07 Nov
|
Sharp & Carter
|
Sydney
07 Nov
Sharp & Carter
Sydney
What Senior Fp A Reporting Analyst Hybrid Glob...
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The Reporting Analyst plays a key role in delivering accurate and timely monthly and quarterly reports to a diverse range of institutional and wholesale clients across Australia. Working within the Global Client Operations team and reporting to the Client Reporting Manager, this role supports the development and enhancement of the client reporting function by leveraging technology to improve efficiency and quality.
The Reporting Analyst will collaborate closely with internal stakeholders across sales, client services, and technology operations, while gaining exposure to key external stakeholders such as institutional investors, pension funds, and wholesale distributors. This role contributes to the broader objectives of the Client Implementation and Reporting team, which is focused on delivering high‑quality, client‑centric reporting solutions. The team partners closely with stakeholders across the business to ensure data is governed, structured, and presented in a way that supports transparency, trust, and strategic decision‑making.
- Prepare and deliver monthly and quarterly reporting for institutional clients across pooled investment funds and mandates.
- Manage ad hoc client reporting requests, including investment commentary, portfolio holdings and other investment information.
- Support reporting and data requests from institutional and wholesale distribution teams.
- Assist with internal and external audit requests.
- Develop and maintain customised reporting templates.
- Work closely with client services, distribution and technology teams to ensure reporting accuracy and consistency.
- Identify opportunities to streamline reporting processes,
improve data quality and enhance operational efficiency.
- Contribute to the ongoing development of the client reporting function.
Your skills and experience
- Experience within funds management, investment operations, client reporting or a similar financial services environment.
- Strong analytical and numerical skills with excellent attention to detail.
- Confidence working with data, spreadsheets and reporting systems.
- Strong organisational skills and the ability to meet recurring monthly and quarterly deadlines.
- Excellent communication skills and a collaborative approach to stakeholder engagement.
- An interest in technology, reporting automation and continuous improvement.
- A relevant tertiary qualification in Finance, Commerce, Economics, Business or a related discipline would be advantageous.
Full‑time (35 hours per week), fixed‑term contract to 18 October 2027.
Salary: Level 6 from $108,021 or Level 7 from $118,483, plus 17% super (depending on experience).
Hybrid and flexible working arrangements.
The opportunity sits within UNSW’s Research Analysis, Data and Reporting (RADAR) team, which supports the University’s research performance through data analysis, reporting and business improvement. Working within the Research Reporting team, you’ll help deliver essential reporting across research grant management, higher degree research and research ethics compliance,
responding to stakeholder enquiries and ensuring reporting requirements are met.
You’ll also contribute to developing and implementing reporting solutions, improving processes and identifying opportunities for automation to enhance the efficiency and quality of reporting services.
UNSW offer a competitive salary and access to perks including:
- 17% superannuation and annual leave loading
- Hybrid/Flexible working arrangements
- Discounts and entitlements
Who you are
Level 6
You have a relevant tertiary qualification and or equivalent experience, and can demonstrate strong technical skills in databases, data analysis, SQL, automation and reporting. You’ll also have excellent analytical, organisational and problem‑solving skills, with a high level of attention to detail and the ability to manage competing priorities. Professional communication and customer service skills are also required, with the ability to explain complex technical information to a range of stakeholders.
Level 7 (in addition to Level 6):
Demonstrated experience analysing business requirements, extracting data from university enterprise systems, developing and delivering reporting solutions, and identifying and implementing business process improvements.
Pre‑employment checks may be required.
UNSW is committed to equity diversity and inclusion. Applications from women, people of culturally and linguistically diverse backgrounds, those living with disabilities, members of the LGBTIQ+ community; and people of Aboriginal and Torres Strait Islander descent, are encouraged. UNSW provides workplace adjustments for people with disability, and access to flexible work options for eligible staff.
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📌 Senior Fp&A & Reporting Analyst — Hybrid, Global Growth (Sydney)
🏢 Sharp & Carter
📍 Sydney