ABOUT US

Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community.
As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.
For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.

Join our Wealth and Capital Markets team as a Performance & Reporting Analyst, where you’ll play a key role in delivering insights that drive investment decisions.
In this role, you’ll support the Senior Performance Analyst by providing performance analysis, attribution, and reporting across a diverse range of asset classes. You’ll have the opportunity to work with internal investment teams and joint venture partners, ensuring accurate performance measurement and value-add reporting that supports strategic decision-making.

Key Responsibilities Include:

• Performance Analysis & Reporting: Calculate internal rate of return (IRR) and time-weighted returns, ensuring accurate benchmarking for listed and unlisted assets.
• Attribution & Risk Analysis: Investigate investment decisions and their impact on performance through detailed attribution and risk assessments.
• Stakeholder Engagement: Respond to queries from portfolio managers, marketing teams, and research houses, providing meaningful insights.
• Process Improvement: Contribute to the ongoing enhancement of performance analytics processes and procedures.
• Quality Assurance: Work alongside the Senior Performance Analyst to ensure data accuracy, model integrity, and robust reporting.
• Data Management: Maintain and load relevant performance and asset information into reporting systems for seamless analysis.
• Collaboration: Liaise with internal and external stakeholders to deliver timely and accurate performance reports.