Performance And Reporting Analyst

3 days ago


Melbourne, Victoria, Australia Australian Unity Full time

**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 and Reporting Analyst, where you will 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 6 month fixed term contract opportunity.

**About You**:

- Minimum of 3 years experience, with middle office experience highly preferable
- Undergraduate degree in Commerce or related field
- Proficient knowledge of performance standards
- Strong Factset experience (preferred)
- Bloomberg experience (preferred)
- IRESS 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
- Enjoy additional yearly Well-Being and Community leave days
- 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



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

    Company description: Australian Unity Group Services Pty LtdJob description: About usEstablished 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...


  • Melbourne, Victoria, Australia Nab - National Australia Bank Full time

    **Work type**: Permanent Full time**Location**: NSW- Sydney CBD, VIC- Melbourne CBD- **Exciting opportunity to develop your analysis skills**:- **Integral role in the overall performance of NAB's Customer Contact Centres**:- **Permanent full time opportunity****About the role**Reporting to the senior analyst of performance management, this team plays an...


  • Melbourne, Victoria, Australia CitiPower and Powercor Australia Full time

    Select how often (in days) to receive an alert:About CitiPower, Powercor and United Energy: At CitiPower, Powercor and United Energy, we're proud to deliver electricity to 2 million Victorian customers every day through our network of poles and wires. But more than that, we're here to power communities, support local businesses and keep critical services...


  • Melbourne, Victoria, Australia Department Of Jobs, Skills, Industry And Regions Full time

    **Data and Reporting Analyst**- _Salary: $109,730 to $132,764 (Plus Superannuation)_- _Ongoing role_- _Usual hours of work: Full time (flexibility may be available)_- _Usual work location: 121 Exhibition Street, Melbourne (flexibility may be available)_**The Role**Working within the Customer Contact Centre, the Data and Reporting Analyst is passionate about...


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

    About This RoleUtilise 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...


  • Melbourne, Victoria, Australia Department of Jobs, Skills, Industry and Regions VIC Full time $109,730 - $132,764 per year

    Data and Reporting AnalystSalary: $109,730 to $132,764 (Plus Superannuation) Ongoing role Usual hours of work: Full time (flexibility may be available) Usual work location: 121 Exhibition Street, Melbourne (flexibility may be available) Working within the Customer Contact Centre, the Data and Reporting Analyst is passionate about using all things...


  • Melbourne, Victoria, Australia Department of Transport and Planning Full time

    About UsAt the Department of Transport and Planning (DTP), we bring together planning, transport and land use to deliver thriving places and connected communities. In partnership with our portfolio agencies, we plan, build, operate and maintain services that keep Victoria moving. We foster a safe, inclusive and constructive workplace where people are...


  • Melbourne, Victoria, Australia Department Of Transport And Planning Full time

    About UsAt the Department of Transport and Planning (DTP), we bring together planning, transport and land use to deliver thriving places and connected communities.In partnership with our portfolio agencies, we plan, build, operate and maintain services that keep Victoria moving.We foster a safe, inclusive and constructive workplace where people are empowered...


  • Melbourne, Victoria, Australia Department of Transport and Planning Full time

    About Us At the Department of Transport and Planning (DTP), we bring together planning, transport and land use to deliver thriving places and connected communities. In partnership with our portfolio agencies, we plan, build, operate and maintain services that keep Victoria moving. We foster a safe, inclusive and constructive workplace where people are...

  • Reporting Analyst

    5 days ago


    Melbourne, Victoria, Australia Dye & Durham Corporation Full time

    Reporting Analyst (6 Month FTC) Department: Financial SolutionsEmployment Type: Fixed Term - Full TimeLocation: Melbourne Description Are you passionate about turning data into insights that drive real impact?Do you thrive in fast-paced environments where accuracy and attention to detail matter?We're looking for a Client Reporting Analyst to join our team...