Reporting Analyst, Wealth Management

3 weeks ago

Sydney, New South Wales, Australia Perpetual Full time
About the Role

An exciting opportunity to join the Wealth Management business at Perpetual, a leading ASX-listed company. As a Reporting Analyst, you will be part of the Investments Team and responsible for the governance, reporting, and analytics on the performance of Perpetual Private's various investment portfolios.

Key Responsibilities
  • Support and perform daily portfolio management functions on cash flows and rebalancing processes.
  • Coordinate board papers and agenda items for investment committees and statutory boards.
  • Produce accurate and timely research communications, key client collateral, and sales material.
  • Generate regular reporting: performance vs benchmarks, attribution, and cash flow reporting.
  • Provide performance and analytic data for collateral and to support asset class and manager research.
Requirements
  • 3+ years of experience in the financial planning/advisory industry in relevant client and advice-related roles.
  • Advanced Excel and financial modelling skills.
  • Data systems experience, such as FactSet, Morningstar Direct, Bloomberg, or other.
  • Problem-solving and analytical skills.
  • Understanding of financial markets, economics, and macroeconomic concepts.
What We Offer
  • Work from anywhere in Australia for up to one month each year.
  • An annual allowance to prioritize personal wellbeing.
  • Access to LinkedIn learning, study support, and commitment to supporting professional development.
  • Partnership with Jawun for over 10 years, supporting regional Indigenous organisations.
Our Culture

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact. We drive our approach of day-to-day interactions with colleagues and clients, decision-making, and problem-solving.

Diversity and Inclusion
  • WGEA Employer of Choice for gender equality since 2018.
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7-pillar strategy.
  • A growing number of employee-led networks working to raise awareness and drive continued change.
  • Support for over 50 First Nations Communities, helping to secure their future.

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