Current jobs related to Portfolio Consultant - Sydney, New South Wales - XPT Software Australia Pty Ltd


  • Sydney, New South Wales, Australia Aura Ventures Full time

    Aura Ventures is a leading company in AU, offering a unique opportunity to work with an amazing team. This role is instrumental in consolidating and analysing data from portfolio companies to optimise decision-making for the venture capital strategy and operations.**Key Responsibilities**: Collect, consolidate, and analyse financial and operational data from...


  • Sydney, New South Wales, Australia Aura Ventures Full time

    **About the Role at Aura Ventures**We are seeking a highly analytical and driven Portfolio Manager to join our team at Aura Ventures in AU.This role is instrumental in consolidating and analyzing data from our portfolio companies to optimize decision-making for the venture capital strategy and operations.The ideal candidate will have a background in...


  • Sydney, New South Wales, Australia P3 Recruitment Full time

    With over 40 years of excellence in the Eastern Suburbs, our prestigious executive rental agency presents an exceptional opportunity for a Senior Property Manager to focus on high-net-worth clients while receiving comprehensive support.The role offers exclusive work with VIP landlords and premium properties within a vibrant office setting. As a Luxury...


  • Sydney, New South Wales, Australia Aon Corporation Full time

    Job SummaryA challenging leadership role has become available at Aon Corporation in Sydney. We are seeking an experienced Construction Portfolio Leader to drive our Construction and Infrastructure portfolio in Australia.About the RoleThe successful candidate will be responsible for developing and implementing a comprehensive strategy for the construction...


  • Sydney, New South Wales, Australia Aon Full time

    Aon is shaping decisions for the better to protect and enrich the lives of people around the world.About AonWe are a united team, passionate about helping our colleagues and clients succeed. As a global leader in risk, retirement, and health, we deliver creative, effective solutions to complex challenges.As Construction Portfolio Strategist - Australia, you...


  • Sydney, New South Wales, Australia Euromonitor International Full time

    This role presents an opportunity to become part of a rapidly growing company, Euromonitor International, as a Client Development Consultant. Based in Sydney, you will be responsible for expanding our business by nurturing existing accounts, engaging with various organizational units, and proactively delivering insights to establish Euromonitor as a key...


  • Sydney, New South Wales, Australia Allianz Australia Full time

    About the RoleWe are seeking highly motivated individuals to join our team as Claims Service Consultants & Senior Claims Service Consultants. As a key member of our organization, you will be responsible for managing a national-based portfolio of claims and handling inbound/outbound calls.Key Responsibilities:Providing excellent customer service to our...


  • Sydney, New South Wales, Australia Aura Ventures Full time

    **Aura Ventures: A Leading Venture Capital Firm**We are looking for a skilled Investment Analysis Professional to join our team in AU.In this role, you will play a critical part in analyzing and optimizing data from our portfolio companies to drive informed decision-making.Your background in management consulting and experience in a startup or...


  • Sydney, New South Wales, Australia Aura Ventures Full time

    **Become a Financial Data Analyst at Aura Ventures**We are seeking a detail-oriented Financial Data Analyst to join our team in AU.In this role, you will be responsible for collecting, consolidating, and analyzing financial and operational data from our portfolio companies.You will work closely with the investment team to develop insights that support...


  • Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    Job DescriptionWe are seeking an experienced Wealth Manager to join our dynamic team in Sydney, Australia.About the RoleThis is a pivotal role in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.The ideal candidate will have a proven track record in wealth management, exceptional client...


  • Sydney, New South Wales, Australia Aon Full time

    Commercial Portfolio LeadThis role presents an exceptional opportunity to join Aon, a renowned global leader in risk management and human capital consulting. As a Commercial Portfolio Lead, you will be responsible for managing key stakeholder relationships and delivering exceptional client experiences.About AonAon helps shape decisions for better outcomes,...


  • Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    At Independent Resourcing Consultancy Ltd, we are seeking a highly skilled Financial Services Specialist to join our team in Sydney.**Job Summary:**Wealth management involves providing tailored financial advice and solutions to high-net-worth individuals and families. This role requires a deep understanding of the financial markets, exceptional client...


  • Sydney, New South Wales, Australia JLL Full time

    About JLLJLL is a leading property firm that empowers employees to shape a brighter future by combining world-class services, advisory, and technology for clients. Our team is dedicated to providing exceptional service and creating value for our clients.The RoleThis Retail Leasing Executive role at JLL is an exciting opportunity to join a dynamic team and...


  • Sydney, New South Wales, Australia Fulcrum Full time

    This is a fantastic opportunity to join Fulcrum, a leading digital consultancy in Australia, as a Senior Paid Media Executive. The company is experiencing rapid growth and is looking for an experienced professional to manage a diverse portfolio of clients across various verticals.About the Agency: Fulcrum is an independent digital consultancy with a proven...


  • Sydney, New South Wales, Australia QBE Full time

    About YouTo be successful in this role, you will need extensive experience in marine claims handling with strong technical and policy interpretation skills. You should have a proven ability to manage a diversified portfolio, including working with loss adjusters, solicitors, and expert consultants. Additionally, you should have a good understanding of the...


  • Sydney, New South Wales, Australia The Ritz-Carlton Yacht Collection Full time

    The Ritz-Carlton Yacht Collection is a luxury hospitality brand that offers unparalleled experiences to its guests. As a Manager, Strategic Accounts in Australia and New Zealand, you will play a crucial role in achieving the company's sales and performance goals.Key ResponsibilitiesAchieve all sales goals as the in-market brand ambassador for assigned travel...


  • Sydney, New South Wales, Australia Aon Full time

    In this Financial Services Manager - AU position at Aon, you will be responsible for delivering Financial Lines Insurance solutions and consulting services to a portfolio of clients.You will work as part of the FSG National team to achieve growth targets and maintain Aon's high service standards. This is a full-time permanent opportunity to join a global...


  • Sydney, New South Wales, Australia Aura Ventures Full time

    Aura Ventures is seeking a Portfolio Analyst to join its team. The ideal candidate will have strong proficiency in financial modelling, data visualization tools, and reporting systems. Excellent analytical skills, with a demonstrated ability to extract insights from complex data sets, are essential.**Job Requirements:** 3–5 years of experience in...


  • Sydney, New South Wales, Australia Lucid Consulting Australia Full time

    Opportunity to Lead Electrical ProjectsLucid Consulting Australia is seeking an experienced Electrical Project Manager to join their team in Sydney. In this role, you will be responsible for delivering projects across various sectors including Sports Stadia and Events, Defence, Health, Education, Retail, Hotels, and Infrastructure.Key Responsibilities:Manage...


  • Sydney, New South Wales, Australia Pegasystems Full time

    Role OverviewPegasystems, a leading company in the AU software industry, is seeking a talented Strategic Business Development Manager to join their team. With an estimated salary of $120,000 - $180,000 per annum, this role offers a unique opportunity for growth and development.About the RoleThe Strategic Business Development Manager will be responsible for...

Portfolio Consultant

1 month ago


Sydney, New South Wales, Australia XPT Software Australia Pty Ltd Full time

Company Overview

XPT Software Australia Pty Ltd is a leading software company that specializes in portfolio management solutions.

We are seeking an experienced Portfolio Consultant to join our team and help our clients achieve their strategic goals through effective portfolio management.

About the Role

The successful candidate will have expertise in Planview Portfolios, with a strong understanding of configurations and designing workflows. They will also have knowledge of Odata reporting and experience in creating user stories and process maps.

As a Portfolio Consultant, you will be responsible for leading and advising client teams on best practices to configure their Planview Portfolios environment to meet their needs.

You will also need to have excellent communication, team management, mentoring, and leading team skills, as well as taking ownership and accountability for work and stakeholder management.

Requirements

To be successful in this role, you will need: