Investment Reporting Analyst

3 days ago

Sydney NSW, Australia Insignia Financial Full time $80,000 - $120,000 per year

Investment Reporting Analyst

Location:SYDNEY, NSW, AU, 2000

Employment Type: Permanent Full Time

  • Join a collaborative and a high performing team
  • Permanent Full-Time role
  • Location NSW with hybrid working arrangements

The opportunity to join our team

The Investment Reporting Analyst is responsible for building and overseeing the production of engaging monthly, quarterly, and other essential reports and communications for MLC Asset Management Funds. This opportunity is suited to a driven and detail-oriented individual who thrives on taking ownership of reporting processes and delivering exceptional results. You will help drive and manage a number of our reports and systems, ensuring accuracy and quality that exceed expectations.

Key Responsibilities:

  • Create, manage, and evolve high-quality reports and communications to keep our clients informed and engaged
  • Work with various investment team members to prepare commentaries, as well as source and check quantitative data including performance and asset allocation information
  • Maintain effective working relationships with various teams across the business and look for ways to evolve and improve reporting processes
  • Reviewing, editing and delivering commentary for inclusion in reports
  • Analyse data to provide actionable insights and enhance our client understanding of our funds and capabilities
  • Working with team members to deliver to client data and other requirements
  • Keeping abreast of competitor reporting to ensure our reporting is leading-edge
  • Work with reporting software to build and maintain client reports

What you will bring:

  • Minimum 2 years of experience in the funds management industry is preferred
  • Qualifications in finance, commerce, economics or relevant field
  • A keen interest in investments
  • Effective written communication skills with an ability to meet tight deadlines whilst delivering high quality output
  • Ability to interact and communicate with senior funds management professionals and extract key messages and investment insights
  • Analytical skills, particularly quantitative
  • Ability to build and leverage relationships with internal stakeholders

To Apply

Read more about why you should join our team

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

  • Investment Reporting Analyst

    3 days ago

    Sydney, New South Wales, Australia Insignia Financial Ltd Full time $60,000 - $120,000 per year

    Company description: Insignia Financial Limited is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesJob description: Join a collaborative and a high performing teamPermanent Full-Time roleLocation NSW with hybrid working...

  • Investment Analyst

    2 weeks ago

    Sydney, Australia Give A Grad A Go Full time

    Competitive starting salary of $70,000-$75,000 + Super with a bonus structure - Opportunity to own equity in the company - Fully paid medical insurance **Company Profile - Investment Management** Our client is a well-established high-quality investment management business based in Sydney, with headquarters in Auckland and offices across New Zealand. They...

  • Investment Analyst

    4 days ago

    Sydney, Australia Fidelity International Full time

    Investment Analyst **About the Opportunity** **Job Type**: Permanent Application Deadline: 15 November 2024 **Title: Investment Analyst** **Department: Global Investment Research** **Location: Sydney, Australia** **Reports To: Director of Research** **Level: 6** We're proud to have been helping our clients build better financial futures for over 50...

  • Investment Compliance Reporting

    1 week ago

    Sydney, Australia JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Your new role will allow you to showcase your investment compliance technical skills in servicing our Australia & New Zealand (ANZ) region. You will also bring with you your relevant experience in post-trade investment compliance monitoring services, sound knowledge of financial instruments including derivatives and good understanding of...

  • Investment Analyst

    7 days ago

    Sydney, Australia Insignia Financial Ltd Full time

    Investment Analyst **Location**:Sydney, NSW, AU, 2000 **Employment Type**:Permanent Full Time - Newly created role reporting to Senior Portfolio Manager - Put your fingerprints on the future to progress your career - Be part of a high performing MLC Asset Management team - Sydney Location **The opportunity to join our team** As an Investment Analyst,...

  • Investment Analyst

    4 days ago

    Sydney, New South Wales, Australia TOM People Full time

    Investment Analyst – Family Office | SydneyWe're seeking a sharp, commercially minded Investment Analyst to join a growing family office managing a diversified portfolio across listed equities, private investments, and property.Key Responsibilities:Conduct financial and market analysis to support investment decisions.Build and maintain valuation models and...

  • Investment Analyst

    6 days ago

    Sydney, Australia Lonsec Full time

    We are currently seeking an **Investment Analyst **to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis. The role of the Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers. The Investment Analyst will work across a range of asset classes including...

  • Investment Analyst

    2 days ago

    Sydney, New South Wales, Australia JS Careers Full time $80,000 - $120,000 per year

    JS Careers is partnering with a leading investment firm and is seeking an Investment Analyst to join its Real Estate Private Equity team.Our client invests across major real estate sectors and geographies, acquiring and managing high-quality assets, platforms, and portfolios. The role offers broad exposure to the full investment lifecycle in a lean,...

  • Investment Analyst

    4 days ago

    Sydney, Australia Profusion Group Full time

    ASX listed firm backed by a US investmentbank - CBD state of the art office - Competetive compensation Investment Analyst/Senior Investment Analyst - Private Debt and Real Estate Credit Company Overview: We are a leading investment firm specializing in private debt and real estate credit investments. With a solid track record and a strong commitment to...

  • Investment Compliance Analyst

    4 days ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- Contract or TemporaryThis is an exceptional new **6-month contract **as an **Investment Compliance Analyst** that has just become available with **a prominent global custody services client** in their **Sydney** office. Our client is a prominent global financial services firm, with a thriving Australian custody services business....