Portfolio Management Specialist

2 weeks ago


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 stronger relationships with customers, and leveraging the power of innovation and technology.As the Portfolio Management Specialist, you'll guide the performance and strategic direction of Vero's SME portfolio—a key part of our Commercial Insurance offering.
You'll work within a collaborative team focused on sustainable growth, broker enablement, and platform innovation.
This role offers the opportunity to shape portfolio outcomes through data-driven insights and strategic execution, with clear pathways for career progression.What you'll doAnalyse portfolio performance using internal and external data sources (Tableau dashboards, COGNOS and industry reports) to uncover actionable insights.Develop and drive clear proposals for portfolio improvements, including tactical and strategic pricing changes.Collaborate with internal stakeholders (Pricing, Underwriting, Claims, Distribution, Finance, Actuarial) to align initiatives with business strategy.Engage with external stakeholders such as distribution to enhance platform performance and broker connectivity.Deliver and monitor initiatives that drive profitability, ensuring benefits are realised and sustained.Create compelling data stories to communicate complex analytics to non-technical audiences.Maintain awareness of claim trends and risk profiles to inform portfolio decisions.Contribute to performance meetings with insights and updates on portfolio initiatives.What you'll bringMinimum 5+ years' experience in General Insurance, preferably with an actuarial and/or analytics background.Bachelor's degree in Business, Commerce, Analytics, or Actuarial Science (desirable).
Strong analytical skills and ability to derive actionable insights from dataProficiency in Tableau, COGNOS, and other business intelligence toolsExcellent communication and data storytelling capabilitiesCommercial acumen and stakeholder engagement skillsCuriosity and a mindset for continuous improvement and innovationFamiliarity with emerging AI technologies in insuranceWhat You'll EnjoyA range of flexible working and leave options, including 20 weeks paid parental leave, 4 weeks paid secondary carer parental leave and unlimited paid emergency response leaveDiscounts and offers on a range of retail favourite stores as well as insurance productsGive back to our communities with payroll giving, donation matching and paid volunteer leaveInvest in your brighter future with ongoing study support and career development programs; andPrioritise your work/life balance with our robust employee assistance program and dedicated employee councilIf this role sounds like the opportunity you've been waiting for...
Chase the sun, apply online todayAt Suncorp we build inclusion by providing an environment where everyone is able to be themselves and feel valued, involved and respected for their perspectives and contribution.
For further details on accessibility please email Advertised: 20 Aug 2025 AUS Eastern Standard TimeApplications close: 03 Sep 2025 AUS Eastern Standard TimeDon't see your dream job posted?
No problem, sign up for job alerts and we'll let you know once something becomes available.As the Portfolio Management Specialist, you'll guide the performance and strategic direction of Vero's SME portfolio—a key part of our Commercial Insurance offering.As the Portfolio Management Specialist, you'll guide the performance and strategic direction of Vero's SME portfolio—a key part of our Commercial Insurance offering.
#J-18808-Ljbffr



  • Melbourne, Victoria, Australia beBeeProperty Full time $80,000 - $125,000

    Portfolio Management SpecialistAt the forefront of shaping a better world for real estate, we are seeking an exceptional Portfolio Management Specialist to join our team.This role involves comprehensive portfolio management encompassing critical dates and key lease events in line with client requirements. The ideal candidate will have prior experience in...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $100,000 - $150,000

    **Job Opportunity**: As a Portfolio Management Specialist, you'll play a key role in supporting the acquisition, growth, and retention of high-quality customers. You'll collaborate closely with Relationship Managers to ensure seamless customer service, adherence to regulatory requirements, and efficient process management.About This RoleIn this position, you...


  • Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $140,000

    About the Role:As a Portfolio Management Specialist, you will be responsible for managing a portfolio of small business clients with a focus on growth and retention.You will proactively identify opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals by gaining an in-depth understanding of their business and...


  • Melbourne, Victoria, Australia beBeeManagement Full time $104,000 - $137,999

    Are you a detail-oriented professional with a passion for portfolio management? We are seeking an experienced Portfolio Management Specialist to join our team.About the RoleThis is an exciting opportunity to work in a dynamic environment where you will be responsible for developing and implementing portfolio management processes. You will assist in tracking...

  • Portfolio Specialist

    2 weeks ago


    Melbourne, Victoria, Australia beBeePortfolio Full time $94,000 - $103,000

    About the Portfolio Specialist RoleThis position entails implementing and overseeing governance and assurance frameworks across project portfolios, conducting in-depth analysis of portfolio data, developing and presenting strategic reports, reviewing and validating project status reports, and collaborating with staff across departments.About YouYou will...

  • Portfolio Manager

    1 week ago


    Melbourne, Victoria, Australia beBeeCaseOfficer Full time $60,000 - $80,000

    Job Opportunity: Case OfficerThe role of a Case Officer is pivotal in managing client portfolios, ensuring timely actions within service level agreements. This requires effective communication and negotiation skills to facilitate smooth interactions with specialists and medical clinics.Client Portfolio Management:Liaising with Specialists and Medical...

  • Portfolio Manager

    2 weeks ago


    Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000

    Investment Portfolio SpecialistDemonstrate expertise in delivering tailored investment solutions to clients.About the RoleThis position involves leading a team responsible for creating customized asset management strategies.Analyze client needs and develop comprehensive portfolio recommendations.Maintain strong relationships with clients and serve as their...


  • 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...


  • Melbourne, Victoria, Australia ENGIE - International Supply & Energy Management Full time

    Overview Join to apply for the Commodity Portfolio Managers role at ENGIE - International Supply & Energy Management. At ENGIE, great adventures always start with a simple "hello" and the desire to take action for tomorrow. If, like us, you strongly believe the energy transition holds opportunities for you and for everyone, then look no further, you...


  • Melbourne, Victoria, Australia ENGIE - International Supply & Energy Management Full time

    OverviewJoin to apply for the Commodity Portfolio Managers role at ENGIE - International Supply & Energy Management.At ENGIE, great adventures always start with a simple "hello" and the desire to take action for tomorrow.If, like us, you strongly believe the energy transition holds opportunities for you and for everyone, then look no further, you belong with...