Investment Performance Analyst - 12 month contract

GOW Recruitment; Sydney; Presencial; AUD 90.000 - 115.000; Jornada completa

Descripción de la vacante

An experienced Investment Performance Analyst is invited to join a leading global financial services organisation in Sydney to deliver investment performance reporting and analytics. The role supports a major platform transformation, from requirements gathering to post-go-live activities.

You will analyse investment data, ensure accuracy, and drive process improvements across portfolios and asset classes within a collaborative, stakeholder-facing environment.

Formación

• Experience in investment performance reporting and analytics.
• Background in asset management/funds/superannuation or related financial services.
• Understanding of equities, fixed income and derivatives.
• Exposure to performance measurement, benchmarking or attribution.

Responsabilidades

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

Conocimientos

Investment reporting

Investment analytics

Portfolio reporting

Stakeholder engagement

UAT & testing

Data handling

Herramientas

Investment data platforms

Descripción del empleo

Investment Performance Analyst - 12 month contract

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.