Our client is a respected global investment services organisation undertaking a strategic platform transformation to enhance reporting quality, governance, and operational resilience. This is an chance to collaborate across investment and technology teams and contribute to meaningful business improvements.

About the Role

This is a Reporting Analyst role combines investment performance reporting, data analysis, and project delivery, with a focus on improving reporting accuracy, controls, and operational efficiency.

Key Responsibilities:
Deliver accurate portfolio performance reporting and ad hoc analytics
Drive reporting enhancements, automation, and process improvements
Coordinate project requirements, testing, implementation, and stakeholder communication
Investigate data discrepancies and manage risks and issues
Strengthen reporting controls, documentation, and data quality

About the Company

Our client is a respected global investment services organisation undertaking a strategic platform transformation to enhance reporting quality, governance, and operational resilience. This is an chance to collaborate across investment and technology teams and contribute to meaningful business improvements.

About the Role





This is a Reporting Analyst role combines investment performance reporting, data analysis, and project delivery, with a focus on improving reporting accuracy, controls, and operational efficiency.

Key Responsibilities:
Deliver accurate portfolio performance reporting and ad hoc analytics
Drive reporting enhancements, automation, and process improvements
Coordinate project requirements, testing, implementation, and stakeholder communication
Investigate data discrepancies and manage risks and issues
Strengthen reporting controls, documentation, and data quality

About You
Experience in investment performance, fund reporting, market risk, or client reporting
Solid analytical, problem-solving, and project delivery skills
Excellent stakeholder management and communication abilities
Understanding of financial instruments, portfolio concepts, and performance measurement
Proficiency in investment reporting tools such as Bloomberg or FactSet
High attention to detail and ability to manage competing priorities
CFA, FRM, performance attribution, and data quality experience will be highly regarded.

Additional information
12-month contract, $140k- $170k + Super
Sydney CBD
Fantastic culture with high performing team

📌 Reporting Analyst Sydney
🏢 Perigon Group
📍 Sydney