Senior Investment Reporting Specialist
3 days ago
This role focuses on developing, maintaining and delivering high-quality performance reporting and attribution analysis across a broad range of asset classes.
The successful candidate will work closely with stakeholders to deliver accurate and timely reports, ensuring seamless communication and collaboration throughout the process.
Your Key Responsibilities- Develop and maintain comprehensive performance reporting and attribution analysis across various asset classes.
- Generate and distribute high-quality reports to relevant clients and stakeholders in a timely manner.
- Monitor and report on investment options against objectives, peers, and benchmarks.
- Analyse performance reporting issues, exceptions, or errors in a timely and efficient manner.
- Liaise with vendors and data providers to ensure seamless data flow and accuracy.
- Provide support for performance reporting queries and data requests from Portfolio Managers, Clients, and other internal stakeholders.
- Minimum 5 years experience in investment performance and/or client reporting across a broad range of asset classes.
- Highly proficient in Factset (performance and attribution reporting) is essential.
- Demonstrated ability to work independently and collaboratively with stakeholders in a fast-paced investments team.
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Investment Reporting Specialist
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Sydney, New South Wales, Australia beBeePerformance Full time $160,000 - $200,000Job Title: Investment Performance and Client Reporting Specialist">">Improving investment performance and providing high-quality reporting to clients are key aspects of this role. The successful candidate will be responsible for analyzing and interpreting data to create detailed reports that meet the needs of various stakeholders.They will have expertise in...
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Senior Investment Specialist
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