Analyst, Portfolio Analytics

Rest; City of Melbourne; Hybrid; AUD 85,000 - 105,000; Full time

Benefits offered by this job

Personal and professional development opportunities

Gender neutral 16 weeks paid parental leave

Income Protection Insurance

Rest Excellence awards

Job summary

A major Australian superannuation fund is seeking an experienced Analyst for Portfolio Analytics to transform data into actionable insights. The role involves producing performance reports, analyzing member experiences, and preparing insights for strategic decision-making. Successful candidates will have a degree in Business or Finance and a passion for data analysis, along with experience in the financial services sector. The position offers a hybrid working model in either Sydney or Melbourne.

Qualifications

• Degree in Business, Commerce or Finance or equivalent.
• Experience in financial services, particularly in superannuation.
• Passion for leveraging data and analytics for insights.

Responsibilities

• Produce and improve performance reporting and dashboards for Member portfolio.
• Analyse member experience data to identify trends and opportunities.
• Prepare insights and narratives for leadership and governance.

Skills

Data analysis

Financial expertise

Strategic thinking

Collaboration

Education

Relevant Business, Commerce or Finance degree

Job description

Rest is one of Australia's largest profit‑to‑member superannuation funds. Established in 1988, it supports more than two million members, manages around $100 billion of assets, and is recognised as a responsible investment leader.

• Work for a purpose‑led superannuation fund focused on creating super our members love
• Turn data into real outcomes for 2M+ members, employers and partners
• *** Sydney or Melbourne Located ***
• Hybrid Working - Blend of CBD Office and Remote

Rest is hiring an Analyst, Portfolio Analytics to transform member and employer data into actionable insights. You’ll produce accurate reporting across the Member portfolio, evaluate the performance of key initiatives, and provide insights to support strategic decision‑making. You’ll partner across Member and the broader business to ensure analytics are clear and aligned to enterprise priorities, and coordinate member and employer data governance with the Enterprise Data team.

What you’ll do

• Produce and continuously improve performance reporting and dashboards for the Member portfolio, including key metrics for senior leaders.
• Analyse data across member experience, acquisition, retention and engagement to identify trends, issues and opportunities.
• Prepare clear, concise insights and narratives that inform leadership, governance forums and cross‑functional decision‑making.
• Support governance processes and materials (e.g. for CMO and GM MVC), including summaries of progress, risks and required decisions.
• Collaborate with teams across Experience Design, Journeys, Research & Insights, Digital, Marketing, Workplace, Product, Risk, Finance and Strategy to align data, assumptions and performance measures.
• Maintain high data quality standards, ensuring accuracy, consistency and reliability across all reporting and analytics outputs.

Qualifications

• Relevant Business, Commerce or Finance degree (or equivalent).
• Innovation + data/technology mindset – Passion for leveraging data, analytics, and emerging technologies to uncover insights, measure performance, and inform continuous improvement.
• Financial services & regulatory expertise – Proven superannuation/financial services experience with strong member, product and compliance knowledge.
• Strategic, commercial & financial acumen – Aligns strategy to metrics and outcomes to deliver results.
• Vision + execution – Big‑picture thinking with disciplined delivery.

Benefits

• Personal and professional development opportunities
• Purchase leave scheme and gender neutral 16 weeks paid parental leave
• Super Contribution Continuation for 12 months of parental leave
• Income Protection Insurance
• Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours)

Please note only people with the right to work in Australia will be considered.

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.

We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.

*Funds under management as at 31 July 2025. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2025.