Investment Reporting Analyst
1 month ago
We're seeking a highly skilled Investment Reporting Specialist to join our team at Australian Retirement Trust. As a key member of our investment team, you will be responsible for providing high-quality investment reporting to internal and external stakeholders.
Key Responsibilities- Produce detailed performance, attribution, and risk reporting for investment managers, asset classes, and options.
- Investigate and resolve discrepancies with custodians and internal/external parties.
- Develop and maintain investment survey information for approved survey houses.
- Collaborate with internal teams to ensure timely and accurate Quarterly Investment Reports.
- Provide backup support for day-to-day investment administration duties.
- Enhance our risk and performance analytics reporting capabilities.
We're looking for a talented individual with a strong background in finance, mathematics, or a related field. You should have excellent analytical and communication skills, with the ability to work independently and present complex results to stakeholders.
Key qualifications include:
- Relevant university degree (e.g., Mathematics, Finance, or equivalent).
- Strong experience in the funds management sector, with direct experience in most functions covered by the role.
- Excellent analytical and interpretive skills, with the ability to work independently and present results.
- Knowledge of performance methods and risk measures.
- Proficiency in Excel, SQL, and Python, with experience in VBA and/or Matlab a plus.
Australian Retirement Trust is a leading provider of retirement savings solutions, with over 2.3 million members and $300 billion in assets under management. We're committed to creating a culture of inclusivity, respect, and collaboration, where our employees can thrive and make a meaningful contribution to our mission.
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