Investment Performance Analyst
vor 2 Wochen
Join to apply for the Investment Performance Analyst role at Vanguard Australia More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Vanguard Group still operates under this model, with no external shareholders, meaning no share prices to protect and no profits to generate for outside owners. Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. Vanguard Australia has supported individual investors, financial advisers, and superannuation members for over 25 years to achieve their long-term financial goals. The Team & Opportunity Vanguard seeks a skilled Performance Analyst to join our Investment Performance Analysis & Attribution (PA&A) team in Melbourne. In this role, you will contribute to the investment process by delivering accurate, insightful performance analysis to the Investment Management Group (IMG). Responsibilities include resolving complex performance challenges, improving attribution models, and fostering continuous process improvements. You will also mentor fellow analysts, promoting a culture of excellence and collaboration. Duties & Responsibilities Guide and develop other Performance Analysts in measuring, analyzing, and interpreting the performance of Vanguard's Funds, ETFs, and SMAs. Deliver and oversee accurate performance analysis, reports, and technical requests. Research and resolve complex performance issues. Lead solutions for complex performance and attribution modeling and process improvements. Provide insightful analysis and commentary to support Product Management and Distribution. Collaborate with Risk Management and Fund Financial Services to ensure efficient performance & attribution processes. Offer Investment Performance expertise in projects, presentations, and client meetings. Review and update calculation methodologies as needed. Participate in special projects and perform other duties as assigned. Qualifications Experience in a Financial Services role. Undergraduate degree or equivalent experience; Accounting or Finance degree preferred. Preferred: CIPM or CFA qualifications. Inclusion Statement Vanguard values diversity and inclusion, guiding every decision with integrity. We aim to build diverse, inclusive teams that reflect our clients, empowering our crew to contribute their unique strengths. When our crew feels valued and included, collaboration and innovation thrive, helping us fulfill our purpose: to serve investors fairly and help them succeed. Additional Details Seniority level: Associate Employment type: Full-time Job function: Analyst Referrals can increase your chances of interviewing at Vanguard Australia by 2x. #J-18808-Ljbffr
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Investment Operations Analyst
vor 3 Wochen
City of Melbourne, Österreich HESTA VollzeitInvestment Operations Analyst - Performance More than one million Australians trust HESTA with their money. HESTA is a top‑performing industry super fund working for real‑world impact. We use our expertise and influence to deliver strong long‑term returns while accelerating our contribution to a more sustainable world. As the Investment Operations...
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Investment Operations Analyst
vor 2 Wochen
City of Melbourne, Österreich HESTA VollzeitInvestment Operations Analyst - Performance More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world. As the Investment Operations Analyst...
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Investment Operations Analyst
vor 4 Wochen
City of Melbourne, Österreich HESTA Super VollzeitInvestment Operations Analyst - Performance More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world. HESTA is also an inspiring and...
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Senior Investment Performance
Vor 7 Tagen
City of Melbourne, Österreich 126 Northern Operating Srvs Asia VollzeitA global financial institution seeks a Senior Investment Performance Analyst in Melbourne. You will manage client relationships, deliver investment performance analysis, and guide junior staff. The ideal candidate has 6-10 years of experience in investment analysis and exceptional client servicing skills. Advanced Excel proficiency is necessary. This role...
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Investment Performance Analyst — Attribution
vor 2 Wochen
City of Melbourne, Österreich HESTA VollzeitA top-performing super fund in Melbourne is seeking an Investment Operations Analyst to deliver investment performance reporting and insights. This role requires experience in performance analysis and skills in SQL and Python, along with the ability to manage stakeholders effectively. The position offers extensive benefits, including additional leave,...
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Investment Specialist
vor 3 Wochen
City of Melbourne, Österreich Clime Investment Mangement VollzeitA financial services firm in Melbourne is seeking an Investment Specialist to support senior analysts in delivering investment solutions. This role involves managing a portfolio of clients and providing strategic insights to enhance performance. Ideal candidates will have a bachelor's degree in finance or economics, solid analytical abilities, and excellent...
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Senior Performance
vor 1 Woche
City of Melbourne, Österreich Vanguard VollzeitA leading investment management firm in Australia seeks a Performance & Attribution Analyst to provide in-depth analysis and insights across investment portfolios. Candidates should have over 5 years of relevant experience, strong analytical skills, and a degree in Accounting or Finance. The position allows for hybrid work arrangements, promoting flexibility...
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Strategic Investment Performance Lead
vor 1 Tag
City of Melbourne, Österreich Vanguard Australia VollzeitA leading investment management company in Melbourne is seeking an experienced Lead Performance Analyst. In this role, you will deliver in-depth performance analysis and attribution for investment portfolios while providing actionable insights to stakeholders. Ideal candidates will have at least 5 years of relevant experience, an undergraduate degree in...
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Investment Analyst
vor 4 Wochen
City of Melbourne, Österreich Centorrino Technologies Vollzeit100 Capital Investments is a private investment company focused on generating long‑term value through strategic, disciplined, and diversified investment decisions. We invest across multiple asset classes including equities, venture capital, private debt, property, listed and unlisted assets, and operating businesses. A key strategic focus of 100 Capital is...
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Investment Analyst
Vor 6 Tagen
City of Melbourne, Österreich AIA Australia VollzeitJoin to apply for the Investment Analyst role at AIA Australia. Opportunity The investment analyst supports the implementation of portfolio decisions, risk reviews, budget analysis, legal document management as well as general administrative & operational matters. This is a full time permanent role, and we are accepting applications from Melbourne. Other...
