Job 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, ****** 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.
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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The Senior Performance Reporting Analyst, Investments (Investment Returns) position is now open for candidates interested in the Back Office Jobs sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.