Investment Performance Analyst
Employment Info
JOB DETAILS
Requirements
- 3-5 years of relevant experience in investment performance measurement within investment management or banking, with a strong focus on fixed income
- Proven ability to extract, transform, and interrogate data using SQL and Excel, with a keen eye for data quality and integrity
- Strong analytical mindset – you spot issues in data, ask the right questions, and communicate findings with clarity
- Experience preparing and presenting performance results and insights to senior stakeholders and leadership teams
- Relevant tertiary qualification in Finance, Economics, Business, or a quantitative discipline – or equivalent industry experience
Responsibilities
- Calculate and report investment performance returns across a range of funds and strategies, delivering monthly dashboards to the Group CIO and Investments Leadership Team
- Own the SQL-based performance database, including data extraction, reconciliation, and quality assurance to ensure accuracy and integrity
- Prepare investment performance reports and ad hoc analytics for Portfolio Managers, senior leadership, and key stakeholders across the business
- Identify and implement opportunities to streamline reporting processes and automate workflows
Desired Qualifications
- Experience with Power BI or similar visualisation tools – a nice-to-have, not a prerequisite
- Background in front-office performance reporting (rather than finance/back-office)
- Familiarity with performance attribution across multiple asset classes
- Willingness to grow data skills further in a supportive, technically strong environment
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