Reporting Analyst

Perigon Group; Sydney; On-site; AUD 140,000 - 170,000; Full time

Benefits offered by this job

Superannuation

Fantastic culture with high performing

Job summary

Perigon Group is seeking a Reporting Analyst for a 12-month contract in Sydney CBD. The role blends investment performance reporting, data analysis, and project delivery to improve reporting accuracy, controls, and efficiency.

Key responsibilities include delivering accurate portfolio performance reporting and ad hoc analytics, driving reporting enhancements and automation, coordinating requirements, testing and implementation, and strengthening data quality and controls across the reporting

Qualifications

• Experience in investment performance, fund reporting, market risk, or client reporting.
• Strong analytical, problem-solving, and project delivery skills.
• Excellent stakeholder management and communication abilities.
• Understanding of financial instruments, portfolio concepts, and performance measurement.
• Proficiency in investment reporting tools such as Bloomberg or FactSet.
• High attention to detail and ability to manage competing priorities.
• CFA, FRM, performance attribution, and data quality experience will be highly regarded.

Responsibilities

• Deliver accurate portfolio performance reporting and ad hoc analytics.
• Drive reporting enhancements, automation, and process improvements.
• Coordinate project requirements, testing, implementation, and stakeholder communication.
• Investigate data discrepancies and manage risks and issues.
• Strengthen reporting controls, documentation, and data quality.

Skills

Investment performance

Fund reporting

Market risk

Client reporting

Analytical skills

Project delivery

Stakeholder management

Communication

Attention to detail

Data quality

Tools

Bloomberg

FactSet

Job description

Our client is a respected global investment services organisation undertaking a strategic platform transformation to enhance reporting quality, governance, and operational resilience. This is an opportunity to collaborate across investment and technology teams and contribute to meaningful business improvements.

About the Role

This is a Reporting Analyst role combines investment performance reporting, data analysis, and project delivery, with a focus on improving reporting accuracy, controls, and operational efficiency.

Key Responsibilities:

• Deliver accurate portfolio performance reporting and ad hoc analytics
• Drive reporting enhancements, automation, and process improvements
• Coordinate project requirements, testing, implementation, and stakeholder communication
• Investigate data discrepancies and manage risks and issues
• Strengthen reporting controls, documentation, and data quality

About the Company

Our client is a respected global investment services organisation undertaking a strategic platform transformation to enhance reporting quality, governance, and operational resilience. This is an opportunity to collaborate across investment and technology teams and contribute to meaningful business improvements.

About the Role

This is a Reporting Analyst role combines investment performance reporting, data analysis, and project delivery, with a focus on improving reporting accuracy, controls, and operational efficiency.

Key Responsibilities:

• Deliver accurate portfolio performance reporting and ad hoc analytics
• Drive reporting enhancements, automation, and process improvements
• Coordinate project requirements, testing, implementation, and stakeholder communication
• Investigate data discrepancies and manage risks and issues
• Strengthen reporting controls, documentation, and data quality

About You

• Experience in investment performance, fund reporting, market risk, or client reporting
• Strong analytical, problem-solving, and project delivery skills
• Excellent stakeholder management and communication abilities
• Understanding of financial instruments, portfolio concepts, and performance measurement
• Proficiency in investment reporting tools such as Bloomberg or FactSet
• High attention to detail and ability to manage competing priorities
• CFA, FRM, performance attribution, and data quality experience will be highly regarded.

Additional information

• 12-month contract, $140k- $170k + Super
• Sydney CBD
• Fantastic culture with high performing team