Senior Project Portfolio Analyst

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

THE HUB24 STORY
We think creatively and we're not constrained by traditional thinking or barriers to success. We're led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

Benefits And Life At HUB24
Learn more about our employee benefits HERE.

Job Summary
Join HUB24 as a Senior Project Portfolio Analyst and play a pivotal role in driving strategic project delivery across the organisation. Reporting to the Enterprise Portfolio Manager, you'll provide oversight, performance insights, and governance support for our project portfolio. This is your opportunity to enable data-driven decision-making, uplift delivery capability, and help shape the future of wealth management through continuous improvement and collaboration with leaders across the business.

Responsibilities

• Portfolio Planning & Strategy Execution: Translate strategy into actionable initiatives, support portfolio sequencing, and contribute to multi-horizon roadmap creation (1, 3, and 5-year views) using data modelling and visualisation.
• Performance & Reporting: Track and report on portfolio KPIs/OKRs, benefit realisation, and strategic outcomes using tools like Power BI.
• Governance & Decision Support: Conduct analysis and scenario modelling to inform governance decision-making and support new work intake processes.
• Stakeholder Engagement: Collaborate with delivery teams, business units, and functional leaders to gather inputs and facilitate portfolio-level discussions.
• Resource & Capacity Planning: Maintain and update capacity planning models to support resource forecasting and delivery planning.
• Frameworks & Standards: Apply and maintain portfolio management frameworks, templates, and standards to ensure consistency and compliance.
• Continuous Improvement: Identify opportunities to enhance project portfolio management capabilities, drive initiatives for quality uplift, and advocate for the value of enterprise project portfolio management across the group.

Requirements

• Deep domain knowledge in wealth management, including wrap platforms, superannuation, investment products, and/or financial advice.
• 5+ years' proven experience in a Project Portfolio Analyst or related role.
• Proficiency in project portfolio and reporting tools (e.g., Jira Align, Power BI, or similar).
• High-level data analysis and reporting skills, with the ability to deliver accurate, timely, and insightful reports.
• Skilled in stakeholder engagement and facilitation.
• Strong analytical, problem-solving, and communication skills.
• Understanding of enterprise strategy, business planning, and delivery models (desirable).
• Exposure to end-to-end EPPM lifecycle, including new work intake, portfolio prioritisation, capacity planning, performance reporting, and benefits realisation (desirable).
• Portfolio, Project and/or Change Management certification(s) (desirable).
• Demonstrates integrity, a strong risk management and compliance focus, and a commitment to quality and continuous improvement.
• Flexible, agile, and able to thrive in a fast-paced, changing environment.

The Recruitment Process

• Acknowledgement email once your application has been submitted.
• Our Talent team will start reviewing your application. If unsuccessful, you will be notified.
• If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role.
• If you're a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.
• Should you require any accommodations to the recruitment process, please email , and one of our team will contact you.
• Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role, there may be more than two interviews.
• Communication of outcomes to successful and unsuccessful candidates and feedback provided.
• As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

2024 Circle
Back
Initiative Employer
– we commit to respond to every applicant.

Endorsed by
WORK180,
we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on the
BOSS Best Places to work list.
Seek Star Awards Nominated as a finalist for the
Best Employer Brand Initiative
HUB24 is an equal opportunity employer.
We are 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, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we're here to support you