We're looking for an experienced Investment Analyst to join our team and play a key role in investment performance and portfolio analytics.
Requirements
- Experience within investment management, superannuation, asset servicing, custody, or broader financial services
- Previous exposure to investment performance, portfolio analytics, investment reporting, or investment operations
- Strong understanding of investment products and performance calculations across multi-asset portfolios
- Advanced Excel capability including pivot tables, lookups, and performance calculations
- Experience working with investment systems and data platforms such as FactSet, Bloomberg, Morningstar, or similar
- Exposure to VBA, Power BI, or reporting automation tools will be highly regarded
- Strong analytical and problem-solving skills with a high level of accuracy and attention to detail
- The ability to confidently communicate with stakeholders across the business
- A proactive mindset with a willingness to challenge processes, explore improvements, and think beyond the status quo
Benefits
- Competitive salary
- Opportunities for career growth and development
- Collaborative and dynamic work environment