Senior Financial Analyst Aladdin

4 days ago

Melbourne, Victoria, Australia Invartis Consulting Full time
Overview

Job Title: Financial Analyst – Reference Data and Investment Operations


Location: Melbourne, Australia


About Invartis Consulting


We take pride in what we do – investment management is our craft. At Invartis Consulting, our mission is to help investment managers plan for the future and build sustainable competitive advantage. Our team has been providing strategic management consulting to the investment management industry since 2013. We've worked and partnered with some of the largest organisations across APAC, North America, Europe, and the Middle East, with the majority choosing to work with us again. We are structured into eight competency centres: investments, ESG, operations, data management, digital and technology, business model transformation, outsourcing, and managed service.



Key Responsibilities
  • Leverage Aladdin platform expertise to support portfolio management, risk analytics, Securities set up and investment decision-making.
  • Manage large and complex financial datasets; ensure accuracy, integrity, and compliance with reporting standards.
  • Provide detailed financial and risk analysis to support investment strategies and business decisions.
  • Partner with investment teams, operations, and technology teams to optimize workflows and resolve data issues.
  • Develop and deliver financial models, dashboards, and performance reports using Aladdin tools and data.
  • Monitor investment performance, market trends, and risk exposures, presenting actionable insights to senior management.
  • Support automation and process improvements in financial analysis and reporting.
  • Ensure compliance with regulatory and internal risk frameworks.


Key Requirements
  • Mandatory hands-on experience with Aladdin (minimum 3+ years).
  • 5–10 years of experience in Securities set up, financial analysis, portfolio/risk management, or investment data management.
  • Strong background in financial data management, modeling, and reporting.
  • Proficiency in Excel and SQL; experience with BI/analytics tools (e.g., Tableau, Power BI) is a plus.
  • Strong understanding of investment products (equities, fixed income, derivatives, etc.) and financial markets.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Strong communication skills with ability to present insights to stakeholders.
  • Bachelor's/Master's degree in Finance, Economics, Accounting, or a related field. Professional certifications (CFA/FRM) preferred.


Employment details
  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance
  • Industries: Investment Management, Investment Banking, and Financial Services
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