At a Glance
- Tasks: Prepare and deliver insightful reports for institutional clients while enhancing reporting processes.
- Company: Join a leading global asset management organisation with a collaborative culture.
- Benefits: Flexible working arrangements, learning opportunities, and career growth in finance.
- Other info: Work with experienced professionals and contribute to innovative reporting solutions.
- Why this job: Make an impact in the financial world while developing your analytical skills.
- Qualifications: Experience in funds management or financial services with strong analytical skills.
The predicted salary is between 63000 - 77000 $ per year.
Keegan Adams Recruitment is partnering with a leading global asset management organisation to recruit a Reporting Analyst to join its Client Implementation and Reporting team. This is an excellent opportunity for an analytically minded individual with experience in funds management, investment operations or financial services reporting to further develop their career within a global investment management environment.
Reporting to the Client Reporting Manager, you will play an important role in delivering accurate and timely reporting to institutional and wholesale clients across Australia. The role offers exposure to a broad range of internal stakeholders, investment data and reporting systems, alongside the opportunity to contribute to process improvements and reporting enhancements.
Key Responsibilities
- Prepare and deliver monthly and quarterly reporting for institutional clients across pooled investment funds and mandates.
- Manage ad hoc client reporting requests, including investment commentary, portfolio holdings and other investment information.
- Support reporting and data requests from institutional and wholesale distribution teams.
- Assist with internal and external audit requests.
- Develop and maintain customised reporting templates.
- Work closely with client services, distribution and technology teams to ensure reporting accuracy and consistency.
- Identify opportunities to streamline reporting processes, improve data quality and enhance operational efficiency.
- Contribute to the ongoing development of the client reporting function.
About You
To be successful in this position, you will ideally demonstrate:
- Experience within funds management, investment operations, client reporting or a similar financial services environment.
- Strong analytical and numerical skills with excellent attention to detail.
- Confidence working with data, spreadsheets and reporting systems.
- Strong organisational skills and the ability to meet recurring monthly and quarterly deadlines.
- Excellent communication skills and a collaborative approach to stakeholder engagement.
- An interest in technology, reporting automation and continuous improvement.
- A relevant tertiary qualification in Finance, Commerce, Economics, Business or a related discipline would be advantageous.
We are particularly interested in speaking with candidates who enjoy working with investment data, are naturally detail-oriented and are motivated to develop their skills within a specialist client reporting function.
What's on Offer?
- Opportunity to join an established global asset management business.
- Exposure to institutional investors and wholesale distribution.
- Collaborative working environment with experienced industry professionals.
- Flexible working arrangements.
- Learning, development and longer-term career opportunities.
- Opportunity to contribute to reporting improvements and the development of reporting capabilities.
Client Reporting Analyst in Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
