Business Data Analyst // Investment Performance & Reporting

Project overview

We're looking for a Business Data Analyst with investment reporting experience to support a major platform transformation within a financial services organisation.

You'll combine business analysis and data investigation with day-to-day performance reporting. Working across investment, product, technology and operations teams, you'll help improve reporting accuracy, strengthen controls and support the transition to a new platform.

Responsibility

• Gather requirements and translate them into clear specifications and test cases.
• Deliver portfolio performance reports and ad hoc analysis, investigating data and reporting issues.
• Assess the impact of platform changes on data, calculations, processes and reporting outputs.
• Support process redesign, automation, data enhancements and control improvements.
• Coordinate testing/UAT, cutover readiness and post-implementation support.
• Manage stakeholder queries, risks and dependencies, keeping delivery teams aligned.
• Maintain reporting methodologies, procedures, data definitions and control documentation.

Requirements

Knowledge of benchmarking, performance attribution and time-weighted returns will be highly regarded, along with CFA or FRM study or qualifications.

If you want a confidential chat, please email me at [contact removed]

• Experience in investment performance, market risk, fund or client reporting within asset management, superannuation or a related environment.
• A sound understanding of financial instruments and portfolio concepts, including equities, fixed income and derivatives.
• Business analysis and change experience covering requirements, stakeholder engagement, testing and implementation.
• Confidence analysing large datasets and working with investment data and reporting tools, such as Bloomberg or FactSet.
• Strong attention to detail and a practical approach to data quality and reporting controls.
• Clear communication skills and confidence working with senior stakeholders.

Project details

• Start: flexible
• Location: Sydney, Australia, AU
• Rate: 100-125 EUR/h