At a Glance
- Tasks: Lead portfolio reporting and analytics to drive strategic insights and improve data governance.
- Company: Dynamic Australian investment organisation focused on innovation and growth.
- Benefits: Permanent role with competitive salary, flexible work options, and career development opportunities.
- Other info: Join a supportive team and help build Australia's industrial capability.
- Why this job: Make a real impact by shaping reporting capabilities and collaborating with senior stakeholders.
- Qualifications: 5+ years in reporting, analytics, or investment management; strong Excel and reporting tool skills.
The predicted salary is between 99000 - 121000 $ per year.
Our client is an Australian investment organisation seeking a Reportingand Analytics Manager to strengthen its portfolio reporting and broader business analytics capability.
Working within Investment Services, you will deliver accurate, timely reporting on portfolio performance, businesstrends and strategic outcomes.
You will partner with investment and business teams to improve how data is governed, analysed and presented, while coaching an Analyst and helping set reporting priorities.
Key Responsibilities
Prepare regular and on-demand portfolio reporting for management, executives and the Board.
Develop reporting frameworks, dashboards and scorecards that make complex data accessible to different audiences.
Analyse portfolio data to identify key metrics, trends, opportunities and risks.
Maintain data quality through reconciliations, testing, validation and reporting controls.
Partner with Technology and business teams to improve data accessibility and automate reporting.
Work with senior stakeholders across Investments, Finance, Risk and other teams to turn reporting needs into practical solutions.
Skills & Experience
At least 5 years' experience across portfolio reporting, investment analytics, business intelligence, investment operations or a related field.
Experience in investment management, private markets, government investment funds, banking, infrastructure investment or financial services.
Advanced Excel and experience with Power BI, Tableau or similar reporting tools.
Strong understanding of data quality, governance, reporting controls and analytical methods.
Experience building dashboards, improving reporting processes and introducing automation.
Clear communication skills and the confidence to present insights to senior stakeholders and executives.
The ability to manage competing priorities and develop a junior team member.
Contribute to an investment mandate focused on building Australia's industrial capability.
Work across a broad portfolio and engage with stakeholders throughout the organisation.
Help shape reporting and analytics capability as the organisation develops.
This is a permanent position and can be based in Sydney or Melbourne.
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Reporting and Analytics Manager 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.
