Investment Performance and Client Reporting Senior Analyst

Overview

Investment Performance and Client Reporting Senior Analyst role at Australian Ethical Investment. This newly created role focuses on developing, maintaining and delivering performance reporting and attribution analysis across a broad range of asset classes, and generating high quality reports for clients and stakeholders.

About Us

Australian Ethical is Australia's original and fastest-growing super fund and ethical investment manager. We are ASX-listed with almost $14 billion in funds under management and offer a selection of award-winning managed funds and superannuation products. Our purpose is to invest for a better world, combining solid financial returns with a positive impact for people, planet and animals. We are a registered B Corp and are committed to an inclusive, equitable and forward-thinking workplace culture.

Your New Role

In this role, you'll be responsible for developing, maintaining and delivering performance reporting and attribution analysis across a broad range of asset classes, as well as generating and distributing high quality reports to relevant clients and stakeholders.

Key Responsibilities

• Performance Reporting and Attribution: be a super user of the Factset performance and risk attribution system and support the broader Investments team and internal stakeholders with queries and information/reporting requests.
• Provide timely and accurate investment performance and attribution calculations across asset classes, including analysis and communication of the drivers of performance.
• Monitor and report on investment options against objectives, peers and benchmarks.
• Identify and analyse performance reporting issues, exceptions or errors in a timely manner.
• Generate insights from performance and attribution analysis, market data and industry information, and distill these for communication to stakeholders.
• Liaise with and coordinate with relevant vendors and data providers.
• Support performance reporting queries and data requests from Portfolio Managers, Clients and other internal stakeholders.

Client and Investments Reporting

• Super user of Business Intelligence tools (e.g., Power BI, Excel) and support the Investments team in their use.
• Create, prepare and deliver client and Investment team reports.
• Ensure accurate and timely production of high-quality Investment and client reports.
• Manage end-to-end reporting processes, understanding requirements and procuring necessary information to produce meaningful reports.
• Develop and maintain relationships to understand reporting requirements.

What we're looking for

You're an investment performance reporting SME used to working in an investment management business, supporting investment decision making through high quality investment performance and client reports. If you're energetic, collaborative and self-driven and excited to be part of a high performing investments team, we'd love to hear from you. Requirements include:

• 5+ years experience as an investment performance and/or client reporting analyst across a broad range of asset classes.
• 5+ years experience producing and disseminating high quality performance and attribution, and client reports.
• Highly proficient with Factset (performance and attribution reporting) is essential.
• Track record of working independently and collaboratively with stakeholders in a high performing investments team.
• Proficiency with Business Intelligence tools (Power BI, Excel) is highly regarded.
• Relevant Qualifications – CFA Designation is desirable but not essential.

What's in it for you

• A competitive salary, including short-term and long-term incentives including access to an Employee Share Plan.
• Wellbeing program with an extra 5 days of leave above statutory requirements.
• 20 days paid annual leave with an additional 3 paid days during the Christmas period.

How to apply

If you'd like to know more about working at Australian Ethical, check out our Careers and Culture page here: or here:

At Australian Ethical we embrace diversity and are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital status, or disability status.

Join the Team

If this role interests you and you'd love to join the Australian Ethical team, apply here on LinkedIn. We look forward to hearing from you

Please note: Applications and approaches via recruitment agencies will not be accepted for this position.

Note

This description reflects the role details and should be read with the organisation's policies and recruitment guidelines.

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