Reporting Analyst

22 hours 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 days 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

    3 weeks ago

    Sydney, New South Wales, Australia Commonwealth Superannuation Corporation Full time

    Join to apply for the Reporting Analyst role at Commonwealth Superannuation CorporationJob Type: Fixed TermLocation: SydneyJob Category: Banking and Financial Services, Insurance & Superannuation, OtherOverviewWe're seeking a proactive and collaborative Reporting Analyst to deliver data analytics and insights that drive strategies for improved outcomes for...

  • Reporting Analyst

    3 weeks ago

    Sydney, New South Wales, Australia Commonwealth Superannuation Corporation Full time

    Join to apply for the Reporting Analyst role at Commonwealth Superannuation Corporation Job Type: Fixed Term Location: Sydney Job Category: Banking and Financial Services, Insurance & Superannuation, Other Overview We're seeking a proactive and collaborative Reporting Analyst to deliver data analytics and insights that drive strategies for...

  • Reporting Analyst

    1 week 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, New South Wales, Australia Commonwealth Superannuation Corporation (Csc) Full time

    Posted: 05/09/2025Closing Date: 19/09/2025**Job Type**: Fixed TermLocation: SydneyJob Category: Banking and Financial Services,Insurance & Superannuation,Other- **Job title**:Reporting Analyst- **Position Type**: Fixed term- **Location**:**Open to all locations across Australia with an established home office**About the role**We're seeking a proactive and...

  • Reporting Analyst

    1 week ago

    Sydney, New South Wales, Australia CSC Commonwealth Superannuation Corporation Full time

    Job title: Reporting Analyst Position Type: Fixed term Location: Open to all locations across Australia with an established home office About the 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 customers. This role will...

  • Reporting Analyst

    1 week ago

    Sydney, New South Wales, Australia Csc Commonwealth Superannuation Corporation Full time

    Job title: Reporting AnalystPosition Type: Fixed termLocation: Open to all locations across Australia with an established home officeAbout the roleWe'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 customers.This role will play an important part...

  • Sales Reporting Analyst

    2 weeks ago

    Sydney, Australia Robert Half Full time

    Amazing opportunity for a Sales Reporting Analyst to join a growing, family business **The company**: A leading, global company who have been rapidly growing in the last 10 years. They are looking for a Sales Reporting Analyst to come on board on a permanent contract to help and grow the business even further. *** **The role**: - Preparing sales reports,...

  • Reporting Analyst

    1 week 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,...

  • Sales Reporting Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Robert Half Full time

    Amazing opportunity for a Sales Reporting Analyst to join a growing, family business**The company**:A leading, global company who have been rapidly growing in the last 10 years. They are looking for a Sales Reporting Analyst to come on board on a permanent contract to help and grow the business even further.*****The role**:- Preparing sales reports,...