At a Glance
- Tasks: Deliver accurate portfolio performance reporting and enhance reporting processes.
- Company: Respected global investment services organisation focused on strategic transformation.
- Benefits: Competitive salary, supportive culture, and opportunities for professional growth.
- Other info: 12-month contract with excellent career development opportunities in Sydney CBD.
- Why this job: Join a high-performing team and make a real impact on business improvements.
- Qualifications: Experience in investment performance and strong analytical skills required.
The predicted salary is between 123750 - 151250 $ per year.
Our client is a respected global investment services organisation undertaking a strategic platform transformation to enhance reporting quality, governance, and operational resilience. This is an opportunity to collaborate across investment and technology teams and contribute to meaningful business improvements.
This Reporting Analyst role combines investment performance reporting, data analysis, and project delivery, with a focus on improving reporting accuracy, controls, and operational efficiency.
Key Responsibilities:
- Deliver accurate portfolio performance reporting and ad hoc analytics
- Drive reporting enhancements, automation, and process improvements
- Coordinate project requirements, testing, implementation, and stakeholder communication
- Investigate data discrepancies and manage risks and issues
- Strengthen reporting controls, documentation, and data quality
About You:
- Experience in investment performance, fund reporting, market risk, or client reporting
- Strong analytical, problem-solving, and project delivery skills
- Excellent stakeholder management and communication abilities
- Understanding of financial instruments, portfolio concepts, and performance measurement
- Proficiency in investment reporting tools such as Bloomberg or FactSet
- High attention to detail and ability to manage competing priorities
- CFA, FRM, performance attribution, and data quality experience will be highly regarded.
Additional information: 12-month contract, $140k- $170k + Super, Sydney CBD, Fantastic culture with high performing team.
Reporting Analyst in Sydney employer: Perigon Group
Join a dynamic and expanding Aussie retail business that values its employees and fosters a collaborative work culture. With a well-structured finance team based in the vibrant Alexandria/Rosebery area, you'll enjoy flexible work-from-home options and opportunities for professional growth. This role not only offers a chance to lead and innovate within financial processes but also to make a meaningful impact on the company's success while working alongside passionate professionals.
