Reporting Analyst

7 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.

  • Reporting Analyst

    3 weeks ago

    Sydney, New South Wales, Australia Career Success Australia Full time

    If you're a Data Analyst student or graduate, you might be interested in applying for this Reporting Analyst Internship opportunity. You will work with a large range of data and liaise with Senior Reporting Analysts to extract, clean and analyse different data sets for sales, demographic and pricing data. Start your career today through this exciting...

  • Reporting Analyst

    1 week ago

    Sydney, Australia Give A Grad A Go Full time

    Competitive starting salary of $75,000 - $80,000 + additional super - Company car + Fuel card provided - An additional 2% super **Company profile - Global Automotive Brand** In this Reporting Analyst role, you’ll be joining a well-established multinational automotive corporation. They are a premium global brand selling cars in over 100 countries and are...

  • Reporting Analyst

    6 days ago

    Sydney, Australia Cuscal Full time

    Flexible working environment - Permanent Opportunity - Utilise Jira, PowerBI & PowerQuery **Cuscal - where curiosity and expertise are rewarded.** Want a career with impact? When you join Cuscal, you become part of something bigger. Help shape Cuscal’s portfolio performance reporting and analytics to help us drive business decision-making. **We are...

  • Reporting Analyst

    2 days ago

    Sydney, New South Wales, Australia beBeeInsights Full time $94,000 - $124,999

    Key Performance Insights AnalystWe are seeking a skilled Key Performance Insights Analyst to join our team. In this role, you will be responsible for developing and maintaining key performance indicators (KPIs) to support business decision-making.The ideal candidate will have strong analytical skills, with experience in data analysis, reporting, and...

  • Reporting Analyst

    2 weeks ago

    Sydney, Australia HAYS Full time

    Are you a reporting analyst looking for your next 12-month contract opportunity? **Your new role** Our leading Financial Services client is looking for a self-starter, data-driven, Reporting Analyst to join their Data Management Information team. You will have strong data proficiency, with data analysis and visualisation experience to support...

  • Reporting Analyst

    2 weeks ago

    Sydney, Australia Talent Web Full time

    Sydney CBD based - Hybrid work environment - Start work straight away **Leading Australia fund requires a permanent Reporting Analyst for their Sydney CBD office.** The Reporting Analyst is responsible for internal and external reporting, undertaking analysis, and supporting strategic improvements as part of regulatory, contractual and management reporting...

  • Reporting Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Fitness Passport Full time

    Join to apply for the Reporting Analyst role at Fitness PassportJoin to apply for the Reporting Analyst role at Fitness PassportGet AI-powered advice on this job and more exclusive features.At Fitness Passport, we are driven by a clear purpose — to make fitness more accessible, so more people can lead active and healthier lives. Established in 2006, we're...

  • Reporting Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Fitness Passport Full time

    Join to apply for the Reporting Analyst role at Fitness PassportJoin to apply for the Reporting Analyst role at Fitness PassportGet AI-powered advice on this job and more exclusive features.At Fitness Passport, we are driven by a clear purpose — to make fitness more accessible, so more people can lead active and healthier lives. Established in 2006, we're...

  • Reporting Analyst

    6 days ago

    Sydney, Australia Commonwealth Superannuation Corporation (CSC) Full time

    Posted: 06/06/2025 Closing Date: 23/06/2025 **Job Type**: Fixed Term Location: Sydney Job Category: Banking and Financial Services,Insurance & Superannuation **Your new role** We’re seeking a proactive and collaborative **Reporting Analyst** to deliver data analytics and insights that drives strategies for improved outcomes for the CSC and our...

  • Reporting Analyst

    2 weeks ago

    Sydney, Australia Sirius People Full time

    Tableau Reporting Analyst - Up to $1100 per day! Sirius Technology is working with a leading technology partner to make a difference to their team for a minimum 6 month contract. Working closely with a Director within the organisation, your work will be making a difference to a broader community. You will be required to be proficient in using both Tableau,...