Client Reporting Analyst

Description

About the role 

 

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.

 

Your day-to-day

• 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.

 

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