Investment Portfolio Analyst

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $130,000
Performance Analyst Opportunity

Seeking a skilled Performance Analyst to join the Investment Performance Analysis & Attribution team in Melbourne.

Key Responsibilities:
  1. Develop and guide other analysts in measuring, analyzing, and interpreting fund performance.
  2. Deliver accurate performance analysis, reports, and technical requests.
  3. Research and resolve complex performance issues.
  4. Lead solutions for performance modeling and process improvements.
  5. Provide insightful analysis and commentary to support Product Management and Distribution.
  6. Collaborate with Risk Management and Fund Financial Services.
  7. Offer investment expertise in projects, presentations, and meetings.
  8. Review and update calculation methodologies.
Qualifications:
  • Experience in financial services or a related field.
  • Undergraduate degree in Accounting, Finance, or a related field preferred.
  • Desirable: CIPM or CFA qualifications.

As a Performance Analyst, you will contribute to delivering high-quality investment products and services. You will have the opportunity to work with experienced professionals, develop your skills, and grow your career.

Our diverse culture values collaboration, innovation, and integrity. We strive to build teams that reflect our clients' needs and empower our crew members to contribute their unique strengths.

Essential Skills:
  • Financial analysis and reporting
  • Performance measurement and attribution
  • Complex problem-solving and research
  • Leadership and mentoring
  • Effective communication and collaboration

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