Performance and Reporting Analyst

at  Equity Trustees

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 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.

• 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