Senior Financial Analyst
Xero
SQL
Senior Analyst, Investment Performance and Client Reporting
Australian Ethical Investment
full-time
Posted on:
Location: 🇦🇺 Australia
Visit company websiteJob Level
Senior
About the role
- 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
Requirements
- 5+ years experience as an investment performance and/or client reporting analyst in across a broad range of asset classes
- 5+ years experience producing and disseminating high quality performance and attribution, and client reports
- Highly proficient with Factset (performance and attribution reporting) is essential
- Track record of working independently and collaboratively with a wide range of stakeholders as part of a high performing investments team
- Proficiency in the use of Business Intelligence tools (i.e. Microsoft Power BI, Excel) will be highly regarded
- Relevant Qualifications
- CFA Designation (desirable)
