Australian Ethical Investment
Investment Performance and Client Reporting Senior Analyst
Be an Early Applicant
The role involves developing and delivering performance reporting and attribution analysis, creating client reports, and supporting investment decision-making within an investment management environment.
About Us
Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with almost $14 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.
Our purpose is to invest for a better world, and we have been pioneers in this space for almost 40 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.
Your New Role
In this new role, you’ll be responsible for developing, maintaining and delivering performance reporting and attribution analysis across a broad range of asset classes as well as the generation and distribution of high quality reports to relevant clients and stakeholders.
Key Responsibilities Include:
Performance Reporting and Attribution
· You will be a super user of the Factset performance and risk attribution system and support the broader Investments team and key internal stakeholders with queries and information/reporting requests
· Provide timely and accurate investment performance and attribution calculations across a broad range of asset classes, including the analysis, reporting and effective communication of the drivers of this performance
· Monitor and report on the investment options against stated objectives, peers and benchmarks
· Identify and analyse investment performance reporting issues, exceptions or errors in an effective and timely manner
· Generate meaningful insights from performance and attribution analysis, market data and industry information, distilling these insights for communication to relevant stakeholders
· Liaise with and coordinate with relevant vendors and data providers
· Support performance reporting queries and data requests primarily from Portfolio Managers, Clients and other internal stakeholders
Client and Investments Reporting
· You will be a super user of Business Intelligence reporting tools (i.e. Microsoft Power BI, Excel power user) and support the broader Investments team in their use
· Creation, preparation and delivery of client and Investment team reports
· Accurate and timely production of high-quality Investment and client reports delivered on time
· Manage the end-to-end process for client and Investments-related reporting, establishing a deep understanding the requirements and procuring all necessary information to produce meaningful reports
· Develop and maintain strong internal and external relationships to adequately understand reporting requirements
What we’re looking for
You’re an investment performance reporting SME used to working inside an investment management business, supporting investment decision making through the delivery of high quality investment performance and client reports. If you’re energetic, collaborative and self-driven looking to be part of a high performing investments team, and have the following - we’d love to hear from you:
· 5+ years experience as an investment performance and/or client reporting analyst in across a broad range of asset classes
· 5+ years experience producing and disseminating high quality performance and attribution, and client reports
· Highly proficient with Factset (performance and attribution reporting) is essential
· Track record of working independently and collaboratively with a wide range of stakeholders as part of a high performing investments team
· Proficiency in the use of Business Intelligence tools (i.e. Microsoft Power BI, Excel) will be highly regarded
· Relevant Qualifications
· CFA Designation (desirable)
What’s in it for you
· A competitive salary, including short-term and long-term incentives including access to an Employee Share Plan
· Flexible work arrangements
· Wellbeing program that includes an extra 5 days of leave above statutory requirement
· Purpose aligned volunteer days
· 20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas period
Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/
At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.
Join the Team
If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!
Please note
Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position. Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation
Top Skills
Excel
Factset
Microsoft Power Bi
Australian Ethical Investment Sydney, New South Wales, AUS Office
Level 8, 130 Pitt Street, , ,, Sydney, NSW , Australia, 2000
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