Wellington | Daily rate contract | Immediate start
We are seeking an experienced Portfolio Analyst for an initial 6‑month contract to support a large, complex portfolio operating at scale. This role will suit someone who thrives in fast‑paced environments and enjoys bringing structure, insight, and clarity to portfolio investment and delivery decisions.
You’ll play a key role supporting portfolio leadership, strengthening portfolio governance, and enhancing reporting, insights, and decision support across a significant digital and transformation investment portfolio.
The Role:
As a Portfolio Analyst, you will work closely with senior stakeholders across investment management, portfolio performance, and delivery teams, providing analytical support and insights across the full portfolio lifecycle.
Key responsibilities include:
- Supporting portfolio planning, prioritisation, and investment management activities
- Maintaining and enhancing portfolio data within enterprise PPM tooling (e.g. Planview)
- Producing high‑quality portfolio dashboards, reports, and insights using modern data visualisation tools (e.g. Power BI)
- Supporting financial tracking, forecasting, budget phasing, benefits reporting, closures and reconciliations
- Assisting with portfolio governance activities including papers, reports, briefings, minutes, and executive updates
- Contributing to improvements in portfolio cadence, reporting quality, and decision‑making visibility
We’re looking for a confident, delivery‑focused analyst who can operate in ambiguity and quickly add value.
You’ll bring:
- Proven experience in a Portfolio Analyst or Portfolio Management role within complex organisations
- Strong understanding of portfolio, programme and investment management practices
- Experience with Planview (highly desirable), or similar PPM tools
- Strong data capability, including Power BI or equivalent reporting/visualisation tools
- Solid financial literacy, including forecasting, tracking, and investment reporting
- Excellent communication skills – able to work in the detail and communicate clearly at executive level
- A proactive, self‑starting approach with strong stakeholder engagement capability
Why This Role?
- Work on a high‑profile, enterprise‑scale portfolio
- Be part of a mature transformation environment focused on delivery outcomes
- Join at a time of high portfolio activity and decision velocity
- Immediate impact opportunity with strong visibility across leadership
