Reporting Analyst

5 days ago

Sydney, Australia Perpetual Limited Full time

Based in Sydney CBD - Hybrid working arrangement.
- Opportunity to grow your career within a collaborative and supportive team.
- A range of exciting benefits, incl. two weeks of additional paid leave

**Job Description**:
The Reporting Analyst sits within the Perpetual Private Investment Research Team and will be responsible for the governance, reporting and analytics on the performance of Perpetual Private’s investment portfolios. The analyst supports the Investment Research and Direct Equities teams with research, performance reporting, systems support, adviser/client collateral and day to day portfolio management activities.

Sounds interesting? Here are some specifics about the opportunity:

- Support and perform daily portfolio management functions on cash flows and rebalancing
- Production of regular reporting: performance vs benchmarks, attribution, cash flow, and bespoke client reporting
- Maintain financial and performance models to support accurate and timely research communications, key client collateral and sales material
- Support the coordination of board papers and agenda items for investment committees

To be considered for this opportunity, your qualifications, skills and experience could include:

- 2-5 years' experience in financial planning/advisory industry in relevant client and advice related roles
- Advanced Excel and financial modelling skills
- Data systems such as FactSet, Morningstar Direct, Bloomberg or other
- Strong problem solving and analytical skills
- Ability to communicate and engage diverse audiences

Our opportunity We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

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