Portfolio Planning & Performance Analyst (Contract)

Bluefin Resources Pty; Sydney; Hybrid; AUD 128,000 - 168,000; Full time

Job summary

Bluefin Resources Pty is seeking a Portfolio Analyst to support planning and performance of a portfolio spanning strategic, tactical and marketing initiatives. You will help assess investment priorities, monitor delivery capacity and track benefits to give senior leaders a clear view of portfolio performance.

The role covers annual and quarterly planning, demand vs capacity analysis, scenario modelling, business case validation and reporting for governance forums.

Qualifications

• Experience in portfolio analysis/management, PMO, business performance, strategy or consulting.
• Advanced Excel skills with financial modelling and scenario analysis.
• Strong presentation skills for senior stakeholders and clear recommendations.

Responsibilities

• Support annual and quarterly portfolio planning, including 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.

Skills

Portfolio analysis

PMO

Business performance

Strategy

Analytical skills

Stakeholder engagement

Financial modelling

Scenario analysis

Communication skills

Tools

Excel

PowerPoint

Power BI

Jira

Confluence

SAFe

Lean Portfolio Management

Job description

Bluefin Resources Pty is seeking a Portfolio Analyst to support planning and performance of a portfolio spanning strategic, tactical and marketing initiatives. You will help assess investment priorities, monitor delivery capacity and track benefits to give senior leaders a clear view of portfolio performance.

The role covers annual and quarterly planning, demand vs capacity analysis, scenario modelling, business case validation and reporting for governance forums.