Investment Performance Data Analyst - Reporting & Transformation

Talent Corp; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

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

You will combine business analysis with data investigation, deliver portfolio performance reports, test changes, and work across investment, product, technology and operations teams to improve reporting accuracy and controls.

Qualifications

• Experience in investment performance, market risk, fund or client reporting within asset management or related environments.
• A sound understanding of financial instruments including equities, fixed income and derivatives.
• Business analysis and change experience covering requirements, stakeholder engagement, testing and implementation.
• Confidence analysing large datasets and working with investment data and reporting tools such as Bloomberg or FactSet.
• Strong attention to detail and a practical approach to data quality and reporting controls.
• Clear communication skills and confidence working with senior stakeholders.
• Knowledge of benchmarking, performance attribution and time-weighted returns is advantageous.

Responsibilities

• Gather requirements and translate them into 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

Testing & UAT

Financial instruments knowledge

Education

CFA/FRM study or qualification

Tools

Bloomberg

FactSet

Job description

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

You will combine business analysis with data investigation, deliver portfolio performance reports, test changes, and work across investment, product, technology and operations teams to improve reporting accuracy and controls.