We’re looking for a Business Data Analyst with investment reporting experience to support a major platform transformation within a financial services organisation.

You’ll combine business analysis and data investigation with day-to-day performance reporting. Working across investment, product, technology and operations teams, you’ll help improve reporting accuracy, strengthen controls and support the transition to a new platform.

Responsibility

- Gather requirements and translate them into clear specifications and test cases.

- Deliver portfolio performance reports and ad hoc analysis, investigating data and reporting issues.

- Assess the impact of platform changes on data, calculations, processes and reporting outputs.

- Support process redesign, automation, data enhancements and control improvements.

- Coordinate testing/UAT, cutover readiness and post-implementation support.

- Manage stakeholder queries, risks and dependencies, keeping delivery teams aligned.

- Maintain reporting methodologies, procedures, data definitions and control documentation.

Requirements





- Experience in investment performance, market risk, fund or client reporting within asset management, superannuation or a related environment.

- A sound understanding of financial instruments and portfolio concepts, including equities, fixed income and derivatives.

- Business analysis and change experience covering requirements, stakeholder engagement, testing and implementation.

- Confidence analysing large datasets and working with investment data and reporting tools, such as Bloomberg or FactSet.

- Strong attention to detail and a practical approach to data quality and reporting controls.

- Explicit communication skills and confidence working with senior stakeholders.

Knowledge of benchmarking, performance attribution and time-weighted returns will be highly regarded, along with CFA or FRM study or qualifications.

If you want a confidential chat, please email me at *****@talentinternational.com

📌 Business Data Analyst // Investment... (Sydney)
🏢 Talent International
📍 Sydney