Investment Performance Analyst

Investment Performance Analyst

Contract Type:

Contractor

Location:

Sydney - NSW

Industry:

Banking & Finance

Contact Name:

Contact Email:


Contact Phone:


Date Published:

10-Jul-2025

We’re seeking an Investment Performance Analyst  for a leading investment manager. You’ll play a key role in performance reporting and attribution analysis, ensuring stakeholders receive timely, accurate, and actionable investment insights across a range of portfolios and asset classes.

Key Responsibilities: 

  • Calculate and validate portfolio performance using unit price-based returns.
  • Deliver daily, monthly, and quarterly performance and attribution reports to internal teams and clients.
  • Analyse performance dispersion to identify key drivers of return.
  • Reconcile investment data including market values and cash flows.
  • Build strong working relationships across internal stakeholders and external clients.
  • Ensure timely and accurate reporting in line with internal procedures and deadlines.
What You’ll Bring:
  • At least 2 years of experience in investment performance analytics.
  • A strong grasp of different investment instruments and asset classes, including equities and fixed income.
  • Sharp analytical and problem-solving skills with high attention to detail.
  • Ability to manage multiple priorities and work to tight deadlines in a fast-paced environment.
  • Excellent communication skills and a collaborative, solutions-focused mindset.
APPLY NOW or email your CV to molly@gowrecruitment.com 

APPLY NOW
APPLY NOW

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