Investment Reporting Specialist
2 weeks ago
A leading global asset manager is seeking an Investment Reporting Specialist to join their Client Account Services division in Sydney.
This is a newly created role and 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 enterprise risk.
The successful candidate will also provide clients with support and assistance on their queries.
Key Responsibilities:- End-to-end production and distribution of client reporting packages for specified business units, involving data sourcing, coordination with internal teams and distributing via the reporting platform.
- Ensuring production timeliness while meeting quality and compliance requirements.
- Liaising with internal stakeholders on client report requirements and enquiries, including negotiation, establishment and management of deadline feasibilities.
- Identifying process improvement opportunities to enhance client service, operational efficiency and output quality.
- Participating in firm-wide initiatives and system enhancements as a subject-matter-expert in client reporting.
- Associated degree and 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.
We are offering a competitive salary range of AU$70,000 - AU$100,000 per annum, depending on experience, plus additional benefits.
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