Our client is a global investment management organisation seeking a Senior Performance Analyst to support performance measurement, attribution and portfolio analytics across its investment strategies and pooled funds.

Working within Investment Operations, you will deliver accurate, timely performance analysis to investment teams, distribution, client reporting and senior management. You will work directly with the Head of Performance to strengthen reporting capabilities, improve data quality and communicate performance results and methodologies to senior investment stakeholders.

Key Responsibilities:

- Produce and validate performance, contribution and attribution analysis, investigating discrepancies and explaining key drivers of returns.
- Deliver portfolio and risk analytics, including holdings characteristics, factor exposures, concentration and style measures.
- Support Investment, Client Reporting, Distribution and Product teams with performance insights and respond to client, consultant, RFP and DDQ requests.
- Maintain accurate performance, benchmark and holdings data, supporting GIPS composites and reporting requirements.
- Improve analytical tools, reporting processes and controls through automation, system enhancements and change initiatives.




- Engage senior portfolio managers and investment leads on performance data, reporting and methodology, leading stakeholder meetings

Skills & Experience:

- Direct experience in performance measurement and attribution, with a solid understanding of methodologies for multi-asset products and pooled funds.
- Experience using performance or analytical platforms such as FactSet, Eagle, Barra or Aladdin.
- Advanced Excel skills and practical experience with SQL or Power BI.
- Strong analytical skills, attention to data quality and the ability to explain complex results clearly to different audiences.
- Strong stakeholder communication skills and the confidence to lead discussions with senior portfolio managers and investment leads.
- A relevant degree in finance, economics, mathematics, statistics, actuarial studies, engineering or a related discipline.
- Knowledge of GIPS and progress towards a CFA, CIPM or relevant postgraduate qualification would be well regarded.

Competitive remuneration package and company-wide benefits

Global collaborationand opportunities to build your career internally

Access to learning and development through in-house training and external programmes.

This is a permanent, full-time position based in Sydney.

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📌 Senior Investment Performance Analyst (Sydney)
🏢 Keegan Adams Recruitment
📍 Sydney