Senior Performance Reporting Analyst, Investments (Investment Returns)
Full-time
Senior Executive
1 month ago
Great Opportunity - Be Responsible for measuring and reporting the performance and attribution of the REST’s multiple investment strategies (Opti.....
- Great Opportunity - Be Responsible for measuring and reporting the performance and attribution of the REST’s multiple investment strategies (Options)
- Certificate in Investment Performance Measurement (CIPM®) Preferred
- Location: Sydney, Melbourne or Brisbane
- Hybrid Working - A Blend of CBD Office and Remote
Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support nearly two million members, with around $86 billion of funds under management and are recognised as a responsible investment leader*.
We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome. Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.
Join Rest as a Senior Performance Reporting Analyst and play a key role in how we measure, explain and communicate the performance of our investment options. You’ll help shape the performance reporting framework – people, processes and systems – and support the Manager in leading day‑to‑day operations of the team. In this role you will:
- Deliver accurate, timely performance, exposure and attribution reporting for internal and external stakeholders
- Monitor regulatory developments (including APRA Performance Tests) and provide clear analysis and commentary
- Develop and maintain the Whole of Fund attribution model and share insights on drivers of performance
- Oversee daily performance reporting from our custodian and support continuous improvement of processes
- Contribute to regulatory reporting (e.g. APRA, RG97, portfolio holdings, OTC derivatives)
- Partner with Investment Analytics and other stakeholders to enhance and automate reporting using tools such as State Street Alpha / Charles River and FactSet
- Provide guidance and mentoring to Performance Reporting analysts
Official account of Jobstore.