Investment Performance Analyst

GOW Recruitment; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

GOW Recruitment is partnering with a leading global financial services organisation to appoint an experienced Investment Performance Analyst in Sydney. You will deliver investment performance reporting and analytics across multiple portfolios and support a major platform transformation project.

You will collaborate with cross-functional teams, analyse data for accuracy, identify process improvements, and assist with UAT and implementation activities.

Qualifications

• Experience in investment performance reporting and analytics.
• Background in asset management or related financial services.
• Progress towards CFA or FRM qualifications.

Responsibilities

• Prepare and deliver accurate investment performance reporting and analytics across portfolios and asset classes.
• Support a major investment reporting platform transformation: requirements, testing, implementation and post-go-live activities.
• Analyse investment data, identify discrepancies and ensure reporting accuracy.
• Identify opportunities to streamline reporting processes, enhance controls and improve efficiencies.
• Collaborate with wider teams in the business.
• Assist with performance reporting methodologies, data improvements and new reporting capabilities.
• Support stakeholder queries, reporting requirements and project deliverables.
• Contribute to ongoing process improvement and automation initiatives.

Skills

Investment performance reporting

Investment analytics

Fund reporting

Client reporting

Market risk reporting

Stakeholder engagement

Data analysis

UAT/testing

Process improvement

Attention to detail

Education

CFA/FRM in progress

Tools

Investment data platforms

Job description

An exciting opportunity has arisen for an experienced Investment Performance Analyst to join a leading global financial services organisation. You will play an important role in delivering investment performance reporting and analytics while supporting a significant platform transformation initiative.

Key Responsibilities:

• Prepare and deliver accurate investment performance reporting and analytics across a range of portfolios and asset classes.
• Support a major investment reporting platform transformation, including requirements gathering, testing, implementation and post-go-live activities.
• Analyse investment data, identify discrepancies and ensure reporting accuracy and consistency.
• Identify opportunities to streamline reporting processes, enhance controls and improve operational efficiencies.
• Work closely with wider teams in the business.
• Assist with performance reporting methodologies, data improvements and the development of new reporting capabilities.
• Support stakeholder queries, reporting requirements and project deliverables.
• Contribute to ongoing process improvement and automation initiatives.

Ideally, you will bring:

• Experience in investment performance reporting, investment analytics, fund reporting, client reporting or market risk reporting.
• A background within asset management, funds management, superannuation, investment banking or a related financial services environment.
• A sound understanding of investment products, including equities, fixed income and derivatives.
• Exposure to performance measurement, benchmarking, attribution or investment reporting methodologies.
• Experience using investment data and reporting platforms.
• Strong analytical and problem-solving skills, with excellent attention to detail.
• Confidence working with large datasets and engaging with stakeholders across different business areas.
• An interest in technology, process improvement and business transformation.
• Previous exposure to system implementations, UAT, project delivery or change initiatives would be highly regarded, as would progress towards CFA or FRM qualifications.