About the job

About the role

The Reporting Analyst is responsible for delivering accurate and timely client reporting to institutional and wholesale clients across Australia. Based in our Sydney office and reporting to the Client Reporting Manager within Global Client Operations, the role supports the ongoing development of the reporting function through technology and process improvements, while partnering with stakeholders across sales, client services, and technology teams.

Please note this is a 12 month FTC

Your day to day

• Produce monthly and quarterly pooled and mandate reports for institutional clients.
• Respond to ad hoc client reporting requests, including commentary and holdings reports.
• Support reporting and data requests from Distribution teams, clients, and audit stakeholders.
• Develop and enhance customised reporting templates and reporting solutions.
• Contribute to the ongoing development of the client reporting function and best-practice processes.
• Identify and implement opportunities to improve reporting efficiency, quality, and timeliness.

Your experience and skills

• Strong analytical and problem-solving skills, with an interest in developing technical capabilities over time.
• An understanding of data and the ability to work with moderately complex datasets.
• Experience using reporting tools and systems, with a willingness to learn new technologies.
• Strong organisational and project management skills, with the ability to manage competing priorities and meet deadlines.
• An interest in industry trends, technology, and best practices in client reporting.
• A degree in Commerce, Economics, Business, Finance, or a related discipline is preferred.
• Experience supporting continuous improvement initiatives, including process optimisation and the effective use of systems and technology.

About us

First Sentier Group is a global asset management group providing high quality, differentiated and relevant investment capabilities aiming to deliver exceptional investment performance for our clients and profitable growth for our shareholder.

We do this through our independent teams of active, specialist investors who share a common commitment to responsible investment principles. We are a global asset management business and the home of investment teams AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners and RQI Investors. All our investment teams – whether in-house or individually branded – operate with discrete investment autonomy, according to their investment philosophies.

Our commitment to Diversity, Equity & Inclusion (DE&I)

We value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it’s the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

If you require any adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.

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