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Listed 2 weeks ago

Investment Performance Analyst

Perigon

Analysis & Reporting
Location
Brisbane, QLD
Type
Full-time

About the role

About the Role

An exciting opportunity has become available for a Junior Performance Analyst to join a high-performing investment business experiencing strong growth across its portfolio of funds and investment solutions.

Working closely with experienced performance professionals, you'll develop specialist expertise in investment performance measurement, attribution analysis and portfolio reporting across a range of investment strategies. This role is ideally suited to an analytical graduate or early-career professional looking to establish a long-term career within funds management, investment operations or investment analytics.

You'll gain exposure to leading fund managers, institutional investment products and the broader investment industry while working in a collaborative and supportive environment focused on professional development.

Key Responsibilities

  • Support the production of investment performance and attribution reporting
  • Conduct portfolio, benchmark and market data validation checks
  • Assist with client, consultant and fund manager reporting requirements
  • Respond to performance-related queries from internal and external stakeholders
  • Liaise with external investment data and market information providers

About You

  • Tertiary qualification in Finance, Economics, Mathematics, Statistics, Actuarial Studies, Engineering or a related STEM discipline
  • Strong analytical and problem-solving capabilities
  • High attention to detail and commitment to accuracy
  • Excellent communication skills and a collaborative approach
  • Eagerness to build a long-term career within investment management

About the Company

Our Client is a growing investment management and financial services organisation supporting a range of specialist investment managers across domestic and global markets. Known for its collaborative culture and commitment to delivering high-quality investment solutions, the business continues to expand its product offering and client base across institutional and wholesale investors.

This is an excellent opportunity to develop specialised funds management experience within a business that prioritises learning, mentorship and career development.

For more information or a confidential discussion, please apply.

Apply

via perigongroup.com.au

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