Leads Investment Performance Analytics

4 days ago


Brisbane, Queensland, Australia beBeeInvestment Full time $145,607 - $153,869

Lead Investment Performance Analyst Role

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Join our mission to provide high-quality investment performance analytics for strategic decision-making. As a Lead Investment Performance Analyst, you will oversee the end-to-end investment performance and attribution reporting across all fund structures.

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About The Role:

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  • Lead a team of analysts in delivering accurate, timely, and insightful investment performance analytics.">
  • Manage the production of monthly, quarterly, and ad-hoc performance reports for internal and external stakeholders.">
  • Collaborate with investment teams to interpret performance trends and provide actionable insights.">
  • Liaise with custodians to ensure high-quality data accuracy and optimal outcomes for performance reporting and reconciliation.">
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Requirements:

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  • Extensive experience in funds management or custodian organisations with direct experience in performance analytics and investment data management.">
  • Strong knowledge of performance measurement, attribution, and risk-adjusted return metrics.">
  • Experience with performance systems (e.g., Pearl/Ortec, FactSet, Morningstar, Bloomberg PORT, Aladdin).">
  • Excellent communication and stakeholder engagement skills.">
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Benefits:

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  • A 14% super contribution to help secure your financial future.">
  • An inclusive culture where you can thrive and grow professionally.">
  • A dynamic work environment with opportunities for development and advancement.">
  • The chance to contribute to meaningful work that positively impacts the lives of millions.">
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About Us:

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We are a forward-thinking organization dedicated to empowering individuals to take control of their finances. Our values center around teamwork, innovation, and customer satisfaction. Join us on this exciting journey as we strive to create a better future for everyone.



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