Investment Reporting Specialist

1 week ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time

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.


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