Portfolio Performance Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $105,000 - $155,000
Job Summary:

We are seeking a skilled Portfolio Performance Specialist to join our Investment Analytics & Risk team, responsible for delivering performance, attribution, and analytics services across asset management businesses.

Key Responsibilities:
  • Deliver daily, monthly and ad-hoc performance and attribution measurements to investment teams and for investment oversight
  • Reconcile attribution to portfolio performance
  • Resolve issues with security analytics and attribution results
  • Build dashboards and reporting formats to meet objectives
  • Collaborate with other departments to source information as required
  • Provide relevant insights on drivers of return with portfolios
About You:
  • You're a detail-oriented analyst with a passion for investment performance and drive to deliver insights that matter
  • Ideally you will bring an Undergraduate degree in Data Analytics, Actuarial, Engineering, Business, Commerce, Mathematics or related field
  • Post Graduate qualifications (Dip / Master / CFA / CIPM etc.) highly regarded
  • At least 1 years' experience within performance, analytics or related roles in funds management, superannuation or custody
  • Experience in Equity, Fixed Income or Multi-Asset Attribution
  • Understanding of commonly used Fixed Interest and/or Multi Asset instruments
  • Understanding of performance methodologies
  • Experience working closely and building relationships with investment teams
  • Sound organisational and time management skills, with proven ability to set and work to priorities and deadlines
Requirements:
  • Highly articulate in written and verbal communication
  • Systems - strong experience using Excel, Word and PowerPoint
  • Knowledge of PowerBI, VBA beneficial
  • Experience using FactSet highly regarded
A Career Opportunity:

This role offers the chance to work with a high-performing team, driving business growth through data-driven insights. If you have a passion for investment performance and want to make a meaningful impact, this could be the perfect opportunity for you.

What We Offer:
  • A dynamic and supportive work environment
  • Ongoing professional development opportunities
  • A competitive salary and benefits package
How to Apply:

If you're a motivated and experienced professional looking for a new challenge, please submit your application.

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