portfolio Analyst

10 hours ago

Docklands, Australia Marsh Full time

We are seeking a talented individual to join our **Marsh Credit Specialities** team at **Marsh**. This role will be based in **Melbourne office**. This is a hybrid role that has a requirement of working at least three days a week in the office.

An exciting opportunity has become available to work in the **Marsh Political Risk and Structured Credit team**. The Portfolio Analyst provides support relating to the Political Risk and Structured Credit team’s live portfolio, transaction execution and wider business development efforts. In this Melbourne-based role, you will have the opportunity to progress into a client and carrier relationship role following the completion of key development milestones over 18-24 months.

**We will count on you to**:

- Maintain and Analyze Portfolio Data:

- Track pending and live portfolio data, including billing activity.
- Prepare and maintain Deal Folders, Desktop Pipeline Spreadsheets, and Deal Market Sheets.
- Input and extract Helios Data on an ad-hoc basis.
- Maintain CRM (MPower) Records:

- Ensure accurate entry and updates of revenue projections and bookings.
- Prepare MPower reports and dashboards for senior team members as required.
- Policy Documentation:

- Draft Premium Calculation Sheets and Policy Schedules.
- Review Policy Wordings prepared by senior team members (non-technical analysis).
- Drive Billing Processes:

- Collaborate effectively with Marsh Client Operations for accurate and timely drafting of premium calculation sheets and review of invoices and closings.
- Track and action overdue invoices and closings between clients, insurers, Marsh offices, and the Accounts Team.
- Accounts Management:

- Respond to audit requests from Marsh Accounts.
- Address client ledger balance requests.

**What you need to have**:

- ** Completion or near completion of an undergraduate degree in Finance, Economics, or a related field.**:

- ** Basic understanding and interest in capital markets.**:

- ** 6-12 months of experience in a back/middle office role in the banking or financial services industry.**:

- Team-oriented with strong problem-solving and analytical skills.
- Excellent time management skills and a “can-do” attitude with an eagerness to learn.
- Proficiency in Microsoft Office, with intermediate/advanced skills in Microsoft Word and Excel.
- Excellent oral and written communication skills.

**What makes you stand out**:

- Willingness to go the extra mile for client satisfaction.
- Ambition to build a solid career foundation in the financial services industry.
- Excellent interpersonal skills and the ability to work well in a team or autonomously.

**Why join our team**:

- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

**About Marsh Credit Specialties**

**Credit specialties**

We deliver payment, performance, and country risk and insurance knowledge and solutions through a diverse and creative global team.

We specialize in accessing insurance risk capital to help our clients optimize their results. We support clients’ growth and enhanced returns by facilitating sales, replacing collateral, securing finance, and releasing capital in a world of continuous change.

Our global political risk and structured credit practice includes specialists with insurance broking, private sector, and public sector underwriting, banking, and other professional backgrounds.

Our diverse and creative team of specialists ensures that clients are aware of the options and market trends. Our extensive research and analysis mean that we can provide clients with both quantitative and qualitative information, enabling them to make more informed risk decisions tailored to their specific needs and helping them to navigate the complexities of risk management with greater confidence**.**

**About Marsh**:
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week.

  • Analyst, Portfolio Valuation

    2 months ago

    Docklands, Australia AGL Energy Full time

    Join the change. Together, we’ll make history. As we keep the lights on for over four million customers and move towards a more sustainable way of life, it’s an exciting time to be at AGL. We’re re-imagining how homes and business live and work across the country and we want you to be a part of it. This moment will define our time, and your career as...

  • Senior Portfolio Business Analyst

    3 weeks ago

    Docklands, Victoria, Australia Link Group Full time

    Job OverviewAs a Senior Portfolio Business Analyst, you will work closely with Project Managers, business unit leaders, and cross-functional team members to ensure that business and technical requirements for projects are documented, agreed, and delivered through all phases of the project. You will assist as a team player across a range of other project...

  • Debt Services Portfolio Analyst

    3 weeks ago

    Docklands, Victoria, Australia Equifax Full time

    At Equifax, we're looking for a skilled Debt Services Portfolio Analyst to join our team. As a key member of our debt services business, you'll play a crucial role in driving recovery performance on client accounts using our platforms and data.Key Responsibilities:Drive recovery performance on client accounts using our platforms and data.Support the Equifax...

  • Senior Portfolio Analyst, Business Solutions

    4 days ago

    Docklands, Victoria, Australia Link Group Full time

    About the RoleWe are seeking an experienced Senior Portfolio Analyst, Business Solutions to join our team. As a key member of our Business Solutions group, you will play a critical role in driving business value and delivering strategic initiatives.Key ResponsibilitiesLead the development of business cases and strategic plans to drive business growth and...

  • Debt Services Portfolio Analyst

    3 weeks ago

    Docklands, Victoria, Australia Equifax Full time

    At Equifax, we're looking for a skilled Data Analyst to join our Debt Services team. As a Data Analyst, you'll play a critical role in driving recovery performance on client accounts using our platforms and data.Key responsibilities include:Supporting the Equifax Debt services sales process to acquire new clientsProcessing data for proposals and...

  • Quantitative Analyst

    3 months ago

    Docklands, Australia Mercer Full time

    **Quantitative Analyst** **What can you expect?** Join our Investments Tools and Tech team! If you like to solve complex problems, have a keen eye for detail and have a passion for creating better lives then we need you to help us build solutions to help our clients navigate some of the biggest challenges of our time. You will be part of a growing team...

  • Senior Digital Analyst

    1 month ago

    Docklands, Victoria, Australia Australian Pharmaceutical Industries Full time

    About Wesfarmers HealthWesfarmers Health is a leading health, beauty, and wellness company in Australia, formed through the acquisition of Australian Pharmaceutical Industries (API). Our portfolio includes Priceline, Priceline Pharmacy, Soul Pattinson Chemist, Pharmacist Advice, Clear Skincare Clinics, InstantScripts, and SILK Laser Clinics.About the RoleWe...

  • Senior Digital Analyst

    4 weeks ago

    Docklands, Victoria, Australia Australian Pharmaceutical Industries Full time

    About Wesfarmers HealthWesfarmers Health is a leading health, beauty, and wellness company in Australia, formed through the acquisition of Australian Pharmaceutical Industries (API). Our portfolio includes Priceline, Priceline Pharmacy, Soul Pattinson Chemist, Pharmacist Advice, Clear Skincare Clinics, InstantScripts, and SILK Laser Clinics.About the RoleWe...

  • Marketing Data Analyst

    1 month ago

    Docklands, Victoria, Australia Australian Pharmaceutical Industries Full time

    About Wesfarmers HealthWesfarmers Health is a leading health, beauty, and wellness company in Australia, formed through the acquisition of Australian Pharmaceutical Industries (API). Our portfolio includes Priceline, Priceline Pharmacy, Soul Pattinson Chemist, Pharmacist Advice, Clear Skincare Clinics, InstantScripts, and SILK Laser Clinics.About the RoleThe...

  • Functional Analyst

    3 weeks ago

    Docklands, Australia AGL Energy Full time

    Join the change. Together, we’ll make history. As we keep the lights on for over four million customers and move towards a more sustainable way of life, it’s an exciting time to be at AGL. We’re re-imagining how homes and business live and work across the country and we want you to be a part of it. This moment will define our time, and your career as...

  • Business Banking Analyst

    4 weeks ago

    Docklands, Victoria, Australia Commonwealth Bank of Australia Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Commercial Banking team as an Analyst/Senior Associate. This is an exciting opportunity to work with a diverse range of clients, including manufacturing, transport, wholesaling, property investment, and retail sectors.As a key member of our team, you will be responsible for...

  • Senior Investment Analyst

    2 weeks ago

    Docklands, Victoria, Australia MERCER Full time

    About the Role:Mercer is seeking a highly skilled Senior Investment Analyst to join our team in Sydney or Melbourne. As a key member of our Investment Analytics function, you will play a critical role in supporting the development and implementation of industry-leading OCIO investment data solutions.Key Responsibilities:Conduct thorough analysis of...

  • Account Receivable Analyst

    5 months ago

    Docklands, Australia Rider Hunt International (RHi) Full time

    **Overview**: - The primary purpose of this role will be to: - Provide key account level, service and accounts receivable analysis and collections to our clients customers. - Lead key and complex customer and business engagements to ensure our clients debtor position is proactively managed in line with the our clients Credit Policy ensuring both working...

  • Strategy & Reporting Analyst

    2 months ago

    Docklands, Australia AGL Energy Full time

    Join the change. Together, we’ll make history. As we keep the lights on for over four million customers and move towards a more sustainable way of life, it’s an exciting time to be at AGL. We’re re-imagining how homes and business live and work across the country and we want you to be a part of it. This moment will define our time, and your career as...

  • Senior Data Analyst

    1 week ago

    Docklands, Victoria, Australia Australian Pharmaceutical Industries Full time

    About the RoleWe're seeking a highly motivated and experienced Senior Digital Analyst to join our Data & Analytics team, driving actionable insights that optimize business performance and customer experience across Wesfarmers Health.Reporting to the Analytics Manager, you'll play a crucial role in shaping our data-driven future, leveraging data-driven...

  • Business Analyst

    12 hours ago

    Docklands, Australia JB Hi-Fi Full time

    Business Analyst Apply now Job no: 512984 Work type: Permanent Full Time Location: VIC - Metro Categories: Account Management & Business Development About Us   The JB Hi-Fi Group Commercial unites two of Australia’s most trusted brands, JB Hi-Fi and The Good Guys, delivering a premier B2B offering to Australian businesses. We...

  • Commercial Operations Analyst

    2 weeks ago

    Docklands, Victoria, Australia Myer Full time

    About the RoleWe are seeking a highly skilled Commercial Operations Analyst to join our team at Myer. As a key member of our Financial Services division, you will play a critical role in supporting the development, delivery, and optimization of our financial services and loyalty programs.Key Responsibilities:Support the financial management of our Financial...

  • Technical Analyst

    3 weeks ago

    Docklands, Australia Link Group Full time

    **The Role** Working as an integral part of the Technical Analyst team, you will provide analysis of business requirements to produce functional specifications for required system changes. Assist the business and technical stakeholders with clarifying requirements and identifying alternative solutions. Support the development and testing team members...

  • Martech Data Analyst

    5 months ago

    Docklands, Australia Medibank Full time

    **Will you actively create a healthier future for tomorrow?** At Medibank we’re encouraged to think big. We have a clear purpose to impact better health outcomes for our customers, patients and our community. We celebrate diversity of thought because we want to make better decisions for our customers. As we work towards our goal of better health for...

  • Commercial Analyst

    4 weeks ago

    Docklands, Victoria, Australia Australian Pharmaceutical Industries Full time

    About Wesfarmers HealthWesfarmers Health is a leading health, beauty, and wellness company in Australia, formed in March 2022 through the acquisition of Australian Pharmaceutical Industries (API). Our portfolio includes Priceline, Priceline Pharmacy, Soul Pattinson Chemist, Clear Skincare Clinics, InstantScripts, and SILK Laser Clinics.Job DescriptionThe...