Investment Insights Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeePerformance Full time $90,000 - $120,000

About Us

As a social enterprise, our purpose is to positively impact wellbeing.

We deliver health, wealth and care services sustainably that matter most to our members, customers and the community.

Real wellbeing encompasses the whole experience of life. It's about feeling supported in your health, connected with your community and empowered to live life on your terms.

 

Our New Role Looks Like This


In this role, you will play a key part in delivering insights that drive investment decisions. You will support the Senior Analyst by providing performance analysis, attribution, and reporting across a diverse range of asset classes.


Key Responsibilities Include:


- Calculate internal rate of return (IRR) and time-weighted returns, ensuring accurate benchmarking for listed and unlisted assets.


- Investigate investment decisions and their impact on performance through detailed attribution and risk assessments.


- Respond to queries from portfolio managers, marketing teams, and research houses, providing meaningful insights.


- Contribute to the ongoing enhancement of performance analytics processes and procedures.


- Ensure data accuracy, model integrity, and robust reporting.


- Maintain and load relevant performance and asset information into reporting systems for seamless analysis.


- Liaise with internal and external stakeholders to deliver timely and accurate performance reports.


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