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 opportunity to collaborate across investment and technology teams and contribute to meaningful business improvements.About the RoleThis 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 analyticsDrive reporting enhancements, automation, and process improvementsCoordinate project requirements, testing, implementation, and stakeholder communicationInvestigate data discrepancies and manage risks and issuesStrengthen reporting controls, documentation, and data qualityAbout the CompanyOur client is a respected global investment services organisation undertaking a strategic platform transformation to enhance reporting quality, governance, and operational resilience.




This is an prospect to collaborate across investment and technology teams and contribute to meaningful business improvements.About the RoleThis 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 analyticsDrive reporting enhancements, automation, and process improvementsCoordinate project requirements, testing, implementation, and stakeholder communicationInvestigate data discrepancies and manage risks and issuesStrengthen reporting controls, documentation, and data qualityAbout YouExperience in investment performance, fund reporting, market risk, or client reportingStrong analytical, problem-solving, and project delivery skillsExcellent stakeholder management and communication abilitiesUnderstanding of financial instruments, portfolio concepts, and performance measurementProficiency in investment reporting tools such as Bloomberg or FactSetHigh attention to detail and ability to manage competing prioritiesCFA, FRM, performance attribution, and data quality experience will be highly regarded.Additional information12-month contract, $140k- $170k + SuperSydney CBDFantastic culture with high performing team
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📌 Reporting Analyst (Sydney)
🏢 Perigon Group
📍 Sydney