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Financial Insights Specialist

3 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $111,419 - $141,917
Investment Performance Analyst Role Overview

Craft insightful strategies that drive investment decisions as a key member of our Investment Analytics & Risk team.

Enjoy a flexible work environment and ample leave, allowing you to prioritize what matters.

Develop your skills in performance measurement, attribution, and analytics services across Asset Management businesses.

About the Team:

Our organization is headquartered in Sydney, Australia. We have a global presence with a multi-boutique asset management business offering specialist investment capabilities through multiple brands.

Your Key Responsibilities:
  • Deliver daily, monthly, and ad-hoc performance and attribution measurements to investment and distribution teams.
  • Reconcile attribution to portfolio performance and resolve issues with security analytics and attribution results.
  • Build dashboards and reporting formats to meet objectives.
  • Collaborate closely with other departments to source information.
  • Provide relevant insights on drivers of return with our portfolios.
About You:

We seek a detail-oriented analyst with a passion for investment performance and a drive to deliver impactful insights. You will bring:

  • An undergraduate degree in Data Analytics, Actuarial, Engineering, Business, Commerce, Mathematics, or a related field.
  • Post-graduate qualifications (Dip / Master / CFA / CIPM etc.) highly regarded.
  • At least one year's experience within performance, analytics, or related roles in funds management, superannuation, or custody.
  • Experience in equity, fixed income, or multi-asset attribution.
  • Understanding of commonly used fixed interest and/or multi-asset instruments.
  • Understanding of performance methodologies.
  • Experience working closely with investment teams.
  • Sound organisational and time management skills, with a proven ability to set and work to priorities and deadlines.
  • Excellent analytical, problem-solving, attention to detail, and critical thinking skills essential.
  • Highly articulate in written and verbal communication.
  • Systems - strong experience using Excel, Word, and PowerPoint.
  • Knowledge of PowerBI, VBA beneficial.
  • Experience using FactSet highly regarded.
Our Culture:

Our unique culture is underpinned by our three organizational behaviours: Stretch, Own it, Make an impact. These drive our approach to day-to-day interactions with colleagues and clients, decision-making, and problem-solving.