Reporting Analyst

5 months ago


Sydney, Australia Perpetual Full time

About the business/role

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: asset management, wealth management and corporate trust. Through these businesses, we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Our clients include Australian and international institutions, not-for-profit organisations, private businesses, financial advisers, individuals and families.

We have a growing global footprint, underpinned by our recent acquisition of asset management business, Pendal Group, that spans Australia, Asia, Europe, the United Kingdom and United States.

The role of Reporting Analyst is focused on producing thorough and accurate investment, product and research information to internal and external stakeholders for the Perpetual Funds.

About the role

Preparation, collation and delivery of regular reporting schedule for internal and external stakeholders Analysing data to ensure it is accurate, consistent and meets internal and market standards Production of Perpetual Investments reporting requirements with a focus on efficiency, accuracy and control Assist Client Services, Research Relationship and ISO teams with ad-hoc reporting tasks Assist Senior team members to review, improve and document reporting processes

About you

Degree in Commerce, Finance, Accounting or similar

Minimum 1 year within Funds Management or Custody Industries.

Proficient in Microsoft Office beneficial.

Strong communication and organisational skills

Attention to detail

Behaviours 

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

Employee benefits

Work from anywhere in Australia for up to one month each year

An annual allowance to empower you to prioritise your personal wellbeing 

Access to LinkedIn learning, study support and commitment to supporting professional development

Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with Jawun

Diversity and inclusion

WGEA Employer of Choice for gender equality since 2018

Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

A growing number of employee-led networks who work to raise awareness and drive continued change

We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated andwelcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.


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