Investment Reporting Analyst
Fantastic opportunity to produce timely and accurate Investment Reports for NAB Wealth entities
Summary about this job
Analysis & Reporting
Company: National Australia Bank
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-3-9824-8744
Fax: +61-7-5970-1422
E-mail: n\a
Site: n\a
Detail information about job Investment Reporting Analyst. Terms and conditions vacancy
- Provide timely and accurate investment reports
- Deliver initiatives and improvements
- Dynamic team environment
About NAB
At NAB, we believe success comes from our people. We're committed to supporting your talent and skills through your career, as you help us build a culture that affects change for our customers - and for the community too.
If you're ready for the next step, the opportunity starts right here.
About the Role
Working closely with the Investment Reporting Lead, this role will see you produce timely and accurate Investment Reports (quantitative reports such as performance, asset allocation, etc.) for NAB Wealth entities, within reporting service standards, for internal and external consumers. You will minimise risk to the organisation by ensuring compliance with applicable legislation in delivery of reporting. In addition, this role will design, co-ordinate and deliver initiatives and improvements to the Investment Reporting systems and processes.
Responsibilities include however are not limited to:
- Prepare and deliver accurate and timely periodic reporting
- Ensure integrity in the information reported and liaise as needed with other team members to resolve data quality issues
- Perform calculations, run system queries, relevant to the accurate provision of performance reporting or forecasts
- Support and champion change initiatives and projects utilising analytical skills and Investments knowledge
- Respond and resolve inquiries from clients and suppliers in relation to reports and data supplied by the team
- Have full knowledge of the business processes which create the data and the data sources that input into the reports
- Maintain market information, data and statistics for all Wealth Management Products and Investment Options for NAB Wealth entities
About You
This role will suit someone who has sound knowledge of investments, investment options and products, along with a high attention to detail and proven time management skills. You will have strong data management and reporting skills.
If you have the skills and drive that we are looking for, we would love to hear from you
https://www.nab.com.au/about-us/careers/join-nab/Recruitment-privacy-policy