An exciting opportunity has arisen for an experienced Investment Performance Analyst to join a leading global financial services organisation. You will play an important role in delivering investment performance reporting and analytics while supporting a significant platform transformation initiative.

Key Responsibilities

- Prepare and deliver accurate investment performance reporting and analytics across a range of portfolios and asset classes.

- Support a major investment reporting platform transformation, including requirements gathering, testing, implementation and post-go-live activities.

- Analyse investment data, identify discrepancies and ensure reporting accuracy and consistency.

- Identify opportunities to streamline reporting processes, enhance controls and improve operational efficiencies.

- Work closely with wider teams in the business.

- Assist with performance reporting methodologies, data improvements and the development of new reporting capabilities.

- Support stakeholder queries, reporting requirements and project deliverables.

- Contribute to ongoing process improvement and automation initiatives.

Ideally, you will bring:





- Experience in investment performance reporting, investment analytics, fund reporting, client reporting or market risk reporting.

- A background within asset management, funds management, superannuation, investment banking or a related financial services environment.

- A sound understanding of investment products, including equities, fixed income and derivatives.

- Exposure to performance measurement, benchmarking, attribution or investment reporting methodologies.

- Experience using investment data and reporting platforms.

- Robust analytical and problem-solving skills, with excellent attention to detail.

- Confidence working with large datasets and engaging with stakeholders across different business areas.

- An interest in technology, process improvement and business transformation.

- Previous exposure to system implementations, UAT, project delivery or change initiatives would be highly regarded, as would progress towards CFA or FRM qualifications.

APPLY NOW or email your CV to [email protected]

📌 Investment Performance Analyst - 12 month contract (Sydney)
🏢 GOW Recruitment
📍 Sydney