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Performance Reporting Analyst

LonsecSydney, Australia

9 days ago

Job description

We are recruiting a Performance Reporting Analyst to join our Sydney team on a full-time basis. This role will provide a steppingstone into working within the financial services industry for anyone with a particular interest and focus on investments, research and portfolio construction.

The role of the Performance Reporting Analyst is to work with Lonsec's Sydney based Investment Solutions team to :

Provide comprehensive reporting solutions to our clients including performance analysis and data analytics.
Develop and maintain quantitative analysis and inputs for the LIS model and managed portfolios.
Work with consultants on client responsibilities
Work with LIS team on internal meeting reporting requirements
Key Responsibilities

Reporting :

Manage the monthly and quarterly client reporting process

Incorporate data analysis into designated ongoing reports

Working on various tools to produce factor analysis, liquidity analysis and portfolio stress testing for managed account portfolios

Use analysed data to create reports

Identifying process improvement opportunities

Preparation of Portfolio Reports for Investment Committees (review and evaluate attribution, portfolio characteristics and asset allocation)

Developing further client reporting capabilities through the direction of the investment consulting team

Assist with the quantitative analysis, tools and inputs.

Publish reports via Lonsec's proprietary Adviser Portal on iRate.

As part of the reporting responsibilities, Data Collection and Analysis is key :

Interpret data and analyse results using statistical techniques

Identify anomalies in various data sources

Filter and "clean" data

Prerequisite Skills and Experience

Understanding of the services of an asset consultant, research house, or fund manager, with an emphasis on skills on performance reporting.

Excellent writing skills and attention to detail - a strong ability to synthesise and distil financial information down to key concepts and convey this in written form efficiently, clearly and concisely.

Expertise in Microsoft Excel and a strong working knowledge of Word, PowerPoint and Adobe Acrobat

Research skills - ability to manipulate and analyse data.

Strong organisational and time management skills - meet deadlines and coordinate and manage various tasks at a time (and reprioritise as new tasks come to hand).

A clear and demonstrable understanding of investment markets and major asset classes within the funds management industry, with a particular strength in and understanding of asset allocation.

Stong communication and relationship management skills to enable liaising with external clients with the ability to effectively handle queries and concerns.

Ability to work as part of a close knit team as well as autonomously while taking responsibility for meeting personal objectives.

A demonstrable interest in finance and investments

Essential qualifications

An undergraduate degree in a business or mathematical based discipline (science or engineering) e.g. BComm, BBus, BA, BEc, BSc, BApSci

Plus one of the following is preferred but not essential;

Honours Year

Certified Investment Management Analyst (CIMA)

CFA level 1

Post Graduate Diploma in Finance / Management / Commerce / Financial Planning

Master of Business Administration / Economics / Commerce / Applied Finance

Plus a minimum of 12 months relevant industry work experience

Working for Lonsec

We are Australia's leading financial research company, rating more funds, stocks and managers than our competitors. Our values lead our culture, centred around the principles of Client Focus, Innovation, Integrity, Independent Thinking, and Collaboration.

What we offer :

Ongoing flexible working arrangements - We have offices in Melbourne and Sydney, but offer the opportunity to work Australia wide.

Family friendly work-life balance

Dress for your day" in both Sydney and Melbourne offices

Life Leave" - bonus day of Annual Leave a year for life events eg. moving house, weddings, child's first day of school

Paid parental-leave

Volunteer leave

Genuinely open and supportive culture with an approachable executive team

Ongoing training and professional development

Mentor groups

Wellness program

Social and charity events

How to apply

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Reporting Analyst • Sydney, Australia

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