An exciting opportunity has arisen for an experienced Investment Performance Analyst to join a leading global financial services organisation. You will play an important role in delivering investment performance reporting and analytics while supporting a significant platform transformation initiative.
Key Responsibilities:
- Prepare and deliver accurate investment performance reporting and analytics across a range of portfolios and asset classes.
- Support a major investment reporting platform transformation, including requirements gathering, testing, implementation and post-go-live activities.
- Analyse investment data, identify discrepancies and ensure reporting accuracy and consistency.
- Identify opportunities to streamline reporting processes, enhance controls and improve operational efficiencies.
- Work closely with wider teams in the business.
- Assist with performance reporting methodologies, data improvements and the development of new reporting capabilities.
- Support stakeholder queries, reporting requirements and project deliverables.
- Contribute to ongoing process improvement and automation initiatives.
Ideally, you will bring:
- Experience in investment performance reporting, investment analytics, fund reporting, client reporting or market risk reporting.
- A background within asset management, funds management, superannuation, investment banking or a related financial services environment.
- A sound understanding of investment products, including equities, fixed income and derivatives.
- Exposure to performance measurement, benchmarking, attribution or investment reporting methodologies.
- Experience using investment data and reporting platforms.
- Strong analytical and problem-solving skills, with excellent attention to detail.
- Confidence working with large datasets and engaging with stakeholders across different business areas.
- An interest in technology, process improvement and business transformation.
- Previous exposure to system implementations, UAT, project delivery or change initiatives would be highly regarded, as would progress towards CFA or FRM qualifications.
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Investment Performance Analyst in Sydney employer: GOW Recruitment
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