Performance and Data Analyst - FactSetNew
Our client is a leading Australian Investment Management firm seeking an experienced Performance and Data Analyst to join the Operations teamon a contract basis for approximately 3 months.
The business manages a range of retail funds alongside portfolios for institutional clients. This is a newly created role due to the companyinvesting heavily in its technology stack to strengthen the accuracy and consistency of investment performance and client reporting. In this role, you will take responsibility for validating the functionality, accuracy and performance ofFactSet.
Key Responsibilities:
- Design, document and execute test plans and test cases for the FactSet, including set-up of portfolios within the platform.
- Validate data feeds, portfolio analytics, risk metrics and performance calculations against expected outputs.
- Integrate performance outputs into the firm’s proprietary database and downstream client reporting suite.
- Identify, log and track issues through to resolution using Jira (or equivalent).
- Collaborate with Investment Operations and Performance Reporting teams.
- Coordinate and conduct UATsign-off.
- Document test results and produce clear reports for stakeholders.
Skills & Experience:
- Experience in performance reporting for managed investment schemes, including portfolio analytics, benchmarks and risk/return metrics.
- Prior hands-on experience with FactSet
- Software or systems quality assurance testing experience.
- Experience with client reporting and an understanding of the wider investment management business.
- Exposure to SQL or scripting for data validation and test automation.
- Background in asset management or funds management
- Strong analytical and problem-solving skills, with high attention to detail.
- Clear written communication skills and comfortableworking with large datasets.
- Exposure to performance reporting, data and the wider investment management business.
- Work with a close-knit, small team.
- Competitive remuneration package.
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Performance and Data Analyst - FactSetNew 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.
