Performance and Reporting Analyst

We have a fantastic opportunity for you to join us as a Performance and Reporting Analyst. You will assist with the delivery of investment reporting on a weekly, monthly, and quarterly basis. You will also enjoy contributing to projects, that aim to deliver new business capabilities and enhancements to client deliverables.

About the role:

• Completion of monthly/quarterly reporting cycle, Investment mandate reporting
• EQT/ETWSL common fund/managed scheme reporting (monthly and quarterly)
• Contribution/attribution analysis on EQT-managed portfolios
• Aggregation of various reporting for investment committees.
• Performance Reports for EQT Management's Consumption
• Maintenance of external data and performance measurement platforms
• Contribute to business projects.
• Assist and implement the optimal 'future state goal' for the team

What you'll need to succeed:

• Experience in Performance measurement or similar
• Knowledge of performance/attribution methodologies and processes
• Understanding of key risk metrics regarding performance measurements
• Experience with a Performance measurement platform highly regarded
• Experience with calculations of income, capital, and franking credit highly regarded
• Understanding of performance standards, local and global (GIPS, FSC Standards 6, 10; FSC Guidance Notes 1, 25; ASIC RG53) would be viewed favourably
• Strong computer skills, particularly MS Excel, Word and Bloomberg
• The ability to write VBA macros would also be highly regarded
• Tertiary qualification in Business, Accounting, Finance, or other related discipline.
• .Professional qualifications such as CIPM and CFA come highly regarded

What we can offer you:

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
• Discounted tax and estate planning services
• Great central CBD location, Modern office fit-out and end-of-trip facilities.
• Flexible/Hybrid working environment

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

Agencies please note that this vacancy is being managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.