At a Glance
- Tasks: Lead investment performance reporting and drive transformation in our investment ecosystem.
- Company: Brighter Super, a member-owned superannuation fund with a collaborative culture.
- Benefits: Empowering work environment, competitive salary, and opportunities for professional growth.
- Other info: Join a dynamic team dedicated to innovation and member success.
- Why this job: Shape the future of investment performance while making a real impact for our members.
- Qualifications: Deep experience in investment performance reporting and strong leadership skills.
The predicted salary is between 90000 - 110000 $ per year.
- Head of Investment Performance Reporting
- Head of Investment Performance Reporting
At Brighter Super our members and our people come first. We are dedicated to being right by our members’ sides, empowering them to retire with confidence.
Brighter Super is investing in the next generation of its investment performance capability while remaining focused on transparent decisions and stronger outcomes for members.
The role has end-to-end accountability for the integrity, control, delivery and continuous improvement of investment performance measurement, attribution, analysis and reporting capability.
Everything we do is guided by genuine personal connections and a strong sense of purpose, the Head of Investment Performance Reporting is critical in our pursuit of this.
- Key Points
- Senior leadership role reporting directly to the CFO
- Play a key role shaping a major investment ecosystem transformation
- Collaborative high performing leadership team
About the Role
Brighter Super has exclusively partnered with Perigon Group to appoint a Head of Investment Performance Reporting.
Reporting directly to the Chief Financial Officer and operating as part of the Senior Leadership Team, this newly created role will lead Brighter Super’s investment performance reporting capability and a small specialist team.
You will be accountable for investment performance outputs from source-data validation and methodology through to calculation, investment analytics and insight, governance reporting and continuous improvement.
This is an opportunity to maintain the integrity of existing performance outputs while helping shape a multi-year transformation of Brighter Super’s investment ecosystem.
You will independently analyse investment performance, identify meaningful drivers, trends and risks, and provide clear, decision-useful insights to investment professionals, executives, governance committees and the Board.
Key Responsibilities
- Lead investment performance reporting, contribution and attribution capability.
- Maintain accurate, controlled and dependable production reporting.
- Turn complex performance outcomes into clear executive insights.
- Shape future models, data, systems and reporting architecture.
- Lead a specialist team and collaborate across the investment ecosystem.
About You
- Deep institutional investment performance reporting and attribution experience.
- Broad understanding of multi-asset portfolios and investment structures.
- Experience building or materially improving models and reporting capability.
- Credibility presenting to executives and investment governance forums.
- Constructive leadership style with the confidence to challenge independently.
- About Brighter Super
Brighter Super is a 100% member-owned, Queensland-based superannuation fund with more than 60 years of history.
The Fund supports more than 340,000 members and manages more $38 billion in funds under management.
Brighter Super combines meaningful institutional scale with a visible, collaborative leadership environment.
Culture at Brighter Super is shaped by four values
- Aspiring for our Members
- Unlock Innovation
- Performance with Purpose
- Winning Together
We’re committed to creating a workplace where people feel valued, supported and empowered to do their best work.
Collaboration, growth and inclusion matter here, because when our people thrive, so do our members.
Brighter people. Brighter futures. Brighter together.
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Head of Investment Performance Reporting in Sydney employer: Perigon Group Pty Limited
Perigon Group Pty Limited is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Brisbane. With a strong commitment to employee growth, we offer comprehensive training and development opportunities, ensuring our team members are equipped to excel in their roles. Join us to be part of a dynamic environment where your contributions directly impact the enhancement of compliance frameworks in the financial services sector.
