Sydney
Asset Management
Permanent
A leading global asset manager seeks a Client Investment Reporting Analyst or Associate for their global Client Account Services division in Sydney. This newly created role is responsible for providing clients with custom and standardised reports on topics including performance, analytics, attribution, compliance and enterprise risk.
Responsibilities:
* The end-to-end production and distribution of repeatable and ad-hoc client reporting packages for specified business unit(s) involves sourcing data from various systems, coordinating with internal teams, compiling data into different systems or software, and distributing via the reporting platform.
* Production timeliness must meet quality and compliance requirements.
* Liaison with internal stakeholders on client report requirements and enquiries involves negotiation, establishment, and management of deadline feasibilities, prioritizing other requirements with these stakeholders, while managing the client/distribution team's expectations.
* Process improvement opportunities are identified to improve client service, operational efficiency, and/or output quality.
* Firm-wide initiatives and system enhancements are participated in as a subject-matter-expert in client reporting.
* An informal resource is provided for colleagues with lesser experience.
Experience:
* An associated degree and 2-4 years' experience working in the Asset Management industry, with client reporting experience preferred.
* A good understanding of investment and fund industry, including performance and investment strategies, is required.
* Strong technical skills on Excel and Powerpoint are preferred.
* The ability to work independently and learn new technology and/or processes quickly is necessary.
* The ability to work under pressure and meet tight deadlines is required.
* Detail oriented individuals with excellent written and verbal communication skills are preferred.
* Strong organisational skills are essential.