Job Description

Investment Performance Analyst – Financial Services

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- 12 month contract
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- $525 p/d (may be negotiable)
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- Sydney CBD / WFH
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nPrimary Purpose n
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The Performance Analyst is responsible for ensuring the accuracy, timeliness and quality of investment performance, attribution and risk reporting delivered to clients.

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Working across local clients and global production teams, the role will oversee the end-to-end reporting process, investigate data and performance exceptions, and act as a key subject matter expert for client queries. The position will also support continuous improvement initiatives across reporting, automation and operational processes.

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nKey Accountabilities n
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- Oversee the timely and accurate production of investment performance reports, including returns, exposure, attribution and risk reporting.
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- Validate data and reporting outputs, investigate exceptions and ensure adherence to established operating procedures.
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- Monitor offshore production teams to ensure agreed SLAs and KPIs are consistently achieved.
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- Act as a key SME for clients, resolving complex performance and reporting queries and participating in client service reviews.
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- Support recent client onboarding, including portfolio configurations, benchmarks and reporting requirements.
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- Perform reconciliations and maintain appropriate operational controls, documentation and SOPs.
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- Analyse change requests and undertake testing associated with reporting and system enhancements.
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- Identify opportunities to automate and streamline processes, reducing manual intervention and improving operational efficiency.
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nEssential Requirements n
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- Tertiary qualification in Finance, Accounting, Economics, Mathematics, Commerce or a related discipline.
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- Experience within investment performance, performance attribution, investment analytics, fund accounting or custody operations.
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- Strong understanding of investment performance methodologies including TWR, Modified Dietz, IRR and unit pricing.
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- Knowledge of attribution methodologies and risk measures including Sharpe ratio, alpha, beta and volatility.
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- Ability to calculate and interpret investment performance metrics from first principles.
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- Strong understanding of market indices and benchmarks.
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- Advanced Microsoft Excel and Power Query skills.
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- Strong analytical skills and attention to detail.
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- Confident communication and stakeholder management skills, including experience working with clients and offshore teams.
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- Ability to work effectively under tight deadlines and take ownership of reporting deliverables.
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nDesirable n
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- CFA, CIPM or similar qualification, either completed or in progress.
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- Experience with performance measurement platforms such as FactSet, Bloomberg, B One or StatPro.
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- Knowledge of GIPS standards.
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- Experience delivering automation, process improvement or operational efficiency initiatives.
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📌 Investment Performance Analyst (Sydney)
🏢 Total Resource Solutions
📍 Sydney