Performance Analyst

4 weeks ago


Sydney, New South Wales, Australia Robert Walters Full time

Our client is seeking a dedicated and detail-oriented Performance Analyst to join their dynamic team. This role offers an exciting opportunity to play a pivotal part in evaluating and analysing the performance of various investment strategies, providing valuable insights that enhance decision-making and improve client outcomes. The successful candidate will have the chance to collaborate with portfolio managers and investment teams, understand investment objectives, and contribute significantly to the development of performance measurement methodologies and tools.

They are open to candidates coming from fund operations, middle office, corporate actions and unit pricing who are keen to progress into a performance role.

What you'll do:

  • Conduct performance analysis of investment portfolios, including returns attribution, risk assessment, and benchmarking
  • Monitor and report on investment performance metrics, identifying trends, outliers, and areas for improvement
  • Collaborate with portfolio managers and investment teams to understand investment strategies and objectives
  • Develop and maintain performance reporting processes and systems, ensuring accuracy and efficiency
  • Communicate performance results and analysis to internal stakeholders
  • Support the development and enhancement of performance measurement methodologies and tools
  • Stay abreast of industry best practices and regulatory requirements related to performance analysis and reporting

What you bring:

  • Bachelor's degree in finance, economics, mathematics, or a related field
  • 1-2 years' experience in performance analysis within the funds management industry
  • Understanding of investment products and strategies
  • Strong analytical skills
  • Strong communication skills with the ability to convey technical concepts effectively
  • Detail-oriented with a commitment to accuracy and precision
  • Ability to work both independently and collaboratively in a fast-paced environment

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Charlotte Nairn on for a confidential discussion.



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