Portfolio Analyst – Planning & Performance (Contract)

Bluefin Resources Pty

Sydney

On-site

AUD 128,000 - 168,000

Full time

3 days ago

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Job summary

Bluefin Resources Pty is seeking a Portfolio Analyst to support planning and performance across strategic, tactical, and marketing initiatives. You will assess investment priorities, monitor delivery capacity, and track whether initiatives deliver benefits.

Your analysis will provide senior leaders with a clear view of portfolio performance to inform funding, resources, and priorities. The role covers annual/quarterly planning, demand vs capacity analysis, scenario modelling, business case

Qualifications

Experience in portfolio analysis/management, PMO, business performance, strategy or consulting.
Advanced Excel skills with financial modelling and scenario analysis.
Strong PowerPoint skills for senior stakeholders.
Ability to turn complex information into clear insights and practical recommendations.
Confident communication and stakeholder engagement.

Responsibilities

Support annual and quarterly portfolio planning, prioritisation workshops and maintaining the investment pipeline.
Analyse demand against delivery capacity to inform resource allocation and planning.
Develop scenario models and evaluate investment options to support funding decisions.
Support business case development, validate benefits and track benefits realisation.
Analyse portfolio performance, identify trends and highlight risks and opportunities.
Track growth objectives, marketing expenditure and associated business outcomes.
Prepare clear reports, presentations and recommendations for senior leaders and investment governance forums.
Identify opportunities to improve portfolio performance and return on investment.
Support capacity allocation and resource planning decisions.
Conduct portfolio scenario modelling and analysis.