Investment Data Analyst

7 days ago


Melbourne, Victoria, Australia Rest Full time
Join Our Team

We are committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best. If you share our values and believe you can make a difference for our members, we invite you to apply for this exciting opportunity.

Job Overview

The Senior Performance Reporting Analyst will be responsible for delivering accurate and timely performance and exposure reports to internal and external stakeholders. They will oversee and enhance the Whole of Fund attribution model, liaising with internal stakeholders to ensure all Performance Reporting requirements are met.

Key Responsibilities
  • Deliver accurate and timely performance and exposure reports.
  • Oversee and enhance the Whole of Fund attribution model.
  • Liaise with internal stakeholders to ensure all Performance Reporting requirements are met.
  • Review and enhance existing performance reporting processes.

Requirements
  • Relevant tertiary or technical qualifications in Commerce, Mathematics, Information Management, Finance or related field.
  • Fluency in FactSet and Whole of Fund attribution model based on notional exposure of derivatives.
  • CIPM, CAIA and CFA are highly desirable.

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