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May

Performance & Reporting Analyst

Kew Physiotherapy Centre - Melbourne, VIC

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

  • Outstanding role with career progression - learn about all investment products
  • Deliver expertise to the investment teams of both the W&CM platform & our JV partners
  • We're for real wellbeing

Your role

This is an exciting opportunity for a high calibre, experienced individual to join Australian Unity's Wealth & Capital Markets platform. Wealth & Capital Markets comprises the Advice, Investments, Life & Super, Property, and Trustees business units. The strategic purpose of the platform is to link the organisation's valuable efforts in helping Australians secure their financial wellbeing with capital and social infrastructure needs of the communities. The platform has circa $12bn in assets under management across a range of asset sectors including Cash & Fixed Interest, Australian & International Equities, Property, Mortgages and Life & Super.

In joining as the Performance & Reporting Analyst, your primary objective will be to assist the Senior Performance Analyst in providing analytical and reporting support to the investment teams of both Wealth & Capital Markets and our joint venture partners. This involves providing performance and attribution for all asset sectors and managing associated reporting outcomes for all portfolios and clients.

You will be required to develop a deep understanding of Wealth & Capital Markets products and use this understanding to assist in the development of value-add reporting, alongside analytical support.

Success in this position will be contingent on your ability to build and maintain effective stakeholder relationships across the platform, including Investments, Product, Marketing, Legal, Compliance, Operations, Distribution and Finance.

This position is permanent and based in our Melbourne office (271 Spring St).

About you

We are searching for a professional who will join us in striving to live our values of bold, warm and honest in everything we do. By living out these values, we can show up as Real Life Changers for our members, customers, colleagues and the wider community.

Additionally, you will bring to the role:

  • Tertiary qualifications in Commerce or a related field
  • 2-5 years' minimum commercial experience and proficient knowledge of performance standards
  • Ideally, experience with FactSet, Bloomberg, IRESS

Your experience will be strengthened by the exceptional interpersonal and communication skills you have developed and the genuine passion for excellence applied to your work.

What makes us, us

There are four key attributes that set us apart:

  • Good people: We strive to set ourselves apart through the capability, warmth and expertise of our people.
  • Wellbeing experts: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
  • Long-term commitment: As a member-owned company, we've been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
  • Driving positive impact: Everything we do is focused on making a positive difference at a personal, community and societal level.

All these things are infused with our values of bold, warm and honest

For a discussion in confidence about this opportunity or to receive a copy of the PD, please contact Cam Larkin, Talent Acquisition Lead, 03 8682 6138. www.australianunity.com.au/careers

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres Strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.

Should an applicant be the preferred candidate, background checks (including police checks, reference checks, ASIC banned and disqualified persons and bankruptcy checks) will be completed prior to the candidate's employment being confirmed. The outcomes of the background checks do not automatically bar candidates; however, will be assessed against the inherent requirements of the job.

Recruitment Agencies

Please be advised that Australian Unity does not accept unsolicited resumes from Recruitment Agencies. Australian Unity will not recognise an entitlement to an introduction or placement fee unless the Agency has been briefed by a member of the Talent Acquisition team on a specific position for which we have requested candidates for.