Performance and Reporting Analyst

4 days ago

Melbourne, Victoria, Australia Australian Unity Full time $90,000 - $120,000 per year

Company description:

Australian Unity Group Services Pty Ltd

Job description:

About us

Established in 1840, we are Australia's first wellbeing company, delivering health, wealth and care services for our members and the community.

As a social enterprise, we're motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.

For us, Real Wellbeing encompasses the whole experience of life. It's about feeling supported in your health, connected with your community and empowered to live life on your terms.

Your New Role Looks Like This:

Join our Wealth and Capital Markets team as a Performance & Reporting Analyst, where you'll play a key role in delivering insights that drive investment decisions.

In this role, you'll support the Senior Performance Analyst by providing performance analysis, attribution, and reporting across a diverse range of asset classes. You'll have the opportunity to work with internal investment teams and joint venture partners, ensuring accurate performance measurement and value-add reporting that supports strategic decision-making.

Key Responsibilities Include:

  • Performance Analysis & Reporting: Calculate internal rate of return (IRR) and time-weighted returns, ensuring accurate benchmarking for listed and unlisted assets.
  • Attribution & Risk Analysis: Investigate investment decisions and their impact on performance through detailed attribution and risk assessments.
  • Stakeholder Engagement: Respond to queries from portfolio managers, marketing teams, and research houses, providing meaningful insights.
  • Process Improvement: Contribute to the ongoing enhancement of performance analytics processes and procedures.
  • Quality Assurance: Work alongside the Senior Performance Analyst to ensure data accuracy, model integrity, and robust reporting.
  • Data Management: Maintain and load relevant performance and asset information into reporting systems for seamless analysis.
  • Collaboration: Liaise with internal and external stakeholders to deliver timely and accurate performance reports.

Please note that this is a 12 month fixed term contract opportunity.

About You:

  • Minimum of 3 years' experience
  • Undergraduate degree in Commerce or related field
  • Proficient knowledge of performance reporting standards
  • Strong Factset experience (preferred)
  • Strong excel skills (mandatory)
  • Exceptional interpersonal and communication skills, both written and verbal.

What's on Offer:

You will enjoy a range of great employee benefits and rewards including:

  • Competitive salary
  • Employee Referral Program
  • Employee Assistance Program - support and assistance for you and your partner at those times in life when you need it most
  • Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
  • Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more
  • Available access to LinkedIn Learning courses through our great Learning platform

For further benefits visit:

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.

  • Senior Analyst, Corporate Reporting and Performance Analysis

    44 minutes ago

    Melbourne City Centre, Victoria, Australia Department of Justice and Community Safety Full time $113,022 - $136,747 per year

    Utilise your analytical expertise to lead and enhance reporting processes for the Department of Justice and Community Safety.Ongoing full-time opportunity to work with a high-performing and passionate team in the Victorian Public Service.VPS Grade 5: $113,022 - $136,747 per annum plus superannuation.The Department of Justice and Community Safety (the...

  • Reporting Analyst

    2 days ago

    Melbourne, Victoria, Australia Department of Transport and Planning Full time $60,000 - $90,000 per year

    Title: Reporting AnalystRequisition ID: 8286Work Type: Ongoing Full TimeFixed Term Period: Not ApplicableLocation: Melbourne - CBDDate Posted: 4 Sept 2025About UsWe create thriving places and connected communities. We bring together transport, planning, land use, precinct and policy functions in a single department to deliver the best outcomes for...

  • Financial Reporting Analyst

    2 days ago

    Melbourne, Victoria, Australia Department of Jobs, Skills, Industry and Regions Full time $97,955 - $111,142 per year

    Financial Reporting AnalystSalary: $97,955 - $111,142 (Plus superannuation)Ongoing positionUsual hours of work: Full time (flexibility may be available)Usual work location: 121 Exhibition Street, Melbourne VIC 3000 (flexibility may be available)The RoleAs a Financial Reporting Analyst, you will play a pivotal role in ensuring financial transparency,...

  • Reporting & Insights Analyst

    2 days ago

    Melbourne, Victoria, Australia GRANITE CONSULTING Full time $90,000 - $120,000 per year

    Are you passionate about turning data into impactful insights that drive real business decisions? We're looking for a skilled Reporting & Insights Analyst to join our Melbourne-based team on an initial 12-month fixed-term contract. In this role, you'll dive deep into data sets, identify trends, uncover root causes, and deliver strategic insights that...

  • Reporting Analyst

    2 days ago

    Melbourne, Victoria, Australia La Trobe Financial Full time $90,000 - $120,000 per year

    About La Trobe FinancialAs Australia's premier Alternative Asset Manager since 1952, our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion assets under management and trusted by over 100,000 customers globally.At La Trobe Financial, we don't just offer financial solutions, we build...

  • Sales Performance Analyst

    4 days ago

    Melbourne, Victoria, Australia Rauland Australia and New Zealand Full time $80,000 - $120,000 per year

    Play a pivotal role in enabling sales success across Australia & New Zealand.Champion systems, processes, and insights that drive commercial growth.Join a values-driven business at the intersection of healthcare and technology.The Opportunity:As ourSales Performance Analyst, you'll play a pivotal role in supporting the success of our sales teams across...

  • Senior Analyst- Performance Attribution

    4 days ago

    Melbourne, Victoria, Australia Invartis Consulting Full time $120,000 - $180,000 per year

    Job Titile - Senior AnalystJob Location - Melbourne, AustraliaPRINCIPAL RESPONSIBILITIES:As part of the Technology group, we are seeking to hire well experienced Techno functional Investment Performance Operations Analyst.Key responsibilities of this role would include: ·Responsible for production/review of accurate Customized Investment Risk & Attribution...

  • Senior FP&A and Reporting Analyst

    4 days ago

    Melbourne, Victoria, Australia Michael Page Full time $120,000 - $180,000 per year

    Join a leading organisation in the manufacturing sector as a Senior FP&A and Reporting Analyst. This role offers the opportunity to make a significant impact by driving financial planning and analysis processes that support strategic decision-making. The role will also involve supporting the group statutory reporting function in addition to the core FP&A...

  • Senior Associate, Reporting Analyst

    4 days ago

    Melbourne, Victoria, Australia Randstad - Accounting & Finance Full time $120,000 - $140,000 per year

    Our ClientRandstad are delighted to be partnering with one of Australia's premier banking institutions. Our client, a prestigious member of the Big 4 banks, is in search of an exceptionally skilled and driven finance professional to expand their Finance, Change & Enablement division. An opportunity has emerged for a skilled Senior Associate, Reporting...

  • Assurance Reporting Analyst

    2 days ago

    Melbourne, Victoria, Australia VicRoads Full time $90,000 - $120,000 per year

    At VicRoads the work you do has real impact. Our work connects people and communities. We keep Victorians moving safely and smoothly today and help them be ready for tomorrow.VicRoads empowers our people to learn and grow- focusing on impact and innovation. We reflect the diversity of Victoria and foster clever thinking to keep you and the community...