Investment Reporting Analyst

1 month ago


Brisbane, Queensland, Australia Australian Retirement Trust Full time
About the Role

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.
About You

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.
About Us

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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