Senior Investment Analyst
6 days ago
We are seeking an experienced Investment Performance and Client Reporting Analyst to join our Investments team. As a key member of the team, you will be responsible for developing, maintaining and delivering high-quality performance reporting and attribution analysis across a broad range of asset classes.
You will work closely with the Investments team and other stakeholders to provide timely and accurate investment performance and attribution calculations, monitoring and reporting on the investment options against stated objectives, peers and benchmarks.
This is an exciting opportunity for a motivated and detail-oriented individual to make a meaningful contribution to our organisation and advance their career in investments.
About UsWe are a leading Australian super fund and ethical investment manager with a strong track record of growth and innovation. We pride ourselves on our commitment to investing for a better world and our dedication to creating a positive impact for people, planet, and animals.
Key Responsibilities:- Develop, maintain and deliver high-quality performance reporting and attribution analysis across a broad range of asset classes.
- Work closely with the Investments team and other stakeholders to provide timely and accurate investment performance and attribution calculations.
- Monitor and report on the investment options against stated objectives, peers and benchmarks.
To be successful in this role, you will require:
- 5+ years experience as an investment performance and/or client reporting analyst in across a broad range of asset classes.
- Highly proficient with Factset (performance and attribution reporting) is essential.
- Track record of working independently and collaboratively with a wide range of stakeholders as part of a high performing investments team.
- Proficiency in the use of Business Intelligence tools (i.e. Microsoft Power BI, Excel) will be highly regarded.
We offer a competitive salary, flexible work arrangements, wellbeing program, purpose-aligned volunteer days, 20 days paid annual leave, and additional benefits.
Join Our TeamIf you are a motivated and detail-oriented individual who is passionate about making a difference, we encourage you to apply for this exciting opportunity.
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