Senior Financial Reporting Expert

3 days ago

Sydney, New South Wales, Australia beBeeAnalytics Full time $100,000 - $120,000
Job Overview

The Investment Specialist will work across retail and institutional reporting, supporting the broader distribution team. Internally, they will collaborate with investment teams, operations, legal, risk, and compliance.

Externally, they will engage with advisers, research managers, private clients, platform providers, and dealer groups.

Key Responsibilities:

  • Coordinate and manage monthly, quarterly, and yearly institutional reporting
  • Work with operations to prepare and distribute RG97, unit distribution, and performance metrics to platforms, clients, and industry databases
  • Prepare and coordinate responses to requests from external parties, including Research Houses, Platforms, and Databases
  • Use tools such as Mercer, Morningstar, and Attribution Models to provide performance analytics to advisers and internal teams
  • Prepare monthly performance reports for the sales and investment teams
  • Document new procedures and revise current procedures

Requirements:

  • Strong PC proficiency, especially in MS Excel, MS Word, and Adobe Acrobat
  • Experience in financial services (2-4 years experience)
  • Tertiary qualifications

About the Role:

This is an exciting opportunity to join a global team of creative thinkers, problem solvers, and game changers. We offer accelerated career progression, a dynamic culture, and expert training.

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