Remote Investment Performance & Attribution Analyst

Perpetual Limited; Sydney; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Work from anywhere in Australia for up to one month each year

Annual allowance for personal wellbeing

Study support for professional development

Job summary

A leading investment management firm is seeking an experienced Investment Performance Analyst in Sydney. The role involves performance measurement, analytics, and contributing insights to investment teams. Ideal candidates should possess an undergraduate degree and relevant experience in performance analytics, along with strong analytical and communication skills. The firm offers competitive employee benefits and fosters diversity and inclusion.

Qualifications

• At least 1 years' experience in Performance, Analytics or related roles.
• Experience in Equity, Fixed Income or Multi-Asset Attribution.
• Understanding of Performance methodologies.

Responsibilities

• Conduct daily, monthly, and ad-hoc Performance and Attribution measurement.
• Reconcile Attribution to Portfolio Performance.
• Build dashboards and reporting formats.

Skills

Analytical skills

Problem solving

Attention to detail

Communication skills

Organizational skills

Education

Undergraduate degree in Data Analytics, Actuarial, Engineering, Business, Commerce, Mathematics or related field

Tools

Excel

PowerPoint

PowerBI

VBA

FactSet

Job description

A leading investment management firm is seeking an experienced Investment Performance Analyst in Sydney. The role involves performance measurement, analytics, and contributing insights to investment teams. Ideal candidates should possess an undergraduate degree and relevant experience in performance analytics, along with strong analytical and communication skills. The firm offers competitive employee benefits and fosters diversity and inclusion.