Performance and Reporting Analyst

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.

Your New Role Looks Like This:

Join our Wealth and Capital Markets team as a Performance and Reporting Analyst, where you will 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.

Please note that this is a 6 month fixed term contract opportunity.

About You:

• Minimum of 3 years experience, with middle office experience highly preferable
• Undergraduate degree in Commerce or related field
• Proficient knowledge of performance standards
• Strong Factset experience (preferred)
• Bloomberg experience (preferred)
• IRESS experience (preferred)
• Strong excel skills (mandatory)
• Exceptional interpersonal and communication skills, both written and verbal.

What’s on Offer:

You will enjoy a range of great employee benefits and rewards including:

• Competitive salary 
• Enjoy additional yearly Well-Being and Community leave days
• Employee Assistance Program – support and assistance for you and your partner at those times in life when you need it most
• Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
• Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more!
• Available access to LinkedIn Learning courses through our great Learning platform

For further benefits visit: https://www.australianunity.com.au/careers/culture

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.