Working closely with investment, portfolio management, risk and technology teams, you will play a key role in translating complex investment reporting requirements into practical data and technology solutions.
This is an opportunity for someone with a strong understanding of investment markets, portfolio analytics and derivatives reporting who can bridge the gap between investment stakeholders and technical delivery teams.
Key Responsibilities
- Partner with front-office investment teams to understand business requirements across investment reporting, analytics and portfolio management.
- Gather, document and translate complex investment requirements into functional specifications, user stories and process designs.
- Support the development and enhancement of investment reporting and analytics capabilities.
- Work across portfolio reporting, stress testing, liquidity reporting and investment performance analytics.
- Analyse reporting requirements relating to Total Return Swaps (TRS), derivatives and other complex investment instruments.
- Work closely with data, technology and development teams to deliver reporting and analytics solutions.
- Ensure reporting outputs are accurate, consistent and aligned with investment stakeholder requirements.
- Support data mapping, validation, reconciliation and UAT activities.
- Identify opportunities to improve reporting processes, data quality and investment analytics capabilities.
You will bring:
- Proven Business Analysis experience within investments, superannuation or funds management, delivering front-office investment reporting and analytics across investment performance, portfolio exposure, risk, stress testing and liquidity.
- Strong knowledge of Total Return Swaps (TRS), OTC derivatives and complex financial instruments, including associated reporting, collateral and counterparty exposure requirements.
- Hands-on experience with BlackRock Aladdin, particularly across investment data, portfolio analytics and risk reporting.
- Experience with investment data and platforms including GoldenSource, Ortec PEARL and BlackRock eFront, covering investment data management, performance attribution and private markets.
- Strong understanding of institutional investment environments, with the ability to engage effectively with Portfolio Managers, Investment Analysts, Risk and Technology stakeholders.
- Proven capability in requirements gathering, translating complex investment requirements into functional specifications, and supporting technology delivery, system enhancements and reporting transformations.
- Technical capability across SQL, data analytics and reporting technologies, including validating and interpreting complex investment data.
