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Senior Performance Reporting Analyst

ProfusionSydney, New South Wales, Australia

14 hours ago

Job description

Join to apply for the Senior Performance Reporting Analyst role at Profusion

130k-$140k + Super
Sydney CBD - Hybrid work arrangements
Leading multi-manager investment platform

Company Overview

This well-established Australian financial services firm operates a multi-manager investment platform offering diversified, actively managed portfolios through partnerships with specialist fund managers. The platform emphasises strong investment governance, data integrity, and transparent reporting to support financial advisers and their clients.

Role Overview

This is a newly created role for a Senior Performance & Reporting Analyst to join an Investment Operations team. This team plays a critical role in supporting investment operations, data management, and performance reporting for a suite of multi-manager portfolios.

Working closely with teams across investments, client services, and product, you’ll be responsible for managing performance and attribution reporting, ensuring accurate and timely delivery to a range of stakeholders including platforms, research houses, and clients.

You’ll also support broader product and performance analysis activities, including annual PDS updates and RG97 regulatory calculations. This is a hands-on, data-focused role that offers strong exposure to investment reporting processes and product governance in a dynamic, fast-paced environment.

Responsibilities

Ensure accuracy and completeness of performance and flows data in collaboration with the Data & Systems Analyst

Investigate and resolve data anomalies across reporting and analytics sets

Validate datasets and ensure quality of investment reports and dashboards

Produce daily, scheduled, and ad hoc performance and attribution reports

Ensure reports comply with regulatory standards and internal controls

Assist with design, testing, and implementation of new or updated reports

Manage RG97 data collection and calculations across investment products

Provide technical input for product and client servicing teams

Participate in investment or product-related projects as required

Build and maintain strong working relationships with data vendors and service providers

Skills & Experience

Min 3-5 years experience in a similar role

Strong understanding of investment reporting production and maintenance

High attention to detail

Excellent written and verbal communication skills

Highly organised, analytical, and confident working independently in a dynamic environment

Advanced Excel skills

What’s on Offer

Our client is a values-driven business that puts people first, clients, partners, and team members. They’re committed to delivering meaningful outcomes, not just services. It’s an environment where talented professionals are empowered to grow, think differently, and make a real impact.

Click on the ‘ APPLY’ button or call Melanie at +61 408 680 919

Profusion respect people, value diversity and are committed to equality.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

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Senior Performance Reporting Analyst • Sydney, New South Wales, Australia