Investment Data Analyst - Funds Management

A newly-created role has arisen for an Investment Data Analyst at a reputable Melbourne-based fund manager.

  • Leading and reputable fund manager
  • Melbourne CBD location 
  • Flat-structured team environment | Excellent career development
Our client is a reputed international fund manager and is currently looking for a skilled Performance Analyst to join their team. This is a newly created opportunity for a performance analyst to be exposed to multiple facets of the business. With a flat-structured team environment, this unique role will help develop your skill further into a well-rounded investment professional.
You will be responsible for:
  • Liaise with external fund administrators to obtain data;
  • Oversee the performance measurement and attribution of fund portfolios;
  • Translate and manage performance spreadsheets and prepare performance reports for internal and external stakeholders;
  • Monitoring portfolio risk exposures and operational costs for funds;
  • Providing support to the Investment team regarding portfolio validation, investigations and commentary; and
  • Supporting the implementation of new portfolios and assisting on process improvement initiatives.
Technical Skills & Qualifications required include: 
  • Finance/Business degree qualified, with CFA, CIPM or other relevant qualifications highly desirable;
  • Proven experience in investment performance within an institutional fund manager, custody business or similar;
  • Highly organised, self-driven and excellent attention to detail;
  • Strong written and verbal communication and stakeholder management skills; and
  • Advanced analytical and problem-solving skills, including Excel and programming (VBA and SQL) preferred. 
This is an outstanding opportunity to join a fund manager. If you are interested in learning more about this position, please contact Matt McGilton or Daniel Ong at 03 8804 5*** or apply via the attached email link.
Additional information
  • Leading and reputable fund manager
  • Melbourne CBD location
  • Flat-structured team environment | Excellent career development