Senior Manager Finance Portfolio Performance at Westpac New Zealand

, , New Zealand -

Full Time

Start Date

Immediate

Expiry Date

20 Apr, 26

Salary

0.0

Posted On

20 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Strategy, Data Science, Stakeholder Engagement, Financial Modelling, Forecasting, Data Analysis, Performance Tracking, Problem Solving, Collaboration, Pricing Insights, Capital Management, Trend Analysis, Consulting, Education, Reporting, Methodology Management

Industry

Banking

Description

Mō te tūranga | About the Role In this pivotal role, you’ll help uplift the bank’s return on tangible equity (ROTE) by providing clear, actionable insights that guide smarter portfolio and pricing decisions that drive financial performance. You’ll analyse enterprise wide data, identify performance trends, and work closely with teams across Finance, Treasury, front line businesses, Products and Risk to optimise our portfolio mix and financial outcomes. A key part of your role will involve maintaining our ROTE methodology, managing banking tools and training, and ensuring the data and systems behind our reporting are accurate, reliable and easy to use. You’ll also act as an internal consultant, contributing to strategic projects and providing regular updates to senior leaders and frontline bankers. This is a fantastic opportunity for someone who enjoys blending financial strategy, data science, and stakeholder engagement to drive real commercial impact. What You’ll Be Doing Supporting the development and delivery of portfolio strategies to improve ROTE across the bank. Managing and enhancing the ROTE methodology to ensure accuracy and relevance. Driving the uplift of pricing tools, banker education, and decision making capability. Analysing customer and portfolio performance data to spot trends and recommend improvements. Ensuring data integrity and strong system linkages for effective performance tracking. Collaborating across multiple business areas to deliver aligned and actionable insights. Contributing to strategic and adhoc finance initiatives. Reporting portfolio performance and insights to senior leaders and bankers. Nā tāu rourou | What will you bring? A relevant bachelor’s degree. Extensive experience in financial services, ideally within portfolio performance, pricing, or capital-related roles. A strong track record in developing and executing capital or pricing insights. Advanced financial modelling and forecasting capability. Confidence in working with large datasets and producing data driven analysis. Excellent stakeholder management skills, with the ability to influence, challenge constructively and collaborate across teams. A problem solving mindset and a passion for continuous improvement. Who You Are You enjoy diving into data, simplifying complexity, and translating insights into clear, practical recommendations. You’re commercially savvy, collaborative, and confident engaging with senior leaders. Most importantly, you thrive in an environment where you can help others make better financial decisions and lift overall business performance. Westpac Hei Wāhi Mahi | Working at Westpac Immersing yourself in a supportive team environment, and receive some of the best banking, and lifestyle benefits in the market along with: 4 weeks standard holiday + 5 additional days of wellbeing leave to support you to be your best Additional purchased leave options up to 4 weeks per year Banking benefits, insurance discounts and superannuation scheme Career growth – we promote internal capability; we have programmes that recognise star performers Generous parental leave – and top up government paid parental leave School holiday subsidy - help you balance work and family during school holiday 2 Volunteer days per year Ko mātou tēnei | Our Organisation At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together. What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you! Tono mai ināianei! | Apply Now! Apply today with your CV and Cover Letter. The people of Aotearoa, New Zealand hail from many cultures and backgrounds. At Westpac New Zealand, we draw on this enormous talent pool to cultivate a team rich in ability and empowered to reach its full potential. Our aim is to be brave challengers, celebrating our differences and relentlessly advocating for our customers. It starts with us – we believe that when we care deeply and do our best for our people, they’ll do their best for our customers. We encourage people from all walks of life to apply, including those who are neurodiverse, have chronic health conditions or disabilities – your attitude and passion are as important to us as your experience, qualifications and capabilities. Mahi tahi tātou, kaha ake tātou | Together Greater Applications close: 28 January 2026 Our culture is rich with stories of how our people like to help, our customers, our community and each other. This is reflected through flexible working arrangements to ensure that our people have a balance in their life with those things that are important to them. Through ensuring that we provide opportunities to everyone regardless of what society throws at them, we are a safe place to work where you are treated equally and appreciated.

Responsibilities

The Senior Manager Finance Portfolio Performance will support the development of portfolio strategies to improve return on tangible equity (ROTE) and manage the ROTE methodology. They will analyze performance data, collaborate across teams, and report insights to senior leaders.