Senior Performance Reporting Analyst, Investments (Investment Returns) at Rest

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

09 Jul, 26

Salary

0.0

Posted On

10 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Performance reporting, Investment attribution, FactSet, Financial analysis, Regulatory reporting, Derivatives, Data analysis, Stakeholder management, Mentoring, Risk reporting, Portfolio management, Investment analytics, Bloomberg, Unit pricing, Time-weighted returns, Money-weighted returns

Industry

Financial Services

Description

Company Description Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders Please note Rest does not accept speculative resumes from recruitment agencies Rest will review applications prior to the closing date and may close the role earlier Job Description Great Opportunity - Be Responsible for measuring and reporting the performance and attribution of the REST’s multiple investment strategies (Options) Certificate in Investment Performance Measurement (CIPM®) Preferred Location: Sydney, Melbourne or Brisbane Hybrid Working - A Blend of CBD Office and Remote Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support nearly two million members, with around $86 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome. Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do. Join Rest as a Senior Performance Reporting Analyst and play a key role in how we measure, explain and communicate the performance of our investment options. You’ll help shape the performance reporting framework – people, processes and systems – and support the Manager in leading day‑to‑day operations of the team. In this role you will: Deliver accurate, timely performance, exposure and attribution reporting for internal and external stakeholders Monitor regulatory developments (including APRA Performance Tests) and provide clear analysis and commentary Develop and maintain the Whole of Fund attribution model and share insights on drivers of performance Oversee daily performance reporting from our custodian and support continuous improvement of processes Contribute to regulatory reporting (e.g. APRA, RG97, portfolio holdings, OTC derivatives) Partner with Investment Analytics and other stakeholders to enhance and automate reporting using tools such as State Street Alpha / Charles River and FactSet Provide guidance and mentoring to Performance Reporting analysts Qualifications Degree or qualifications in Commerce, Finance, Mathematics, Information Management or a related field Experienced in analytics, risk or performance reporting in an investment, custodian or vendor environment Skilled in FactSet and Whole of Fund attribution models, including notional exposure of derivatives (FX forwards, equity and fixed income futures) Strong knowledge of performance calculation methods (unit price, time-weighted, money-weighted) and how derivatives impact returns CIPM preferred; CAIA or CFA highly regarded Proven ability to interpret and clearly explain performance attribution results to portfolio managers and senior stakeholders Experience with investment data solutions (e.g. FactSet, Bloomberg, custodian data services, front-office platforms) Excellent communication, problem-solving and stakeholder skills, with a track record of owning end-to-end workflows and driving improvements Additional Information Our benefits have been designed so you can tailor your experience with us and include: Personal and professional development opportunities Hybrid working Purchase leave scheme and gender neutral 16 weeks paid parental leave Super Contribution Continuation for 12 Months of parental leave Linkedin Learning Income Protection Insurance Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours) Rest Stops - meeting free breaks If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now. Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best. We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks. Please note only people with the right to work in Australia will be considered. *Funds under management as at 30 June 2024. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.

Responsibilities

The Senior Performance Reporting Analyst will measure, explain, and communicate the performance of investment options while shaping the reporting framework. They will also monitor regulatory developments, oversee custodian reporting, and provide mentorship to team members.