Performance Reporting Analyst

2 weeks ago

Sydney, Australia Lonsec Full time

We are recruiting a Performance Reporting Analyst to join our Sydney team on a full-time basis. This role will provide a steppingstone into working within the financial services industry for anyone with a particular interest and focus on investments, research and portfolio construction.

The role of the Performance Reporting Analyst is to work with Lonsec’s Sydney based Investment Solutions team to:

- Provide comprehensive reporting solutions to our clients including performance analysis and data analytics.
- Develop and maintain quantitative analysis and inputs for the LIS model and managed portfolios.
- Work with consultants on client responsibilities
- Work with LIS team on internal meeting reporting requirements

**Key Responsibilities**

Reporting:

- Manage the monthly and quarterly client reporting process
- Incorporate data analysis into designated ongoing reports
- Working on various tools to produce factor analysis, liquidity analysis and portfolio stress testing for managed account portfolios
- Use analysed data to create reports
- Identifying process improvement opportunities
- Preparation of Portfolio Reports for Investment Committees (review and evaluate attribution, portfolio characteristics and asset allocation)
- Developing further client reporting capabilities through the direction of the investment consulting team
- Assist with the quantitative analysis, tools and inputs.
- Publish reports via Lonsec’s proprietary Adviser Portal on iRate.
- As part of the reporting responsibilities, Data Collection and Analysis is key:

- Interpret data and analyse results using statistical techniques
- Identify anomalies in various data sources
- Filter and “clean” data

**Prerequisite Skills and Experience**
- Understanding of the services of an asset consultant, research house, or fund manager, with an emphasis on skills on performance reporting.
- Excellent writing skills and attention to detail - a strong ability to synthesise and distil financial information down to key concepts and convey this in written form efficiently, clearly and concisely.
- Expertise in Microsoft Excel and a strong working knowledge of Word, PowerPoint and Adobe Acrobat
- Research skills - ability to manipulate and analyse data.
- Strong organisational and time management skills - meet deadlines and coordinate and manage various tasks at a time (and reprioritise as new tasks come to hand).
- A clear and demonstrable understanding of investment markets and major asset classes within the funds management industry, with a particular strength in and understanding of asset allocation.
- Stong communication and relationship management skills to enable liaising with external clients with the ability to effectively handle queries and concerns.
- Ability to work as part of a close knit team as well as autonomously while taking responsibility for meeting personal objectives.
- A demonstrable interest in finance and investments

**Essential qualifications**:

- An undergraduate degree in a business or mathematical based discipline (science or engineering) e.g. BComm, BBus, BA, BEc, BSc, BApSci
- Plus one of the following is preferred but not essential;
- Honours Year
- Certified Investment Management Analyst (CIMA)
- CFA level 1
- Post Graduate Diploma in Finance / Management / Commerce / Financial Planning
- Master of Business Administration / Economics / Commerce / Applied Finance
- Plus a minimum of 12 months relevant industry work experience

**Working for Lonsec**

We are Australia’s leading financial research company, rating more funds, stocks and managers than our competitors. Our values lead our culture, centred around the principles of Client Focus, Innovation, Integrity, Independent Thinking, and Collaboration.

What we offer:

- Ongoing flexible working arrangements - We have offices in Melbourne and Sydney, but offer the opportunity to work Australia wide.
- Family friendly work-life balance
- "Dress for your day" in both Sydney and Melbourne offices
- "Life Leave" - bonus day of Annual Leave a year for life events eg. moving house, weddings, child's first day of school
- Paid parental-leave
- Volunteer leave
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
- Mentor groups
- Wellness program
- Social and charity events

**How to apply

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