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Investment Reporting Specialist

2 months ago

Sydney, New South Wales, Australia Perpetual Full time
{"About the Business/Role": "

Perpetual Group is a leading ASX-listed company headquartered in Sydney, Australia, with a presence in asset management, wealth management, and corporate trust. Our mission is to protect and grow our clients\u2019 wealth, making a positive impact on their lives.

We have a growing global footprint, with recent acquisitions expanding our reach in Australia, Asia, Europe, the UK, and the US.

The Reporting Analyst role is critical in producing high-quality investment, product, and research information for internal and external stakeholders.

", "About the Role": "
  • Prepare and deliver regular reporting schedules for internal and external stakeholders.
  • Analyse data to ensure accuracy, consistency, and compliance with internal and market standards.
  • Produce Perpetual Investments reporting requirements with a focus on efficiency, accuracy, and control.
  • Assist Client Services, Research Relationship, and ISO teams with ad-hoc reporting tasks.
  • Collaborate with Senior team members to review, improve, and document reporting processes.
", "About You": "
  • Hold a degree in Commerce, Finance, Accounting, or a related field.
  • Have a minimum of 1 year of experience in Funds Management or Custody Industries.
  • Be proficient in Microsoft Office.
  • Exhibit strong communication and organisational skills.
  • Demonstrate attention to detail.
", "Behaviours": "

Our unique culture is built on three organisational behaviours: Stretch, Own it, Make an impact.

", "Employee Benefits": "
  • Work from anywhere in Australia for up to one month each year.
  • Receive an annual allowance for personal wellbeing.
  • Access LinkedIn learning, study support, and professional development opportunities.
  • Participate in a six-week secondment with Jawun to support Indigenous organisations.
", "Diversity and Inclusion": "

We are committed to creating an inclusive workplace where diversity is celebrated.

We welcome applications from people from all backgrounds and communities.

", "Contact Us": "

Please submit your application through our website.

"}