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Investment Reporting Specialist

2 months ago

Sydney, New South Wales, Australia Perpetual Full time

About the Business/Role

Perpetual Group is a leading financial services company, consisting of 11 prominent brands across three distinct businesses: asset management, wealth management, and corporate trust. Our mission is to protect and grow our clients' wealth, making a positive impact on their lives. We serve a diverse range of clients, including institutions, not-for-profit organizations, private businesses, financial advisers, individuals, and families.

We have a growing global presence, with a recent acquisition of an asset management business that spans Australia, Asia, Europe, the UK, and the US.

The role of Reporting Analyst is focused on producing high-quality investment, product, and research information for internal and external stakeholders within the Perpetual Funds.

About the Role

  • Preparation, collation, and delivery of regular reporting schedules for internal and external stakeholders.
  • Analyzing data to ensure accuracy, consistency, and compliance with internal and market standards.
  • Production of Perpetual Investments reporting requirements, emphasizing efficiency, accuracy, and control.
  • Assisting Client Services, Research Relationship, and ISO teams with ad-hoc reporting tasks.
  • Assisting Senior team members to review, improve, and document reporting processes.

About You

  • Degree in Commerce, Finance, Accounting, or a related field.
  • Minimum 1 year of experience in Funds Management or Custody Industries.
  • Proficiency in Microsoft Office is beneficial.
  • Strong communication and organizational skills.
  • Attention to detail.

Behaviours

Our unique culture is built on three organizational behaviours: Stretch, Own it, Make an impact.

Employee Benefits

  • Work from anywhere in Australia for up to one month each year.
  • An annual allowance to support your personal well-being.
  • Access to LinkedIn learning, study support, and a commitment to professional development.
  • Lend your expertise and support Indigenous organizations through a six-week secondment with Jawun.

Diversity and Inclusion

  • WGEA Employer of Choice for gender equality since 2018.
  • A strong commitment to all aspects of Diversity and Inclusion through a robust 7-pillar strategy.
  • A growing number of employee-led networks working to raise awareness and drive change.
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure their future.

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