Portfolio Insights & Investment Reporting Analyst in Sydney

Portfolio Insights & Investment Reporting Analyst in Sydney

Sydney Full-Time 67500 - 82500 $ / year (est.) On-site
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At a Glance

  • Tasks: Analyse investment data and prepare high-volume reports for investors.
  • Company: Boutique investment reporting team in Sydney CBD with a supportive culture.
  • Benefits: Opportunity to develop skills in automation and technology.
  • Other info: Join a growing team with excellent career development opportunities.
  • Why this job: Own the platform and drive data quality while meeting tight deadlines.
  • Qualifications: Analytical mindset and finance background preferred.

The predicted salary is between 67500 - 82500 $ per year.

Outlook Talent Solutions in Sydney CBD is seeking an analytically minded finance professional to join our growing boutique investment reporting team.

You will analyse investment data at portfolio level, reconcile information from multiple sources, and prepare high‑volume reports for investors, while meeting tight deadlines.

This role offers the chance to own the platform, drive data quality, and develop skills across automation and technology in a supportive environment.

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Portfolio Insights & Investment Reporting Analyst in Sydney employer: Outlook Talent Solutions

At Outlook Talent Solutions, we pride ourselves on being an excellent employer by fostering a collaborative and innovative work culture in the heart of Sydney CBD. Our team members enjoy comprehensive benefits, including professional development opportunities that empower them to grow their skills in finance and technology. Join us to be part of a supportive environment where your contributions are valued, and you can truly make an impact in the investment reporting space.

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Contact Details:

Outlook Talent Solutions Recruitment Team

We think you need these skills to ace Portfolio Insights & Investment Reporting Analyst in Sydney

Analytical Skills
Data Analysis
Reconciliation Skills
Report Preparation
Attention to Detail
Time Management
Data Quality Management