Investment Reporting Specialist

3 weeks ago

Sydney, New South Wales, Australia Perpetual Full time
{"About the business/role": "

Perpetual Group is a leading asset management company with a global footprint, serving Australian and international institutions, not-for-profit organizations, private businesses, financial advisers, individuals, and families.

We aim to protect and grow our clients' wealth, making a difference in their lives. Our clients include Australian and international institutions, not-for-profit organizations, private businesses, financial advisers, individuals, and families.

", "About the role": "

The Reporting Analyst role is focused on producing thorough and accurate investment, product, and research information to internal and external stakeholders for the Perpetual Funds.

Key responsibilities include:

  • Preparation, collation, and delivery of regular reporting schedules for internal and external stakeholders
  • Analysing data to ensure it is accurate, consistent, and meets internal and market standards
  • Production of Perpetual Investments reporting requirements with a focus on efficiency, accuracy, and control
  • Assist Client Services, Research Relationship, and ISO teams with ad-hoc reporting tasks
  • Assist Senior team members to review, improve, and document reporting processes
", "About you": "

We are looking for a highly skilled and motivated individual with a degree in Commerce, Finance, Accounting, or a similar field.

Minimum 1 year of experience in Funds Management or Custody Industries is required.

Proficient in Microsoft Office is beneficial.

Strong communication and organisational skills are essential.

Attention to detail is crucial.

", "Behaviours": "

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact.

", "Employee benefits": "

We offer a range of benefits to support your personal and professional growth.

Work from anywhere in Australia for up to one month each year.

An annual allowance to empower you to prioritise your personal wellbeing.

Access to LinkedIn learning, study support, and commitment to supporting professional development.

Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun.

", "Diversity and inclusion": "

We are committed to creating an inclusive workplace where diversity is celebrated.

We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities' future.

We encourage applications from Aboriginal and Torres Strait Islander People.

", "We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances."}

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