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Investment Data and Reporting Analyst

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Job Description

The Company

One of the largest industry superannuation funds who pride themselves as being truly member driven. They are a company that create an environment for their team that will give them the opportunity to develop and grow professionally and also a culture where people are respected and nurtured.

The Role

An opportunity has arisen for an investment analyst professional to join a high performing team in the role of Analyst, Data and Reporting. This role is accountable for the analysis and delivery of reporting relating to the portfolio, its performance, exposures and risk. The role supports the decision making capability and information requirements of the Investments team.

Key Accountabilities:

  • Responsibility for production of quality investment information to support investment team requirements;
  • Performance measurement, ex post risk, ex-ante risk and attribution analysis;
  • Portfolio characteristics and exposures analysis;
  • Data Stewardship for investment data stored within the internal data warehouse
  • Portfolio decision evaluation techniques;
  • Collaborate with stakeholders to implement and/or enhance tools and services to support the investment team.

To be successful for the role you will have:

  • Strong performance and risk analytics background and/or data management /BI background within the investment/wealth management industry
  • Knowledge of investments across all asset classes, experience working in a dedicated investment analytics team
  • SQL programming knowledge and experience is a must
  • Advanced knowledge of Excel
  • Relevant tertiary qualifications (mathematics or other quantitative based discipline)
  • Postgraduate studies, or working towards (CFA, CIPM)
  • Strong communications and presentations skills
  • Phyton programming and Power BI knowledge is beneficial

Why Apply?

  • Company offering flexibility
  • Supportive and energetic team culture
  • Fast growing organisation with opportunity to further grow and develop

This is an exciting opportunity for an investment analyst professional to make a difference. If you think that you have the necessary skills then please apply today. Alternatively, for a confidential discussion with a marketing and communications specialist, please call Agnes Villanyi on 0405 395 021.

Whether you are a sports fanatic, shark diver or part time antique collector, we celebrate your uniqueness.

Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.

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