CareerPlan

Manager Investment Reporting & Analysis

Sydney, New South WalesFull-time2026-10-17 → 2026-10-22

Core

Lead investment reporting, analysis, and governance for a ~$2.4bn portfolio to support senior executive decision-making and capital allocation.

Role type

Manager, Investment Reporting & Analysis

Builds

Group-wide investment spend reports, governance processes, and strategic insights for the CEO, CFO, and Board.

Domain

Banking / Financial Services

Deliverable

dashboards & analysis

Required skills

CA or CPA qualification, advanced Excel, financial analysis, stakeholder management, strategic planning, risk assessment, commercial judgement

Preferred skills

Tableau, Alteryx, Power BI

Responsibilities

Deliver Group-wide investment spend reporting and analysis; manage key investment governance processes; partner with stakeholders to allocate and prioritize the investment portfolio; prepare reporting for Profit Announcements; support external investment due diligence; drive continuous improvement in reporting processes.

Seniority

Manager, hands-on IC with strategic oversight