Australian Unity20 jobs

Performance Reporting Analyst

Mid levelFull-timeHybridMelbourne VIC, AustraliaFinanceDataBusiness analysis and strategyPosted 2 days ago
View your fit0 of 9 criteria met

About the job

Join the Performance Reporting team in Wealth and Capital Markets as a Performance Reporting Analyst, where you will play a key role in delivering insights that drive investment decisions. This job is all about supporting the Senior Performance Analyst by providing performance analysis, attribution, and reporting across diverse asset classes. The team values collaboration and aims to ensure accurate performance measurement and value-add reporting that supports strategic decision-making.

You'll be responsible for

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Maintaining performance analysis and reporting

Maintain, enhance, and oversee complex performance measurement and attribution calculation models for multi-manager and multi-sector portfolios.
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Conducting attribution and risk analysis

Investigate investment decisions and their impact on performance through detailed attribution and risk assessments.
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Engaging with stakeholders

Respond to queries from portfolio managers, marketing teams, and research houses, providing meaningful insights.

Skills you'll need

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Performance analysis

Proficient knowledge of performance standards and experience within performance analysis or financial services.
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Excel skills

Strong Excel skills are mandatory for data management and analysis.
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Interpersonal and communication skills

Exceptional interpersonal and communication skills, both written and verbal, are essential for stakeholder engagement.
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Meet the team

About the company

View your fit

0 of 5 criteria met
3+ years in performance analysis
Experience in performance analysis or financial services is essential.

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Proficient in performance standards
Strong knowledge of performance measurement standards is required.

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Strong Excel skills
Mandatory proficiency in Excel for data analysis tasks.

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Factset experience preferred
Experience with Factset enhances performance reporting capabilities.

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Exceptional communication skills
Strong written and verbal skills for stakeholder engagement.

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