Investment Reporting Expert

1 week ago

Sydney, New South Wales, Australia beBeeInvestment Full time $120,000 - $150,000

Job Opportunity

We are seeking a skilled Investment Reporting Professional to join our team. As a key member, you will be responsible for delivering high-quality investment reporting and analysis across various asset classes.

The successful candidate will have a strong background in investment performance reporting, with experience in using Factset and Business Intelligence tools like Power BI and Excel. You will work closely with internal stakeholders and clients to deliver timely and accurate reports, identify and analyze performance reporting issues, and provide insights from performance and attribution analysis.

In this role, you will also support the development of client and Investment team reports, manage end-to-end reporting processes, and maintain relationships to understand reporting requirements.

Key Responsibilities:

  • Develop, maintain, and deliver high-quality investment reporting and attribution analysis across a broad range of asset classes.
  • Provide timely and accurate investment performance and attribution calculations, including analysis and communication of drivers of performance.
  • Monitor and report on investment options against objectives, peers, and benchmarks.
  • Identify and analyze performance reporting issues, exceptions, or errors in a timely manner.
  • Liaise with and coordinate with relevant vendors and data providers.
  • Support performance reporting queries and data requests from Portfolio Managers, Clients, and other internal stakeholders.

Requirements:

  • 5+ years' experience as an investment performance and/or client reporting analyst across a broad range of asset classes.
  • Highly proficient with Factset (performance and attribution reporting).
  • Track record of working independently and collaboratively with stakeholders in a high-performing investments team.
  • Proficiency with Business Intelligence tools (Power BI, Excel) is highly regarded.

What We're Looking For:

  • A highly skilled and experienced Investment Reporting Professional with a strong background in investment performance reporting.
  • An energetic, collaborative, and self-driven individual who is excited to be part of a high-performing investments team.

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