Reporting Analyst

2 weeks ago

Sydney, Australia Perpetual Limited Full time

About the business/role
- Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: asset management, wealth management and corporate trust. Through these businesses, we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Our clients include Australian and international institutions, not-for-profit organisations, private businesses, financial advisers, individuals and families.- We have a growing global footprint, underpinned by our recent acquisition of asset management business, Pendal Group, that spans Australia, Asia, Europe, the United Kingdom and United States.- The role of Reporting Analyst is focused on producing thorough and accurate investment, product and research information to internal and external stakeholders for the Perpetual Funds.- About the role- Preparation, collation and delivery of regular reporting schedule for internal and external stakeholders
- Analysing data to ensure it is accurate, consistent and meets internal and market standards
- Production of Perpetual Investments reporting requirements with a focus on efficiency, accuracy and control
- Assist Client Services, Research Relationship and ISO teams with ad-hoc reporting tasks
- Assist Senior team members to review, improve and document reporting processes
- About you-
- Degree in Commerce, Finance, Accounting or similar
- Minimum 1 year within Funds Management or Custody Industries.
- Proficient in Microsoft Office beneficial.
- Strong communication and organisational skills
- Attention to detailBehaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.- Employee benefits-
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Access to LinkedIn learning, study support and commitment to supporting professional development
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion-
- WGEA Employer of Choice for gender equality since 2018
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change

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