Investment Reporting Associate

1 week ago

Sydney, Australia Insignia Financial Ltd Full time

Investment Reporting Associate

**Location**:Sydney, NSW, AU, 2000**Employment Type**:Permanent Full Time- Make a difference, make it meaningful
- Be part of our Investment Reporting and Communications team and grow your career
- Fresh start in the New year
- At MLC Asset Management**,** we believe in making your mark and creating a legacy that lasts. Here, you’re not just part of a team, you’re part of a mission to shape the future of investment reporting. We’re stronger together, and you will be raising the voice of our investment team, setting the standard for excellence.- If you’re ready to deliver exceptional results, inspire confidence, and grow your career in a supportive, forward-thinking environment, we want to hear from you.**What You'll Do**
- As an Investment Reporting Associate, you'll be at the heart of our investment team, managing the production of high-quality reports that inform, engage, and inspire. Your key responsibilities will include:
- Crafting and delivering monthly, quarterly, and bespoke investment reports that showcase our expertise
- Collaborating with senior investment professionals to prepare insightful commentaries and analyse performance data
- Responding to ad-hoc investment queries, delivering precise answers that enhance client confidence
- Continuously improving reporting processes to stay ahead of industry trends and competitors
- Analysing data to provide actionable insights, ensuring our stakeholders have a clear understanding of our funds and capabilities

**Why This Role Is for You**
- This isn’t just a reporting role, it’s your gateway to broader exposure in the world of investments. You’ll work closely with senior professionals, gaining unique insights into portfolio management, investment operations, and the strategic initiatives that drive success. Your contributions will directly impact our clients' understanding of our products, and you'll have the chance to put your fingerprint on the future of our reporting.**What you will bring**
- We’re looking for a driven, detail-oriented professional with:
- A degree in finance, commerce, economics, or a related field
- Proven experience in the funds management industry (preferred)
- Exceptional written communication, strong analytical abilities, and proficiency in tools like Excel
- A natural ability to build relationships and collaborate with senior stakeholders
- Passion for investment markets and a desire to grow into specialist roles within the industry

**To Apply**- Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._

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