Performance and Reporting Analyst

Our client is a prominent provider of financial services and solutions. The role of the Performance and Reporting Analyst will be to research portfolio performance, and report oversights on the investment process. 

Our client is a prominent provider of financial services and solutions. The role of the Performance and Reporting Analyst will be to research portfolio performance, and report oversights on the investment process. The position is a 12 month contract, with a potential view to turn permanent.

The role will include the following responsibilities:

  • Source investment data from key providers (external fund managers, custodian, independent research providers, etc) to include in ALCO, Group and Board reporting
  • Ensure information sourced from key providers is managed effectively to maximise the value add outcomes for investment monitoring and reporting
  • Monitor and report investment performance & mandate compliance results according to business deliverables

The ideal candidate will have the following skills:

  • 1 – 5 years' experience within a performance, or investment environment specifically within the Insurance, Asset Management or Funds Management Industry
  • A strong understanding of financial reporting and some experience writing committee reports
  • Ability to liaise with board members and facilitate and coordinate reporting
  • Experience within a performance, or investment environment specifically within the Insurance, Asset Management or Funds Management Industry

Sydney – Singapore – Melbourne – Hong Kong