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About the Role

This role involves carrying out performance analytics, performance reporting, and investment reporting for all IFM Investors products. It includes conducting in-depth performance analysis, checking and overseeing analysts' work, and providing guidance. The position also supports the team in delivering quality reporting, managing schedules, and compiling analytical reports using various systems. Project work to improve processes and systems, monitoring outgoing communications, leading technical discussions, and contributing to risk identification are also key aspects. The role supports the wider Investment Operations and Client Services department.

Responsibilities

Carry out performance analytics, performance reporting, and investment reporting for all IFM Investors products.
Conduct in-depth performance analysis for a broad range of products and asset classes, including modeling, complex attribution analysis, and risk-return analysis.
Assist in checking and overseeing analysts' work to ensure accuracy and timeliness.
Support and provide guidance to Analysts for Performance and Risk Analytics related issues.
Support the team in providing quality reporting and ensuring technical competence and professionalism standards are met.
Organize, manage, and monitor the team’s schedule and inbox to ensure timely service delivery.
Provide coverage in compiling, analyzing, and producing performance and analytical reporting via B-One, FactSet, Bloomberg, and in-house systems.
Undertake project work to improve processes/procedures and departmental system usage.
Monitor the quality of outgoing communications to internal and external stakeholders.
Lead technical discussions with Clients, Investment teams, and IFM internal stakeholders.
Ensure all personal training records are maintained and kept up to date.
Contribute to the identification of emerging risks, trends, and developments in the support environment.
Participate in the implementation of solutions for identified risks and trends.
Apply and encourage a culture of continuous improvement to change or develop new practices and procedures.
Apply and encourage a culture of continuous improvement, innovative practice, and new procedures to achieve IFM's strategic business objectives.
Provide data and reports for internal IFM teams as needed.
Assist in new product development as directed.
Assist in providing feedback on operations and resources for IFM Investors’ product performance and reporting requirements, including systems.
Provide accurate and timely performance and reporting requirements, including product performance calculations, performance contribution and attribution versus benchmark calculations, population of periodic performance reports, population of key IFM performance and asset-based reporting, FUM and commitment reporting, and fund performance fee calculations.

Requirements

3-5 years of relevant experience in performance analytics/performance reporting roles at Asset Owners, Funds Management, Funds administration, or Custody firms within the financial services industry, servicing institutional investors.
Experience with Private Markets, Fixed Income, and/or Infrastructure asset classes is highly desirable.
Must be a team player with effective time management skills.
Ability to multi-task.
Ability to work independently with minimal guidance.
Ability to work effectively with other departments within the firm.
Dealing with large amounts of data with strong attention to detail required.
Ability to identify and undertake investigation of data inconsistencies.
Working within tight deadlines to provide consistently accurate reporting.
Fostering good relationships with various areas of the business, clients, and consultants.
Possess strong communication skills.
Knowledge of IFM Investors’ products and services.
Good understanding of all IFM asset classes.
Excellent performance analytics and attribution knowledge.
Very good investment market knowledge (including unlisted assets).
Highly developed and demonstrated problem-solving skills.
Highly developed and demonstrated analytical & numeric skills are essential.
Highly developed and demonstrated verbal/written communication skills are essential.
Experience with Bloomberg, FactSet, Aladdin.
Strong knowledge of MS Excel.
Some VBA knowledge.
Very good knowledge of FactSet (B-One, PA3 & SPAR).

Skills

Performance analytics
Performance reporting
Investment reporting
Modeling
Attribution analysis
Risk-return analysis
B-One
FactSet
Bloomberg
MS Excel
VBA
FactSet (B-One, PA3 & SPAR)
Communication skills
Time management
Problem-solving
Analytical skills
Numeric skills
Verbal communication
Written communication

Location

Australia
Europe
North America
Asia

Work Type

Hybrid
Flexible

Experience Level

3-5 years

Education Level

Tertiary qualification in commerce, economics, finance or related field
Post-graduate qualifications

Benefits

Competitive salary
Generous leave entitlements

About the Company

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private equity, private credit, real estate and listed equities.
Our purpose is to invest, protect and grow the long-term retirement savings of working people.
We believe healthy returns depend on healthy economic, environmental and social systems.
IFM Investors has built up scale, skill and expertise over 30 years.
With assets under management of approximately $267.6 AUD billion (at 31 March 2026), we prioritise the interests of over 849 institutional investors worldwide.
IFM operates from 17 offices across Australia, Europe, North America and Asia.
At IFM, you’re not just part of an investment company – but an invested one.
We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.
We have created a workplace that’s inclusive, accountable and collaborative.
We offer opportunities to make a meaningful contribution and grow your skills.
We encourage a workplace where you feel valued and supported.
Our hybrid and flexible approach is built around trust.
We encourage our people to manage their work life rhythm in a way that works best for them and their teams.

Equal Opportunity

IFM Investors is committed to promoting an inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives.
We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status.
We are committed to providing individuals with disabilities reasonable adjustments to participate in the job application or interview process.
Please contact us if you require specific support at any stage of the recruitment process at Careers@ifminvestors.com.