Data & Reporting Analyst, Investment Governance
Core
Support investment governance frameworks by validating data, monitoring key triggers, and preparing reporting for senior management and Investment Committees.
Role type
Data & Reporting Analyst (Investment Governance)
Builds
Dashboards and reporting tools for governance forums
Domain
Financial services / Investment management
Deliverable
dashboards & analysis
Required skills
Data validation, reconciliation, anomaly investigation, reporting, process documentation, stakeholder communication
Preferred skills
Power BI, SQL, Python, Excel, investment products knowledge, APRA prudential standards (SPS 530), investment data platforms (FactSet, Morningstar)
Technologies
Excel, Power BI, SQL, Python, FactSet, Morningstar
Responsibilities
Collect and validate investment governance data from multiple sources; maintain governance datasets and reporting calendars; support recurring monitoring of liquidity, valuation, performance, and stress testing; prepare dashboards for management and Board forums; track triggers and control exceptions; build and improve reporting tools.
Seniority
Mid-level (2-5 years experience)
