Investment Reporting Analyst

Responsibilities

• Create, manage, and evolve high-quality reports and communications to keep clients informed and engaged
• Work with investment team members to prepare commentaries and check quantitative data
• Maintain effective relationships across the business and improve reporting processes
• Review, edit, and deliver commentary for reports
• Analyze data to provide actionable insights and enhance client understanding
• Work with team members to deliver client data and requirements
• Keep abreast of competitor reporting
• Work with reporting software to build and maintain client reports

Skills

• Minimum 2 years of experience in funds management industry preferred
• Qualifications in finance, commerce, economics, or relevant field
• Keen interest in investments
• Effective written communication skills with ability to meet tight deadlines
• Ability to interact and communicate with senior professionals
• Analytical skills, particularly quantitative
• Ability to build and leverage relationships with internal stakeholders

Benefits

• 🌟 Permanent Full-Time role
• 🌏 Location: Millers Point NSW, Australia with hybrid working arrangements

To Apply

Read more about why you should join our team here.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.