Manager, Performance Reporting

2 weeks ago

Sydney, Australia Rest Full time

**Job Description**:

- **
Great Opportunity to Deliver and Enhance Performance and Regulatory Reporting**:

- ** Newly Created Role**:

- ** Hybrid Working from either Sydney, Melbourne or Brisbane**

**About Us**

Awarded as an ESG and Responsible Investment Leader, Rest is one of Australia’s largest profit-to-member superannuation funds; supporting more than 280,000 employers and around 1.95 million members, we have nearly $71 billion of funds under management.

Our ambition is to create super our members love. This is our purpose; it is why Rest exists. To achieve this ambition our mission is clear: make super simple

At the heart of everything we do at Rest are our values and behaviours, they represent how we’ll be successful in this pursuit. We want to Be Daring, Keep it Simple, Take Action and Have Grit To put it simply we want our people to thrive and love the work they do.

**About the Job**

This exciting new role is responsible for building a newly established Performance Reporting function within Investment Operations.

Reporting to the General Manager, Investment Operations, the Manager Performance Reporting, will build the operating framework including the people, processes, and systems to enable the performance reporting function.

You will own and be responsible for calculating and reporting of investment performance returns to external stakeholders including regulators, survey/ ratings houses and member communications and in support of reporting to investment governance committees at board, investment committee and senior management levels.

**Key Responsibilities**

You will have responsibility for delivering and enhancing performance and regulatory reporting. Accountabilities and responsibilities include:
- Providing accurate and timely performance and exposure reports to external stakeholders including regulators, survey/ ratings houses;
- Providing accurate and timely performance reports to internal member communications teams, in support of reporting to investment governance committees at Board, Investment Committee, People Culture and Remuneration Committee and senior management levels.
- Proactive monitoring of regulatory developments related to Rest’s published performance results and production of associated commentary and analysis (e.g., APRA Performance Tests).
- Oversight of the daily performance reporting provided by Rest’s custodian including oversight of their service levels and deliverables.
- Proactive expansion of Rest’s investment reporting capability to fully support new and evolving stakeholder needs and governance processes.
- Liaising with internal stakeholders including the Rest Investment Team in relation to performance reporting matters, responding to queries and helping to ensure that all Performance Reporting requirements are met.
- Reviewing and enhancing existing performance reporting processes through automation, simplification, and control improvement to reduce risk of error and create efficiencies.
- Ensure that regulatory reporting obligations including APRA reporting, RG97, portfolio holding disclosure, and OTC derivatives are being met.
- Analysing the impact of regulatory changes relating to performance reporting and adapting processes and controls to ensure compliance.
- Contributing to the design and ongoing validation of external manager Performance fee models and calculations.
- Develop ex-post-performance reporting across manager, sector, asset class and option level with a focus on continuous improvement and insights that will aid portfolio construction, absolute and APRA benchmark relative performance.
- Partner and support the Investment Analytics team as required.
- Manage the Performance Reporting Team, and provide guidance, training, mentoring and feedback as required. Establish appropriate goals and undertake performance monitoring in accordance with organisational requirements.
- Utilise a suite of reporting and analytics solutions, such as State Street Alpha / Charles River and FactSet to enhance and automate current reporting.

**Qualifications**:
Required qualifications, experience, understanding or credentials **including: -**
- Relevant tertiary or technical qualifications in Commerce, Mathematics, Information Management, Finance or related field.
- ** 10+ years’ experience within investment organisations or other related organisations such as custodians or vendors.**:

- Demonstrable experience with **Investment data solutions in an Asset Owner environment **e.g. Custodian Data Services, Front Office platforms, FactSet, Bloomberg, Third Party Investment Data Management platforms, Custom Investment Reporting Data Analytics solutions or similar
- Proven ability to identify and develop innovative data, reporting and analysis solutions and drive improvements across both ex-ante risk and performance.
- Prior direct leadership experience
- CFA, FRM and CIPM qualifications highly desirable
- Excellent stakeholder communication,

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