Performance Reporting Analyst

16 hours ago

Sydney, New South Wales, Australia Perigon Group Full time

Innovative Fund Manager - Strong Investment Performance Track Record
- Employer of Choice
- Our client is a true market leader, a boutique active Fund Manager supporting a client base of institutional and retail investors across all asset classes.
- They currently seek a high energy individual to join their specialist client reporting team.
- This varied and diverse opportunity will encompass:
- **Fund/Client Reporting** - Client/performance reporting for institutional clients on a monthly and quarterly basis.
- **Oversight** and management of 3rd party service providers (e.g. custodian/administrators)
- **Coordinating** and compilation of monthly and quarterly investment and portfolio commentaries.
- **Liaison** and maintaining accurate information in global asset consultant and research house databases.
- **Supporting** distribution and front office investment teams.
- **Participate** in projects and drive operational change.

Working in a small and dynamic team environment, you will be exposed to all facets of fund performance.
- You will be a reliable team player, a self-starter with a natural enthusiasm for developing a career in Funds Management.
- For this role, you will have relevant experience in the performance reporting space and have excellent communication skills to encourage positive relationships. With a technical mind and a good working attitude, you will able to work to deadlines confidently and manage busier periods with ease.**Skills & Qualifications**:

- Finance/Business degree qualified.
- Minimum of 2 years experience in client reporting/fund performance or fund operations.
- An understanding of Investment markets, various asset classes
- Strong Excel, Word and PowerPoint.

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