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Financial Reporting Specialist

2 weeks ago

Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

Job Description:

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We are seeking a highly skilled Investment Specialist to join our team in Sydney. As a key member of our distribution team, you will be responsible for managing the preparation of monthly, quarterly, and yearly institutional reporting.

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You will work closely with operations to prepare and distribute RG97, unit distribution, and performance metrics to platforms, clients, and industry databases. Your role will also involve preparing and coordinating responses to requests from external parties, including research houses, platforms, and databases.

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Key Responsibilities:

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  • Manage the preparation of monthly, quarterly, and yearly institutional reporting.">
  • Collaborate with operations to prepare and distribute RG97, unit distribution, and performance metrics.">
  • Respond to requests from external parties, including research houses, platforms, and databases.">
  • Analyze data using tools such as Mercer, Morningstar, and Attribution Models.">
  • Prepare performance reports for the sales and investment teams.">
  • Develop and maintain documentation of new procedures and revised current procedures.">
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Skills and Qualifications:

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  • Proven experience in financial services (2-4 years).">
  • Strong analytical skills and attention to detail.">
  • Tertiary qualifications.">
  • Ability to work independently and as part of a team.">
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Benefits:

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We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive salary package.

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Contract Type: FULL_TIME

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Focus: Investment Management

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Workplace Type: On-site

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Experience Level: Entry Level

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Specialism: Banking & Financial Services

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Industry: Financial Services

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Salary: Negotiable