Investment Performance And Client Reporting Senior Analyst

About UsAustralian Ethical is one of Australia's fastest-growing super fund and ethical investment managers.
We are ASX-listed with almost $14 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.Our purpose is to invest for a better world, and we have been pioneers in this space for almost 40 years.
For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals.
At Australian Ethical, we prove that money can be a force for good.
We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen.
We're a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.Your New RoleIn this new role, you'll be responsible for developing, maintaining and delivering performance reporting and attribution analysis across a broad range of asset classes as well as the generation and distribution of high quality reports to relevant clients and stakeholders.Key Responsibilities IncludePerformance Reporting and AttributionYou will be a super user of the Factset performance and risk attribution system and support the broader Investments team and key internal stakeholders with queries and information/reporting requestsProvide timely and accurate investment performance and attribution calculations across a broad range of asset classes, including the analysis, reporting and effective communication of the drivers of this performanceMonitor and report on the investment options against stated objectives, peers and benchmarksIdentify and analyse investment performance reporting issues, exceptions or errors in an effective and timely mannerGenerate meaningful insights from performance and attribution analysis, market data and industry information, distilling these insights for communication to relevant stakeholdersLiaise with and coordinate with relevant vendors and data providersSupport performance reporting queries and data requests primarily from Portfolio Managers, Clients and other internal stakeholdersClient and Investments ReportingYou will be a super user of Business Intelligence reporting tools (i.e. Microsoft Power BI, Excel power user) and support the broader Investments team in their useCreation, preparation and delivery of client and Investment team reportsAccurate and timely production of high-quality Investment and client reports delivered on timeManage the end-to-end process for client and Investments-related reporting, establishing a deep understanding the requirements and procuring all necessary information to produce meaningful reportsDevelop and maintain strong internal and external relationships to adequately understand reporting requirementsWhat we're looking forYou're an investment performance reporting SME used to working inside an investment management business, supporting investment decision making through the delivery of high quality investment performance and client reports.
If you're energetic, collaborative and self-driven looking to be part of a high performing investments team, and have the following - we'd love to hear from you:5+ years experience as an investment performance and/or client reporting analyst in across a broad range of asset classes5+ years experience producing and disseminating high quality performance and attribution, and client reportsHighly proficient with Factset (performance and attribution reporting) is essentialTrack record of working independently and collaboratively with a wide range of stakeholdersas part of a high performing investments teamProficiency in the use of Business Intelligence tools (i.e. Microsoft Power BI, Excel) will be highly regardedRelevant QualificationsCFA Designation (desirable)What's in it for youA competitive salary, including short-term and long-term incentives including access to an Employee Share PlanFlexible work arrangementsWellbeing program that includes an extra 5 days of leave above statutory requirementPurpose aligned volunteer days20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas periodWant to know more about what it's like to work at Australian Ethical?
Check out our LinkedIn Life Page here: this content has been removed for formatting.
or our Careers and Culture page here: this content has been removed for formatting.At Australian Ethical we embrace diversity in our people and thinking.
We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.Join the TeamIf this role interests you and you'd love to join the Australian Ethical team, apply here.
We look forward to hearing from you
Please noteOnly short-listed candidates will be contacted.
Applications or approaches via recruitment agencies will not be accepted for this position.
Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation
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