Portfolio Analyst

We’re not just another workplace we’re a team of like-minded people striving to make a realdifference to the lives of as many Kiwis as we can. Trust is what makes us who we are. We’re passionate and committed to doing the right thing by caringfor each other, our customers and our communities. We know you’re brimming with potential and so arewe. Let’s continue our journey together. Reporting to the Portfolio Manager, you'll play an important role in monitoring portfolio performance, supporting portfolio initiatives, and providing insights to inform business decisions. Working closely with stakeholders across the business, you'll help identify trends, opportunities, and key drivers of portfolio outcomes, contributing to the delivery of strategic and operational objectives. We're looking for someone with a curious mindset, a commercial approach, and a passion for turning information and data into meaningful insights. You'll be highly organised, outcomes focused, and demonstrate a high level of accountability, attention to detail, and professionalism. What you'll be doing Supporting portfolio objectives through analysis, reporting, and monitoring of portfolio performance. Identifying trends, risks, and opportunities and providing insights to support business decision-making. Assisting in the development of portfolio recommendations through data-driven analysis involving extraction, transformation, and visualisation of data Producing regular portfolio reporting and contributing to forecasting and planning activities. Working with internal stakeholders to support the delivery of portfolio initiatives, enterprise strategy, and business change. Conducting ad-hoc analysis to investigate portfolio performance and customer outcomes. To shine in the role, we're looking for someone with: A tertiary qualification in Finance, Mathematics, Statistics, Data Science, Actuarial, or similar. Experience in an analyst role within insurance, financial services, or a similar commercial environment. The ability to interpret data and identify trends, risks, and opportunities that support business decision-making. Experience using analytical tools such as SQL, R, Python, Power BI, Tableau, or similar. Excellent relationship-building and stakeholder management skills. Strong written and verbal communication skills, with the ability to clearly present insights and recommendations. A proactive approach, strong attention to detail, and a willingness to learn and develop. A positive attitude, strong work ethic, and solutions-focused mindset. Why you'll love working with us We have an inclusive and supportive environment and believe every voice matters. We believe in investing in our people and creating an inclusive space that provides opportunities for all. We take our annual salary reviews, bonus schemes, and personal development seriously. We're committed to making our people's wellbeing a top priority, with benefits such as a $250 annual wellbeing allowance and flexible working. We offer great discounts on our products and retail partners, including up to 50% off our car, home, and contents insurance, as well as a generous $1,500 refer-a-friend bonus. Our culture and care for our people can be seen in our outstanding engagement and tenure. We believe the most important investment we can make is in you. Being part of our team comes with good perks. We offer a range ofbenefits with something for everyone: 5 additional days of domestic leave Free life insurance An annual paid volunteer day of your choice Four weeks of paid parental partner leave Parental leave bonus, that tops up the Government contribution to100% of your salary for 20 weeks Access to our confidential employee support network $250 annual wellbeing allowance Three free confidential counselling sessions each year via Raise We help your money go further: Discounts on NZAA products including AA Home Response, AA Health,AA Life and AA Pet Insurance. Free NZAA Membership $1,500 bonus for successfully referring friends and family to workat AA Insurance Up to 50% off AA Insurance products Supplier and retail discounts at JB Hi-Fi, Noel Leeming, Bunnings,PB Tech and more We value you: Additional leave for long service Milestone anniversary gift vouchers Study leave and support options Access to LinkedIn Learning; our online learning portal Annual share in success bonus and salary review You are you: Eligible employees can take a career break Ability to purchase additional lifestyle leave Hybrid working options to suit your needs Diversity, Equity, Inclusion & Belonging Looking after, supporting and protecting people is in our DNA, and thisstarts with our people. We have an inclusive and supportive culture,full of people who are encouraged to bring their true self to work. AAInsurance strives to create an internal community that is driven byacceptance, education, and celebration of the uniqueness of every personwho works here. This includes providing the right support for all ouremployees, through initiatives such as our Gender Aff... (text continues verbatim from source) Our Employee Action Groups are responsible for identifying initiativesto meet the needs of members of their groups. Driving initiatives andchange, our variety of Employee Action Groups are welcome to allemployees and allies who support and advocate for initiatives from alldifferent roles, backgrounds and parts of Aotearoa. As an organisation we’ve chosen to report on thepay gap at AA Insurance to help create fair outcomes for all employees. Gender pay equityisabout ensuring people performing the same role are paid the same,regardless of gender, and that women and men performing different workof equal or comparable value are paid equitably. Measuring andunderstanding our pay gap is an important step in taking action andachieving gender pay equity. The rAAInbow EAG is a passionate group of individuals and allies lookingto create a leading LGBTTQIAP+ workplace and championing the community. The Wāhine EAG’s purpose is to ensure women feel represented, heard andconfident to advocate for themselves and for change that positivelyinfluences their lives. The Arawa Hōkūle’a EAG is driven by our passionate EAG members andallies at AA Insurance to help connect, educate and celebrate all thingsMāori and Pasifika, while ensuring our traditions and cultures aretreated respectfully and fairly. The Neurodiversity EAG's purpose is to promote awareness andunderstanding, work towards equity and help our people to understand andnormalise differences in brain types and different ways of being. Culture We provide our people with a safe and supportive environment where everyone’s voice matters. We grow,nurture and promote a diverse and inclusive workforce to bring the best out of our people. Our teamsare passionate and driven by the difference they can make to the lives of New Zealanders. Our values It’s our vision to earn the trust of every New Zealander by protecting what matters most. Our genuine values guide the way we act and go about doing things. Every member of our team plays an important role to bring our purpose of caring, helping and getting things sorted for our customers. #J-18808-Ljbffr