Analyst – Investment Performance and Regulatory Reporting
Core
Collate and maintain investment performance datasets, produce accurate regulatory reports, and ensure data integrity for a multi-asset superannuation trust.
Role type
Analyst, Investment Performance and Regulatory Reporting
Builds
Investment performance reports, regulatory submissions, and benchmark indices
Domain
Financial Services / Superannuation / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced Microsoft Excel (Power Query, VBA), SQL, Investment performance concepts, Data reconciliation, Data governance, Attribution analysis
Preferred skills
Investment performance systems experience, CFA or CIPM progress, Process automation
Technologies
Microsoft Excel, SQL
Responsibilities
Maintain and reconcile investment performance measurement systems; Perform data quality checks and exception management; Collate and maintain key datasets outside core systems; Support development of benchmark indices and composite calculations; Assist in attribution analysis; Coordinate with custodian and fund accounting teams for regulatory data; Provide analytical support to non-technical stakeholders; Support internal and external audit processes.
Seniority
Mid-level, hands-on IC