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.

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

Clear 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.

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