Investment Data & Reporting Analyst: Platform Transformation

Talent; Sydney; On-site; AUD 120,000 - 150,000; Full time

Job summary

Talent is seeking a Business Data Analyst with investment reporting experience to support a major platform transformation within a financial services organisation.

You’ll combine business analysis and data investigation with day-to-day performance reporting across investment, product, technology and operations teams to improve reporting accuracy, strengthen controls and support the transition to a new platform.

Qualifications

• Experience in investment performance, market risk, fund or client reporting within asset management, superannuation or a related environment.
• Strong understanding of financial instruments and portfolio concepts (equities, fixed income, derivatives).
• Business analysis and change experience covering requirements, stakeholder engagement, testing and implementation.
• Confidence analyzing large datasets and working with investment data and reporting tools (Bloomberg, FactSet).
• Strong attention to detail and data quality controls.
• Clear communication with senior stakeholders.
• CFA or FRM study or qualifications is advantageous.

Responsibilities

• Gather requirements and translate them into clear specifications and test cases.
• Deliver portfolio performance reports and ad hoc analysis, investigating data and reporting issues.
• Assess the impact of platform changes on data, calculations, processes and reporting outputs.
• Support process redesign, automation, data enhancements and control improvements.
• Coordinate testing/UAT, cutover readiness and post-implementation support.
• Manage stakeholder queries, risks and dependencies, keeping delivery teams aligned.
• Maintain reporting methodologies, procedures, data definitions and control documentation.

Skills

Investment reporting

Data analysis

Stakeholder engagement

Attention to detail

Education

CFA/FRM study or qualifications

Tools

Bloomberg

FactSet

Job description

Talent is seeking a Business Data Analyst with investment reporting experience to support a major platform transformation within a financial services organisation.

You’ll combine business analysis and data investigation with day-to-day performance reporting across investment, product, technology and operations teams to improve reporting accuracy, strengthen controls and support the transition to a new platform.