Listed 3 weeks ago
Reporting Analyst
Perigon
Apply
via perigongroup.com.au
Analysis & Reporting
- Location
- Sydney, NSW
- Type
- Full-time
About the role
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 opportunity 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
- Strong 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.
Sounds like you? Please click "Apply"
Apply
via perigongroup.com.au