Financial Industry Professional

6 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $150,000

The role of Investment Analyst involves working closely with investment teams to manage and prepare reports for various stakeholders.

Responsibilities include coordinating monthly, quarterly and yearly institutional reports, collaborating with operations to distribute RG97, unit distribution and performance metrics, and preparing responses to external requests.

Additionally, the analyst will use tools like Mercer, Morningstar and Attribution Models to provide performance analytics to advisers and internal teams.

Key Responsibilities:
  • Coordinate and manage the preparation of monthly, quarterly and yearly institutional reports.
  • Work with operations to prepare and distribute RG97, unit distribution and performance metrics.
  • Prepare and coordinate responses to requests from external parties.
  • Use tools like Mercer, Morningstar and Attribution Models to provide performance analytics.
Requirements:
  • Strong proficiency in MS Excel, MS Word and Adobe Acrobat.
  • Experience in financial services (2-4 years).
  • Tertiary qualifications.

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