Investment Performance Analyst - 12 month contract

An exciting prospect has arisen for an experienced Investment Performance Analyst to join a leading global financial services organisation. You will play an significant 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 setting.
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.
Strong 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.
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📌 Investment Performance Analyst 12 Month Contract Sydney
🏢 GOW Recruitment
📍 Sydney