Highly Experienced Investment Performance Analyst Leader

7 days ago

Brisbane, Queensland, Australia beBeeInvestment Full time $145,607 - $153,869

Job Description

  • As a Manager, Investment Performance - Reporting, you will lead the performance reporting function, ensuring the delivery of accurate, timely, and insightful investment performance analytics.
  • You will manage a team of analysts and collaborate with the investment team, product team, risk team, custodians, and senior leadership to support strategic investment decisions through robust performance measurement and attribution reporting.

Day To Day Tasks

  • Lead the end-to-end investment performance and attribution reporting across all fund structure.
  • Manage and mentor a team of performance analysts, ensuring high-quality output and professional development.
  • Oversee the production of monthly, quarterly, and ad-hoc performance reports for internal and external stakeholders.
  • Collaborate with investment teams to interpret performance trends and provide actionable insights.
  • Liaise with custodians to ensure a high level of service, data accuracy, and optimal outcomes for performance reporting and reconciliation.
  • Presentation of performance results and insights to senior management and investment committees.
  • Support Investment Performance initiatives related to system upgrades, data integration, and reporting process improvements.

Requirements

  • You will be a great communicator with top-notch interpersonal skills.
  • Experience in funds management or custodian organizations, with direct experience in performance analytics and investment data management.
  • Strong knowledge of performance measurement, attribution, and risk-adjusted return metrics.
  • Experience with performance systems (e.g., Pearl/Ortec, FactSet, Morningstar, Bloomberg PORT, Aladdin).

Benefits

  • 14% super as standard.
  • Excellent training and development opportunities.
  • Balance between in-person days at purpose-built hubs and working from home.
  • Access to facilities like end of trip facilities, yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

About Us

We are a trust that takes care of over $330 billion in retirement savings. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work.

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