Highly Skilled Financial Analyst

1 week ago


Melbourne, Victoria, Australia Rest Full time
Senior Performance Reporting Analyst

In this role, you will be responsible for delivering high-quality performance and exposure reports to external stakeholders, including regulators and survey/ratings houses. You will also provide accurate and timely performance reports to internal member communications teams, in support of reporting to investment governance committees at Board, Investment Committee, People Culture and Remuneration Committee and senior management levels.

Key Responsibilities:
  • Deliver accurate and timely performance and exposure reports to external stakeholders, including regulators and survey/ratings houses.
  • Provide accurate and timely performance reports to internal member communications teams, in support of reporting to investment governance committees at Board, Investment Committee, People Culture and Remuneration Committee and senior management levels.
  • Proactive monitoring of regulatory developments related to Rest's published performance results and production of associated commentary and analysis (e.g., APRA Performance Tests).
  • Develop and maintain the Whole of Fund attribution model and provide training.
  • Identify sources of outperformance or underperformance and provide insights to key stakeholders.
  • Oversight of the daily performance reporting provided by Rest's custodian, including oversight of their service levels and deliverables.
  • Proactive expansion of Rest's investment reporting capability to fully support new and evolving stakeholder needs and governance processes.
  • Liaise with internal stakeholders, including the Rest Investment Team, in relation to performance reporting matters, responding to queries and helping to ensure that all Performance Reporting requirements are met.
  • Review and enhance existing performance reporting processes through automation, simplification, and control improvement to reduce risk of error and create efficiencies.
  • Assist in regulatory reporting, including APRA reporting, RG97, portfolio holding disclosure, and OTC derivatives, and ensure performance data points included are timely and accurate.
  • Analyse the impact of regulatory changes relating to performance reporting and adapt processes and controls to ensure compliance.
  • Contribute to the design and ongoing validation of external manager Performance fee models and calculations.
About Us

We are a leading superannuation fund with a culture that values diversity, equity, and inclusion. We believe in creating a flexible work environment where people feel welcome, safe to be themselves, and inspired to do their best.

We value the different backgrounds, lived experiences, and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations, and thinking styles.

This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples, and those with disrupted work history due to career or other breaks.

We offer a competitive salary package, including a base salary of AU$120,000 - AU$150,000 per annum, plus benefits such as hybrid working, purchase leave scheme, and gender-neutral 16 weeks paid parental leave.



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