Manager, Investment Performance
3 weeks ago
Take hold of a monster opportunity and join our Investment Operations and Performance team as a Manager, Investment Performance - Reporting. If you're a good fit for this role and live in Brisbane or Sydney, we'd love you to apply.
Why join us?
- You'll get 14% super as standard, to help your future come alive.
- Unleash your potential and build a career to be proud of through excellent training and development opportunities.
- Balance your work between in-person days at our purpose-built hubs and working from home.
- In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.
About The Role
As a Manager, Investment Performance - Reporting within the Investment Operations and Performance team, you will lead the performance reporting function, ensuring the delivery of accurate, timely, and insightful investment performance analytics. You will manage a team of analysts and collaborate with the investment team, product team, risk team, custodians, and senior leadership to support strategic investment decisions through robust performance measurement and attribution reporting.
Day To Day, You'll
- Lead the end-to-end investment performance and attribution reporting across all fund structures.
- Manage and mentor a team of performance analysts, ensuring high-quality output and professional development.
- Oversee the production of monthly, quarterly, and ad-hoc performance reports for internal and external stakeholders.
- Collaborate with investment teams to interpret performance trends and provide actionable insights.
- Liaise with custodians to ensure a high level of service, data accuracy, and optimal outcomes for performance reporting and reconciliation.
- Present performance results and insights to senior management and investment committees.
- Support Investment Performance initiatives related to system upgrades, data integration, and reporting process improvements.
This role is available as a 12-month max-term/secondment opportunity.
About You
It goes without saying you'll be a great communicator with top-notch interpersonal skills. We'll also expect you to identify problems and come up with quick, creative solutions. You might also tick some of the following boxes:
- Extensive experience, ideally in funds management or custodian organizations, with direct experience in performance analytics and investment data management.
- Strong knowledge of performance measurement, attribution, and risk-adjusted return metrics.
- Experience with performance systems (e.g., Pearl/Ortec, FactSet, Morningstar, Bloomberg PORT, Aladdin).
- Excellent communication and stakeholder engagement skills.
About Us
Our 2.4 million members trust us to take care of over $330 billion in retirement savings. We help them take charge of their finances and face the future with confidence. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.
Apply online now
Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close Friday, 15 August 2025.
We don't want to leave you with a monstrous wait. So, you'll hear from us after the closing date to find out whether you've made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.
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