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Expert Portfolio Finance Specialist

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Melbourne, Victoria, Australia beBeeFinance Full time $90,000 - $120,000
Portfolio Finance Expert

This is a full-time role for a Portfolio Finance Expert in our Portfolio Management Team. The successful candidate will play a key role in shaping smart, strategic lending decisions for a diverse mix of large private and smaller public companies.

About the Role
  • Contribute to high-quality credit submissions, help structure deals, and support risk management across customer portfolios.
  • Work closely with Relationship Managers, company executives, and professional investors to deliver great outcomes.
Requirements
  • Strong finance skills and a solid understanding of commercial lending.
  • Experience working with financial statements and risk profiling.
  • Excellent communication skills and the ability to build trusted relationships.
  • A collaborative mindset, with the confidence to work independently when needed.

The ideal candidate will have expertise in managing financial risks, as well as strong analytical and problem-solving skills.

Key Responsibilities
  • Collaborate with cross-functional teams to identify opportunities for growth and improvement.
  • Develop and implement effective strategies for managing financial risks.
  • Provide expert advice on financial matters to senior leaders and stakeholders.

As a Portfolio Finance Expert, you will be responsible for driving business growth while maintaining a focus on risk management.