Strategic Portfolio Optimization Lead

2 weeks ago

Sydney, New South Wales, Australia beBeePortfoliomanager Full time $150,000 - $180,000
Job Summary

Portfolio Management Excellence is the foundation of this role. As a Portfolio Performance Manager, you'll play a pivotal part in driving strategy execution across multiple departments. This high-impact position requires expertise in providing comprehensive visibility into portfolio health, delivery performance, and strategic outcomes.

Key Responsibilities
  • Maintain an up-to-date and accurate view of the enterprise portfolio, ensuring visibility of all strategic, regulatory, and operational initiatives consuming resources.
  • Develop and apply an enterprise-wide prioritisation model to align initiatives with strategic objectives and optimise portfolio value.
  • Establish effective governance and processes to track strategy execution and benefit realisation across departments.
  • Design and implement performance reporting frameworks that measure progress against strategic targets and metrics.
  • Define data, KPIs, and metrics to support strategic decision-making and portfolio performance tracking.
  • Collaborate with cross-functional teams to ensure portfolio decisions are data-driven and aligned to business goals.
  • Produce executive-level dashboards and reports that communicate benefit realisation and strategic performance.
Requirements
  • Bachelor's degree in Business Administration or a related field.
  • Deep domain knowledge in wealth management, including wrap platforms, superannuation, investment products, and/or financial advice.
  • 8+ years of experience in strategic portfolio management within complex environments.
  • Proven expertise in prioritisation models, performance reporting, and benefits realisation.
  • Strong understanding of business strategy, planning, and delivery frameworks.
  • Demonstrated experience designing and implementing portfolio tracking and prioritisation systems.
  • Proficiency in portfolio and reporting tools such as Jira Align, Power BI, or similar platforms.
  • Advanced data analysis and reporting skills, with the ability to deliver clear, actionable insights for executive decision-making.

At our company, we're committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds and abilities.

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