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Performance Reporting Analyst

Job Title: Performance Reporting Analyst
Contract Type: Permanent
Location: Sydney
Reference: 3361428
Contact Name: Niamh Patton
Contact Email:
Job Published: November 23, 2021 12:35

Job Description

Exciting career opportunity with a market leading fund manager. Newly created position in a specialist client reporting/fund performance team. 
  • Innovative Fund Manager - Strong Investment Performance Track Record
  • Employer of Choice
Our client is a true market leader, a boutique active Fund Manager supporting a client base of institutional and retail investors across all asset classes. Due to continued growth and expansion they currently seek a high energy individual to join their specialist client reporting team. 

This varied and diverse opportunity will encompass:
  • Fund/Client Reporting - Client/performance reporting for institutional clients on a monthly and quarterly basis.
  • Oversight and management of 3rd party service providers (e.g. custodian/administrators) 
  • Coordinating and compilation of monthly and quarterly investment and portfolio commentaries.
  • Liaison and maintaining accurate information in global asset consultant and research house databases.
  • Supporting distribution and front office investment teams. 
  • Participate in projects and drive operational change. 
Working in a small and dynamic team environment, you will be exposed to all facets of fund performance.  You will be a reliable team player, a self-starter with a natural enthusiasm for developing a career in Funds Management. 

For this role, you will have relevant experience in the performance reporting space and have excellent communication skills to encourage positive relationships. With a technical mind and a good working attitude, you will able to work to deadlines confidently and manage busier periods with ease. 

Skills & Qualifications:
  • Finance/Business degree qualified.
  • Minimum of 2 years experience in client reporting/fund performance or fund operations. 
  • An understanding of Investment markets, various asset classes
  • Strong Excel, Word and PowerPoint.
For consideration for this role, please apply via the Link below, to Niamh Patton at Perigon Group.