Financial Data Expert

1 week ago

Sydney, New South Wales, Australia beBeeAnalytics Full time $90,000 - $125,000

Reporting Analyst Position

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We are seeking a highly skilled Reporting Analyst to join our team. This role offers an exciting opportunity to work in a high-performing investments environment, focusing on governance, reporting, and analytics for various investment portfolios.

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  • Support daily portfolio management functions, including cash flows and rebalancing processes.
  • Coordinate board papers and agenda items for investment committees and statutory boards.
  • Produce accurate and timely research communications, key client collateral, and sales material.
  • Generate regular reporting, including performance vs benchmarks, attribution, and cash flow reporting.
  • Provide performance and analytic data for collateral and to support asset class and manager research.
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Your Background

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  • At least 3 years of experience in financial planning/advisory industry, with relevant client and advice-related roles.
  • Advanced Excel and financial modeling skills.
  • Familiarity with data systems such as FactSet, Morningstar Direct, Bloomberg, or other.
  • Strong problem-solving and analytical skills.
  • Understanding of financial markets, economics, and macroeconomic concepts.
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About Our Company Culture

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We pride ourselves on our unique culture, driven by three organisational behaviours: Stretch, Own it, Make an impact. These values guide our approach to day-to-day interactions, decision-making, and problem-solving.

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Benefits

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  • Flexible working environment with options to work from anywhere in Australia.
  • An annual allowance for personal wellbeing.
  • Access to LinkedIn learning, study support, and commitment to professional development.
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Why Work with Us

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