Portfolio Manager

1 week ago


Melbourne, Victoria, Australia beBeePortfolio Full time $110,000 - $140,000
Job Title: Senior Portfolio Analyst

We are seeking a highly skilled and experienced portfolio analyst to join our team. As a senior portfolio analyst, you will be responsible for supporting the development of long-term network investment plans and developing portfolio reports and analytics.

Main Responsibilities:
  • Develop long-term network investment plans to ensure effective allocation of resources.
  • Analyse forecasted price and volume movements against historical performance to identify key variances, trends and drivers of movements against previous forecasts.
  • Support investment owners in Electricity Networks teams to upload 10 year forecasts into the Asset Investing Planning Tool (Copperleaf).
  • Review investment projects/programs and validate benefit streams are applied in accordance with the Value Framework.
Key Responsibilities:
  • Conduct analysis to draw out meaningful insights and make recommendations to support scenario analysis and review portfolio management outcomes within the budget year.
  • Present data into a concise set of tables and graphs showing clear trending and areas of focus.
  • Maintain process documentation for the portfolio management framework.
  • Validate project costs and benefits that underpin their economic assessment.
Requirements:
  • Experience in portfolio management and financial investment principles.
  • Strong presentation and stakeholder engagement skills.
  • Tertiary qualification in Business, Finance, Engineering, IT or relevant discipline.

We value diversity and inclusion in our workplace and strive to create an environment where everyone feels valued, respected and supported to succeed.


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