Investment Reporting Analyst

3 weeks ago

Council of the City of Sydney, Australia IOOF Holdings Limited Full time

Select how often (in days) to receive an alert:

- Join a collaborative and a high performing team

- Permanent Full-Time role

- Location NSW with hybrid working arrangements

The opportunity to join our team

The Investment Reporting Analyst is responsible for building and overseeing the production of engaging monthly, quarterly, and other essential reports and communications for MLC Asset Management Funds. This opportunity is suited to a driven and detail-oriented individual who thrives on taking ownership of reporting processes and delivering exceptional results. You will help drive and manage a number of our reports and systems, ensuring accuracy and quality that exceed expectations.

Key Responsibilities

- Create, manage, and evolve high-quality reports and communications to keep our clients informed and engaged

- Work with various investment team members to prepare commentaries, as well as source and check quantitative data including performance and asset allocation information

- Maintain effective working relationships with various teams across the business and look for ways to evolve and improve reporting processes

- Reviewing, editing and delivering commentary for inclusion in reports

- Analyse data to provide actionable insights and enhance our client understanding of our funds and capabilities

- Working with team members to deliver to client data and other requirements

- Keeping abreast of competitor reporting to ensure our reporting is leading-edge

- Work with reporting software to build and maintain client reports

What you will bring

- Minimum 2 years of experience in the funds management industry is preferred

- Qualifications in finance, commerce, economics or relevant field

- Effective written communication skills with an ability to meet tight deadlines whilst delivering high quality output

- Ability to interact and communicate with senior funds management professionals and extract key messages and investment insights

- Analytical skills, particularly quantitative

- Ability to build and leverage relationships with internal stakeholders

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

#J-18808-Ljbffr

  • Senior Investment Governance

    2 weeks ago

    Council of the City of Sydney, Australia IOOF Holdings Limited Full time

    A leading investment management firm is seeking an Investment Governance and Reporting Senior Analyst to contribute to their governance and reporting function. This role involves preparing accurate APRA reports, ensuring data integrity, and collaborating across teams for continuous improvement. Candidates should possess a strong attention to detail and...

  • Fund Analyst, Real Estate Investments

    2 weeks ago

    Council of the City of Sydney, Australia Aboriginal Health Council of Western Australia Full time

    A leading investment company located in New South Wales is seeking a Fund Analyst to support core activities in managing the Scape Core Fund. Key responsibilities include performing capital management analysis, preparing fund reporting, and assisting in capital raising efforts. Candidates should possess a background in finance and 1-2+ years of experience in...

  • Investment Analyst

    4 weeks ago

    Council of the City of Sydney, Australia CFA Institute Full time

    Investment Analyst Blackwattle Investment Partners Sydney, Australia Blackwattle is an Australian funds management firm dedicated to delivering outstanding outcomes for our clients. Our long-term success is underpinned by the central philosophies of Alignment, Quality and Trust. About the Role We are seeking a highly passionate Investment Analyst to join...

  • Investment Associate/Analyst

    3 weeks ago

    Council of the City of Sydney, Australia CKE Restaurants Full time

    - Permanent position based in Sydney CBD (on-site) - Playing a key role across the full investment lifecycle - Opportunity to work closely with Senior Executives and Investors What is the Living Company? The Living Company is a transformative force in the Australian residential living market with a vision to reshape the way people live by delivering...

  • Investment Reporting Analyst

    2 weeks ago

    Sydney NSW, Australia Insignia Financial Full time $80,000 - $120,000 per year

    Investment Reporting AnalystLocation:SYDNEY, NSW, AU, 2000Employment Type: Permanent Full TimeJoin a collaborative and a high performing teamPermanent Full-Time roleLocation NSW with hybrid working arrangementsThe opportunity to join our teamThe Investment Reporting Analyst is responsible for building and overseeing the production of engaging monthly,...

  • Senior Investment Analyst

    2 weeks ago

    Council of the City of Sydney, Australia FRESH GRAVITY, INC. Full time

    Drive the strategy of a leading diversified property portfolio At Frasers Property Australia, we don’t just create buildings; we create belonging and places where people can thrive. We’re known for delivering exceptional communities with integrity, innovation, and sustainability at the core. Our national Investment & Capital Transaction team manages a...

  • Investment Analyst — Build

    4 days ago

    Council of the City of Sydney, Australia Perpetual Limited Full time

    An active investment manager in Sydney is seeking a Senior Investment Analyst to enhance investment models and support daily portfolio activities. The role involves improving systems and contributing to insightful market analysis. Ideal candidates are curious about markets, skilled in coding (e.g., Python, SQL), and thrive in a collaborative, high-performing...

  • Investment Reporting Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Ltd Full time $60,000 - $120,000 per year

    Company description: Insignia Financial Limited is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesJob description: Join a collaborative and a high performing teamPermanent Full-Time roleLocation NSW with hybrid working...

  • Investment Analyst

    4 days ago

    City of Melbourne, Australia UniSuper Management Pty Full time

    About UniSuper UniSuper is a leader in the superannuation industry, renowned for delivering strong performance and exceptional retirement outcomes for our members. As we continue to grow, we offer meaningful opportunities for talented professionals to develop their careers and contribute to our success. Join our collaborative and forward-thinking team,...

  • Senior Investment Analyst

    4 days ago

    City of Melbourne, Australia FE Fundinfo Group Full time

    Take the lead in shaping investment insights that drive strategic decisions across a fast-paced, globally expanding business. As a Senior Investment Analyst at Zenith Investment Partners, you’ll be at the forefront of investment research, leading high-impact projects and producing influential reports that guide financial advisers and their clients. This...