Portfolio and Data Analyst

About the role
As Portfolio & Data Analyst, you’ll sit at the beating heart of our loan operations and portfolio management. You’ll be the first port of call for our loan clients — guiding them through processes, helping them navigate changes, and making sure their experience is seamless and supportive. You’ll also support our loan syndicates, co-investors, and programs like Backing the Bold.

You’ll manage the systems and processes that underpin our work: from onboarding borrowers to tracking repayments, monitoring covenants, preparing investor updates and making sure our Investment Committee has what it needs to make bold, confident decisions.

Beyond the numbers, you’ll lead our data game — helping us better track and communicate our impact and operational insights. You’ll wrangle data from across the business, build dashboards and tools that keep us sharp, and explore new tech (AI included!) to make our insights smarter and our work more meaningful.

This is a great opportunity for someone who’s analytical, practical, and driven by purpose — and who’s keen to learn, grow, and shape the future of social finance in Australia.

Key responsibilities

Social Finance Portfolio

• Assist in managing relationships with existing borrowers/co-investors and onboarding new borrowers/co-investors. Co-investors include private investors, high net worth individuals, philanthropy and government
• Assist in managing Sefa’s loan syndicates, including monthly and quarterly updates, investor management, reporting and any ad-hoc requests
• Assist with delivery and management of Sefa’s and Sefa Partnership’s investment readiness program and loan sub-fund – Backing the Bold. This includes operations improvement, investment screening and client management
• Screen and respond to investment enquiries and collate information for initial assessment, assist Social Finance Managers with high level review of financials, business plans and impact outcomes
• Manage investment administration including loan documentation, Know-Your-Customer and Anti-Money Laundering verification, drawdowns and repayments, and loan management software
• Carry out ongoing portfolio management (focused on covenant monitoring) and complete periodic investment reviews
• Support periodic meeting processes of the Sefa Investment Committee and other governance committees
• Manage reporting processes for the pipeline, portfolio and Social Finance business
• Own key Social Finance team systems and processes to optimise for client experience and speed of investment and overall operational efficiency
• From time to time, carry out research and data analysis to provide the Leadership and Social Finance teams with insights on a particular topic of interest

Sefa Data Management

• Lead the management and continual improvement of Sefa’s data systems to capture, track and analyse client, partner, and impact data against our Theory of Change and Outcomes Framework that articulate and measure how we deliver on our mission.
• Develop and maintain dashboards and reporting tools to provide actionable insights for internal decision-making, board papers, stakeholder reporting, and external communications and marketing.
• Collaborate with the team to embed data-informed decision-making into investment processes, overall portfolio management (loans and engagements), and strategic initiatives.
• Identify, recommend, implement and stay abreast of new technologies (including artificial intelligence tools where appropriate) to streamline data management, automate routine analysis, and improve the quality and accessibility of insights for Sefa’s operations, investment analysis, and client outcomes.

You’re the perfect fit if you:

• Have passion for, commitment to and understanding of the impact investing / social finance / social enterprise sectors
• Ability to operate independently and take ownership in a small team that is constantly innovating as the market develops
• Strong communication skills with the ability to manage relationships with a diverse range of internal and external stakeholders
• Detail orientated, highly organised, proactive and able to manage and execute multiple processes simultaneously
• Hands-on experience with an enjoyment of process improvement and workflow automation
• Growth mindset, particularly for developing investment decision-making skills
• Comfortable using IT systems (e.g. data entry, exporting), Microsoft Office, Monday.com (or similar workflow management tool), Salesforce/Zoho (or similar CRM system)
• Strong data analysis skills, with experience in managing data across multiple systems and synthesising it into clear, actionable insights for diverse audiences.
• Affinity for new technologies, with curiosity and practical capability to explore and implement tools (including artificial intelligence) that improve organisational effectiveness and efficiency.
  Bonus points if you’ve worked in lending, credit, or advisory — especially with smaller organisations.

Why join us?

• Be part of a passionate, values-driven team dedicated to creating social impact.
• Do purposeful work every day with a team that’s got your back
• Work from our beautiful HQ at Yirranma Place (or from home a few days per week — we’re flexible)
• Shape and streamline how we use data to drive better outcomes
• Shape and contribute to initiatives that are directly tackling systemic barriers in the for-purpose ecosystem.
• Access to professional development and networking opportunities.
• A supportive and inclusive workplace where your ideas are valued.

Learn more.