This role supports the Investment Management team by providing critical data reporting and analysis for Government Savings, Future Plan, and Copilot Retirement businesses
Job Summary
This role supports the Investment Management team by providing critical data reporting and analysis for Government Savings, Future Plan, and Copilot Retirement businesses.
The incumbent acts as the primary interface with Morningstar to troubleshoot issues, retrieve performance data, and ensure 100% accuracy in all investment reports.
Candidates must possess a Commerce degree in Finance with proven experience in flexible work environments and strong analytical skills to handle confidential client data.
Matching Summary
This role supports the Investment Management team by providing critical data reporting and analysis for Government Savings, Future Plan, and Copilot Retirement businesses.
Skills & Requirements
Must-have
Morningstar database skills
Microsoft Excel analytical modeling
2-4 years finance experience
Performance reporting accuracy
Data retrieval from external sources
Nice-to-have
FactSet or Bloomberg knowledge
Flexible day/night shift availability
Self-learner with decision making ability
Strong oral and written communication
Key Requirements
Commerce Graduate or Postgraduate in Finance
2-4 years of experience in Finance/Investment management
Proficiency in building analytical models using Microsoft Excel