About the Role
Our client is seeking a hands-on Senior Investment Operations Analyst to deliver accurate, timely performance reporting and insights across the portfolio. You’ll partner closely with Investments, Market Risk and the Custodian to prepare, assure and issue daily through monthly reports, reconcile inputs, explain performance drivers, and uplift the reporting ecosystem using FactSet, an investment data warehouse, Power BI and targeted automation/ improvements.
Key Responsibilities
- Prepare, QA and issue daily, weekly and monthly performance reports for internal and external stakeholders.
- Reconcile data and assumptions; investigate anomalies with Investments and Market Risk.
- Provide clear commentary on performance drivers and trends.
- Enhance reporting via FactSet, data warehouse (Matrix) and Power BI; automate where feasible.
- Liaise with Custodian and service providers to ensure consistency, compliance and continuous improvement.
- Bachelor’s in Finance, Commerce, Economics or Statistics.
- 5–10 years’ investment performance analytics in super or funds management.
- Team player who actively contributes to shared success
- Proficient with performance/risk engines (e.g. FactSet).
- Strong BI/report design skills (Power BI/Tableau) and advanced Excel; comfortable with data integration workflows.
- Confident communicator with a delivery mindset and ability to meet tight deadlines.
Our client is a well-established Australian financial services organisation with a national member base. Operating at meaningful scale, they’re known for disciplined governance and a strong focus on member outcomes. The team is collaborative, commercially minded and committed to continuous improvement in data, reporting and insight generation.
For more information or a confidential discussion, please apply.