Australian Ethical Investment

Financial Planning and Analysis

• Develop, maintain and deliver performance reporting and attribution analysis across a broad range of asset classes
• Generate and distribute high quality reports to relevant clients and stakeholders
• Act as a super user of the FactSet performance and risk attribution system and support investments team with queries and reporting requests
• Provide timely and accurate investment performance and attribution calculations and communicate drivers of performance
• Monitor and report on investment options against objectives, peers and benchmarks
• Identify and analyse reporting issues, exceptions or errors and resolve them in a timely manner
• Generate insights from performance and attribution analysis, market data and industry information and communicate to stakeholders
• Liaise with and coordinate with vendors and data providers
• Support performance reporting queries and data requests from Portfolio Managers, clients and internal stakeholders
• Act as a super user of BI reporting tools (Power BI, Excel) and support the investments team
• Create, prepare and deliver client and investment team reports, managing end-to-end reporting processes
• Develop and maintain strong internal and external relationships to understand reporting requirements

Senior Analyst, Investment Performance and Client Reporting