Investment Data Analyst - Funds Management

Up to $130K package plus bonus


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 5811 or apply via the attached email link.
Reference Number: 940603
Contact Details: Daniel Ong | Matt Mcgilton | 03 8804 5811