Portfolio Management Specialist

12 hours ago


Melbourne, Victoria, Australia Buscojobs Full time

Sydney, Melbourne or Brisbane based full-time role with flexible working options
Drive strategic portfolio performance in a dynamic, customer-centric environment
Leverage data storytelling and analytics to deliver impactful initiatives
Suncorp Group is committed to contributing to a more resilient Australia.
We aim to enhance our people's skills, strengthen customer relationships, and harness innovation and technology.
As the Portfolio Management Specialist, you will oversee the performance and strategic direction of Vero's SME portfolio, a vital part of our Commercial Insurance offerings.
You'll work within a collaborative team focused on sustainable growth, broker enablement, and platform innovation.
This role provides opportunities to influence portfolio outcomes through data-driven insights and strategic execution, with clear career progression pathways.
What you'll do
Analyze portfolio performance using internal and external data sources (Tableau dashboards, COGNOS, industry reports) to identify actionable insights.
Develop and implement proposals for portfolio improvements, including tactical and strategic pricing adjustments.
Collaborate with internal stakeholders (Pricing, Underwriting, Claims, Distribution, Finance, Actuarial) to align initiatives with business strategy.
Engage with external stakeholders such as distribution partners to enhance platform performance and broker connectivity.
Implement and monitor initiatives that improve profitability, ensuring benefits are realized and sustained.
Create compelling data narratives to communicate complex analytics to non-technical audiences.
Stay informed about claim trends and risk profiles to guide portfolio decisions.
Contribute insights and updates on portfolio initiatives during performance meetings.
What you'll bring
Minimum 5+ years' experience in General Insurance, preferably with actuarial and/or analytics expertise.
Bachelor's degree in Business, Commerce, Analytics, or Actuarial Science (preferred).
Strong analytical skills with the ability to extract actionable insights from data.
Proficiency in Tableau, COGNOS, and other BI tools.
Excellent communication and data storytelling skills.
Commercial acumen and stakeholder engagement abilities.
Curiosity and a mindset geared towards continuous improvement and innovation.
Familiarity with emerging AI technologies in insurance.
What You'll Enjoy
Flexible working and leave options, including 20 weeks paid parental leave, 4 weeks secondary carer leave, and unlimited emergency response leave.
Discounts on retail stores and insurance products.
Opportunities to give back through payroll giving, donation matching, and paid volunteer leave.
Ongoing study support and career development programs.
Support for work/life balance through our employee assistance program and employee council.
Employee benefits | Suncorp Group
If this role aligns with your career aspirations, apply online today.
We foster an inclusive environment where everyone can be themselves and contribute meaningfully.
For accessibility information, please contact .
#J-18808-Ljbffr



  • Melbourne, Victoria, Australia Suncorp Group Limited Full time

    Take the next step. Be part of something bigger at Suncorp.Sydney, Melbourne or Brisbane based full time rolewith flexible working optionsLeverage data storytelling and analytics to deliver impactful initiativesSuncorp Group firmly believes in contributing to a more resilient Australia. This means striving to enhance the skills of our people, building...


  • Melbourne, Victoria, Australia beBeePortfoliomanagement Full time $99,022 - $111,457

    Job DescriptionWe are seeking a highly motivated and organized individual to fill the role of Portfolio Management Specialist.In this position, you will be responsible for providing administrative oversight and support to the Delivery Office Lead in the end-to-end delivery of key product and project reporting. You will play a crucial part in managing all...

  • Portfolio Manager

    16 hours ago


    Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $160,000

    Portfolio Management Executive RoleWe are seeking a highly skilled Portfolio Management Executive to join our organization in VIC/TAS. As a key member of our business, you will be responsible for managing a portfolio of small business clients with a focus on growth and retention.About the Job:Manage a portfolio of small business clients to achieve growth and...


  • Melbourne, Victoria, Australia beBeeReconciliation Full time $100,000 - $120,000

    Job DescriptionThe Portfolio Management Specialist will be responsible for the accurate administration and reconciliation of client investment portfolios, across domestic and international assets. This role involves maintaining data integrity, resolving complex discrepancies, and supporting efficient transaction processing.Required Skills and...

  • Portfolio Specialist

    2 weeks ago


    Melbourne, Victoria, Australia LGT Group Full time

    LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family.As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.About the Role We're currently looking for a Portfolio Specialist to join our Investments, Products and...


  • Melbourne, Victoria, Australia beBeeinsurance Full time $80,000 - $120,000

    Insurance Portfolio Manager A career opportunity exists for an Insurance Portfolio Manager to join our team. Key Responsibilities:">Assist in managing client portfolios, ensuring seamless delivery of insurance servicesWork collaboratively with Client Managers to deliver exceptional client outcomesProvide expert guidance on insurance matters and manage...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $60,000 - $80,000

    Senior Portfolio Manager Job DescriptionThis is a challenging role that requires technical expertise and strategic leadership skills. The successful candidate will be responsible for overseeing the Trade Credit & Surety claims team, guiding portfolio workflows, and ensuring timely and accurate processing of claims.The key responsibilities of this role...


  • Melbourne, Victoria, Australia beBeeclient Full time $90,000 - $120,000

    Business Development SpecialistA seasoned and ambitious professional is sought after to manage and expand a portfolio of clients across the food manufacturing, protein, and retail sectors.


  • Melbourne, Victoria, Australia beBeeImplementation Full time $90,000 - $120,000

    Portfolio Implementation SpecialistWe are seeking a highly skilled Portfolio Implementation Specialist to join our Investment team. The successful candidate will be responsible for the day-to-day operational activity required for our single manager portfolio implementation.ResponsibilitiesMonitor and manage adviser requests and general information for use in...


  • Melbourne, Victoria, Australia LGT Bank AG, Zweigniederlassung Österreich Full time

    Portfolio Specialist, Multi Asset page is loadedPortfolio Specialist, Multi AssetApply locations Melbourne Sydney time type Full time posted on Posted 30+ Days Ago job requisition id JR6583LGT Crestone was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian...