Portfolio Analyst

Position Overview

PERSOL Recruitment is collaborating with a well-established organisation located in Western Australia to find an experienced Portfolio Analyst. This role is perfect for an analytical professional with a blend of strong data and business intelligence expertise, project management know-how, and a track record of supporting project performance and governance efforts.

In this role, you will manage a variety of projects within the portfolio, playing a crucial role in delivering precise reports, enhancing data visibility, and offering insights that aid informed business decisions.

Key Responsibilities

• Create, update, and improve Power BI dashboards and performance reporting related to project portfolios.
• Analyze project metrics including performance, financial details, budgets, and KPIs to spot trends and provide actionable insights.
• Ensure accurate project information is maintained across project management, financial, and ERP systems.
• Assist in portfolio governance, implement project management methodologies, and manage reporting frameworks.
• Track portfolio schedules, monitor milestones, and evaluate project performance.
• Support validation and tracking of project budgets along with financial reporting.
• Collaborate closely with stakeholders to grasp reporting needs and optimize reporting processes.
• Provide support to Project Managers and teams concerning project controls, reporting, and governance procedures.

Candidate Profile

• Around 5 years' experience in portfolio analysis, PMO analysis, project analysis, or equivalent.
• Proven expertise in Power BI, particularly in dashboard creation, data analysis, and reporting.
• Solid knowledge of project management methods, governance frameworks, project controls, and reporting obligations.
• Experience in financial reporting for projects, budget tracking, and performance analysis.
• Advanced skills in Excel and strong proficiency in Microsoft Office suite.
• Capability to analyze complex datasets and distill insights into clear, actionable recommendations.
• Excellent communication and stakeholder engagement skills, comfortable interacting with multiple organizational levels.
• Relevant tertiary qualification such as IT, Computer Science, Business, Commerce, or related fields.

Desirable Qualifications and Experience

• Experience using Planview or similar portfolio management tools.
• Familiarity with ERP systems and financial modeling techniques.
• Certifications in project management like PRINCE2 or Agile methodologies.
• Background in infrastructure, utilities, or other project-driven sectors.

Why Join Us?

This role presents an opportunity to work on a wide range of projects that combines analytical tech skills with meaningful engagement in project governance and business decision-making. You will interact with senior leaders, have the chance to enhance reporting processes, and influence how portfolio data is communicated and used across the business.

If you possess strong Power BI and analytical expertise alongside hands-on knowledge of how projects are managed and governed, we encourage you to apply.