This range is provided by Perigon Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$140,000.00/yr - A$160,000.00/yr
The Company
Leading Australian investment management firm known for excellence in delivering superior client outcomes through ethical practices and collaborative innovation.
The Role
Ensure accuracy and integrity of investment performance data, attribution, and reporting processes. Collaborate with stakeholders to validate performance calculations and support regulatory compliance.
Key Responsibilities
* Conduct performance attribution and portfolio exposure analysis
* Validate monthly custodian performance calculations
* Manage internal/external performance reporting
* Enhance performance analytics databases and processes
* Monitor external manager performance and compliance
* Support regulatory reporting (ABS, APRA, ASIC, RG97)
* Assist with transition management and unit pricing validation
Requirements
* 5+ years in funds management or investment operations
* Strong background in performance attribution and analytics
* Experience with investment analysis and regulatory reporting
* Advanced Excel skills
* Bachelor's degree in Finance, Commerce, Economics, or Statistics
* Excellent communication and stakeholder management abilities
* Detail-oriented with proven multi-tasking capabilities
Join a high-performing team for this key project period.
Seniority level
Mid-Senior level
Employment type
Contract
Job function
Finance and Analyst
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