Job Details

Performance Analyst

Category:

Banking & Finance

Employment Type:

Temporary

Industry:

Analyst

Contact Name:

Contact Email:

Contact Phone:

Date Published:

11-Jul-2025

Job Description:

  • Immediate Start, 12mnths fixed-term contract
  • Global Fund Manager, Great Brand for CV
  • Hybrid Working, CBD location, $85k - $105k + super based on experience
  • Are you an experienced investment performance analyst looking for your next challenge?

    We’re working with a leading investment firm undergoing a major platform transformation and seeking a driven and detail-oriented individual to join their team.

    In this role, you'll focus on delivering accurate and timely performance calculations, attribution analysis, and insights across a diverse set of portfolios and asset classes. 

    Key Responsibilities:

    • Calculate and validate daily and monthly portfolio performances
    • Perform attribution analysis across asset class, sector, and security level 
    • Deliver daily, monthly, and quarterly performance and attribution reports.
    • Reconcile market values, cash flows, benchmarks, and holdings with custodians.
    • Investigate data discrepancies and ensure high data accuracy.
    • Collaborate closely with internal stakeholders and external clients.
    About You:
    • 2+ years' experience in investment performance analytics.
    • Strong knowledge of various investment instruments and asset classes.
    • Exceptional attention to detail and analytical mindset.
    • Ability to manage competing priorities and tight deadlines.
    • Strong communication and stakeholder engagement skills.
    Why Apply?
    • Hybrid working model
    • Opportunity to be part of a transformation project
    • High exposure across multiple teams and asset classes

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