Senior Investment Performance Specialist

3 days ago


Melbourne, Victoria, Australia beBeePerformance Full time $120,000 - $150,000
Investment Performance Analyst Role

The role involves delivering comprehensive investment performance analysis and reporting to drive informed business decisions. As a Senior Analyst - Investment Performance, you will be responsible for analyzing large datasets to identify trends, opportunities, and challenges in investment portfolios.

Key Responsibilities:
  • Deliver high-quality investment performance reports and analysis across various asset classes and investment options.
  • Develop and maintain robust performance measurement models; ensure data accuracy and integrity.
  • Collaborate with investment managers on strategic planning and investment reviews.
  • Support the development of investment strategies by analyzing market trends and performance metrics.
Required Skills and Qualifications:
  • Significant experience in investment performance analysis and reporting, with expertise in attribution modeling.
  • Strong knowledge of regulatory requirements for investment reporting and complex financial instruments.
  • Proficiency in investment platforms, advanced SQL/Python programming, and data visualization tools like Power BI.
  • Excellent stakeholder management and communication skills, with strong analytical and problem-solving capabilities.
Why Work With Us?

We value diversity and inclusion, and welcome applications from candidates with diverse backgrounds and experiences. If you require reasonable adjustments during your application process, please contact our Talent team.

As a leading organization in the industry, we offer a dynamic work environment and opportunities for professional growth and development.



  • Melbourne, Victoria, Australia Vanguard Full time

    Investment Performance Analyst, Specialist Join to apply for the Investment Performance Analyst, Specialist role at Vanguard Investment Performance Analyst, Specialist Join to apply for the Investment Performance Analyst, Specialist role at Vanguard To deliver and oversee delivery of accurate and insightful performance analysis, resolve complex performance...


  • Melbourne, Victoria, Australia Vanguard Australia Full time

    Investment Performance Analyst, SpecialistJoin to apply for the Investment Performance Analyst, Specialist role at Vanguard AustraliaInvestment Performance Analyst, SpecialistJoin to apply for the Investment Performance Analyst, Specialist role at Vanguard AustraliaDirect message the job poster from Vanguard AustraliaMore than 45 years ago, John C. Bogle had...


  • Melbourne, Victoria, Australia Vanguard Australia Full time

    Investment Performance Analyst, SpecialistJoin to apply for the Investment Performance Analyst, Specialist role at Vanguard AustraliaInvestment Performance Analyst, SpecialistJoin to apply for the Investment Performance Analyst, Specialist role at Vanguard AustraliaDirect message the job poster from Vanguard AustraliaMore than 45 years ago, John C. Bogle had...


  • Melbourne, Victoria, Australia beBeeInvestment Full time

    Job Title: Senior Investment SpecialistOverview: This role is responsible for managing system and external investment calculations. The specialist will consult with operation areas, perform complex calculations, be an SME on system investment requirements, design and upgrade calculators, innovate and monitor solutions.Key Responsibilities:Manage strategic...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000

    Performance Analyst Role OverviewWe are seeking a highly skilled Investment Performance Analyst, Specialist to contribute to our investment process by delivering accurate and insightful performance analysis.The successful candidate will be responsible for providing guidance to and developing other analysts in measuring, analyzing, and interpreting the...


  • Melbourne, Victoria, Australia beBeePerformance Full time $120,000 - $170,000

    About the RoleThis is a challenging opportunity for an experienced Performance Analyst to join our Investment Performance Analysis & Attribution team. The successful candidate will be responsible for delivering accurate, insightful performance analysis to support investment decision-making.


  • Melbourne, Victoria, Australia beBeeinvestment Full time $96,000 - $124,000

    Senior Investment Analyst OpportunityJoin our team as a Senior Investment Analyst to play a crucial role in delivering independent investment performance reporting and attribution analysis.This position offers the chance to work directly with investment management and execution teams to provide valuable insights that drive strategic decision-making. The role...


  • Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000

    Job Summary:The Investment Performance Analyst, Specialist role is a challenging and rewarding opportunity to contribute to the investment process by delivering accurate, insightful performance analysis.This position requires strong analytical and problem-solving skills, as well as excellent communication and collaboration abilities. The successful candidate...


  • Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Investment ConsultantThe Investment Consultant role sits within the Portfolio Solutions Division, where you will be contributing to the business through a wide range of client-focused activities. You will play an important role as a conduit between our portfolio, sales/distribution teams and our clients drawing on your strong investment / product specialist...


  • Melbourne, Victoria, Australia Vanguard Australia Full time

    Join to apply for the Investment Performance Analyst role at Vanguard AustraliaMore than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently.A company with no external shareholders.Where all the profits were invested back into the business and used to lower costs.Vanguard Group still operates under this model,...