Investment Reporting Specialist
1 week ago
Role Overview
This position is responsible for providing clients with custom and standardised reports in relation to their portfolio and on topics including performance, analytics, attribution, compliance, and enterprise risk.
Key Responsibilities
- Responsible for the end-to-end production and distribution process for completing repeatable and ad-hoc client reporting packages for specified business units.
- Ensure production timeliness, while meeting quality and compliance requirements.
- Responsible for the liaison with internal stakeholders on client report requirements and enquiries.
- Identify process improvement opportunities, geared towards improving client service, operational efficiency, and/or output quality.
Requirements
- Associated degree and around 2-4 years' experience working in the Asset Management industry, with client reporting experience preferred.
- Good understanding of investment and fund industry, including performance and investment strategies.
- Strong technical skills on Excel and PowerPoint preferred.
- Ability to work independently and learn new technology and/or processes quickly.
- Ability to work under pressure and meet tight deadlines.
- Detail oriented with excellent written and verbal communication skills.
- Strong organisational skills.
-
Investment Growth Specialist
1 week ago
Sydney, New South Wales, Australia Zenith Investment Partners Full time## Investment Growth Specialist Role at Zenith Investment Partners### Key ResponsibilitiesAs an Investment Growth Specialist at Zenith Investment Partners, you will be responsible for developing and maintaining strong working relationships with our existing clients, generating leads and marketing to our prospect database. Your key responsibilities will...
-
Client Investment Reporting Specialist
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Client Investment Reporting SpecialistJob Summary: We are seeking a skilled Client Investment Reporting Specialist to join our team at Anton Murray Consulting. The successful candidate will be responsible for providing clients with custom and standardised reports in relation to their portfolio and on topics including performance, analytics,...
-
Senior Investment Reporting Specialist
1 week ago
Sydney, New South Wales, Australia Commonwealth Bank of Australia Full timeAbout the RoleThe Commonwealth Bank of Australia is seeking an experienced professional to join our Financial Services team as an Investment Reporting and Analysis Specialist. In this role, you will be responsible for providing financial support to senior management and stakeholders, including the Group CFO and Executive Leadership Team.Key...
-
Investment Reporting Analyst
3 weeks ago
Sydney, New South Wales, Australia Australian Retirement Trust Full timeAbout the RoleAustralian Retirement Trust is seeking a skilled Investment Reporting Specialist to join our team. As a key member of our investment team, you will be responsible for providing high-quality investment reporting to internal and external stakeholders.Key ResponsibilitiesProduce detailed performance, attribution, and risk reporting for investment...
-
Client Investment Reporting Specialist
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob SummaryWe are seeking a skilled Client Investment Reporting Specialist to join our global Client Account Services division in Sydney. As a key member of our team, you will be responsible for providing clients with custom and standardised reports in relation to their portfolio and on topics including performance, analytics, attribution, compliance and...
-
Senior Investment Solutions Specialist
3 weeks ago
Sydney, New South Wales, Australia Asian Infrastructure Investment Bank Full timeJob Title: Senior Investment Solutions SpecialistAsian Infrastructure Investment Bank (AIIB) is seeking a highly skilled Senior Investment Solutions Specialist to join our team. As a key member of our Sectors, Themes and Finance Solutions (STF) Department, you will play a critical role in driving the development of technical excellence and expansion of...
-
Investment Reporting Specialist
4 weeks ago
Sydney, New South Wales, Australia Perpetual Full time{"About the business/role": "Perpetual Group is a leading asset management company with a global footprint, serving Australian and international institutions, not-for-profit organizations, private businesses, financial advisers, individuals, and families.We aim to protect and grow our clients' wealth, making a difference in their lives. Our clients include...
-
Investment Reporting Specialist
1 month ago
Sydney, New South Wales, Australia Perpetual Full time{"About the business/role": "Perpetual Group is a leading asset management company with a global footprint, serving Australian and international institutions, not-for-profit organizations, private businesses, financial advisers, individuals, and families.We aim to protect and grow our clients' wealth, making a difference in their lives. Our clients include...
-
Investment Reporting Specialist
3 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the Business/RolePerpetual Group is a leading ASX-listed company, headquartered in Sydney, Australia, with 11 brands across three businesses: asset management, wealth management, and corporate trust. Our goal is to protect and grow our clients' wealth, making a positive impact on their lives.We have a growing global presence, with a recent acquisition...
-
Investment Reporting Specialist
1 week ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the Business/RolePerpetual Group, an ASX-listed company, operates three distinct businesses: asset management, wealth management, and corporate trust. Our goal is to protect and grow our clients' wealth, making a difference in their lives. We serve Australian and international institutions, not-for-profit organisations, private businesses, financial...
-
Investment Reporting Specialist
7 days ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the Business/RolePerpetual Group is a leading asset management company with a global footprint, serving Australian and international institutions, not-for-profit organizations, private businesses, financial advisers, individuals, and families.The role of Reporting Analyst is focused on producing high-quality investment, product, and research...
-
Client Investment Reporting Specialist
3 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeClient Investment Reporting RoleAnton Murray Consulting is seeking a skilled Client Investment Reporting professional to join their team in Sydney. This is a permanent opportunity with a leading global asset manager.Key Responsibilities:Produce and distribute high-quality client reports, ensuring timely delivery and meeting quality and compliance...
-
Client Investment Reporting Specialist
2 months ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeClient Investment Reporting AnalystAnton Murray Consulting is seeking a skilled Client Investment Reporting Analyst to join their global Client Account Services division in Sydney. This is a newly created role that will be responsible for providing clients with custom and standardised reports in relation to their portfolio and on topics including...
-
Investment Banking Reporter
4 weeks ago
Sydney, New South Wales, Australia Nine Full timeJob Title: Investment Banking ReporterWe are seeking a highly motivated and experienced reporter to join our team of financial journalists. As an Investment Banking Reporter, you will be responsible for covering the latest news and trends in the investment banking sector.Key Responsibilities:Breaking news stories about Australian investment banksCovering key...
-
Investment Reporting Specialist
4 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the Business/RolePerpetual Group is a leading ASX-listed company with a global footprint, offering asset management, wealth management, and corporate trust services. Our mission is to protect and grow our clients' wealth, making a positive impact on their lives.We have a strong commitment to diversity and inclusion, with a robust 7-pillar strategy and...
-
Senior Investment Reporting Analyst
2 weeks ago
Sydney, New South Wales, Australia Commonwealth Bank of Australia Full timeFinancial Reporting and Analysis RoleThe Commonwealth Bank of Australia is seeking a skilled Financial Reporting and Analysis professional to join their team. As a key member of the Group Financial Reporting & Analysis team, you will provide financial support to the CEO, CFO, Executive Leadership Team (ELT) and Board.The team's areas of focus...
-
Investment Reporting Specialist
3 weeks ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the Business/RolePerpetual Group is a leading ASX-listed company with a global footprint, offering a range of financial services across asset management, wealth management, and corporate trust. Our mission is to protect and grow our clients' wealth, making a positive impact on their lives.We are committed to creating an inclusive workplace where...
-
Senior Risk Manager
3 weeks ago
Sydney, New South Wales, Australia Ardea Investment Management Full timeJob Title: Senior Risk ManagerArdea Investment Management is seeking a highly skilled Senior Risk Manager to join our team. As a key member of our Risk Function, you will play a critical role in ensuring the effective management of investment risk within our organization.Key Responsibilities:Timely identification and escalation of breaches identified by our...
-
Investment Research Specialist
3 weeks ago
Sydney, New South Wales, Australia MFS Investment Management Full timeAt MFS Investment Management, we're committed to fostering a culture that supports our employees in doing what they do best. Our team works together to achieve better outcomes, prioritizing the strongest idea over individual interests. We value our community and demonstrate care and compassion for one another.As a key member of our research team, you'll...
-
Investment Director, Capital Markets
3 hours ago
Sydney, New South Wales, Australia Fortress Investment Group Full timeCompany OverviewFortress Investment Group is a leading global investment management firm with a strong presence in the Asia Pacific region. As a Vice President of the Capital Formation Group, you will play a critical role in establishing and managing the capital formation and investor relations function for Fortress funds.Job SummaryThis is a newly created...