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About the Role

This role sits within a small, high-calibre Investment Analytics team at a leading ASX-listed investment manager. The team has developed a robust, proprietary performance reporting capability, spanning a broad range of investment strategies and asset classes. The function has strong reach across the investment business, with regular engagement at CIO and Leadership Team level. You will take ownership of a trusted, well-regarded capability, extend its analytical depth and ensure senior stakeholders continue to receive timely, accurate insights.

Responsibilities

Calculate and report investment performance returns across a range of funds and strategies, delivering monthly dashboards to the Group CIO and Investments Leadership Team
Own the SQL-based performance database, including data extraction, reconciliation, and quality assurance to ensure accuracy and integrity
Prepare investment performance reports and ad hoc analytics for Portfolio Managers, senior leadership, and key stakeholders across the business
Identify and implement opportunities to streamline reporting processes and automate workflows

Requirements

3-5 years of relevant experience in investment performance measurement within investment management or banking, with a strong focus on fixed income
Proven ability to extract, transform, and interrogate data using SQL and Excel, with a keen eye for data quality and integrity
Strong analytical mindset - you spot issues in data, ask the right questions, and communicate findings with clarity
Experience preparing and presenting performance results and insights to senior stakeholders and leadership teams

Skills

Fixed income performance expertise
Data skills
SQL
Excel
Power BI or similar visualisation tools (advantageous)
Performance attribution across multiple asset classes (familiarity advantageous)

Location

Sydney

Work Type

Full-Time
Hybrid

Experience Level

3-5 years

Education Level

Relevant tertiary qualification in Finance, Economics, Business, or a quantitative discipline - or equivalent industry experience

Benefits

Discretionary bonus scheme
Employee share plan
Eighteen weeks paid leave for all new parents
Flexibility on when, and how, parental leave is taken
Challenger Day – one extra day off every year
Subsidised on-site café
Fantastic central location a stone's throw from Martin Place Metro
Additional support leave (fertility treatment leave, gender affirmation leaves)
Extra superannuation contributions
Access to Fitness Passport

About the Company

Challenger Limited is an ASX-listed investment management firm managing $128.2 billion in assets (as at 31 December 2025).
Life with us is fast moving and always exciting.
Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement.
We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
Our people bring their diverse backgrounds and perspectives to a workplace which is inclusive, flexible, and driven by our values – act with integrity, aim high, collaborate and think customer.
Our environment is one where our passionate teams can thrive.
Our people quickly discover that a role at Challenger is much more than just a job.
Our working environment is unique and encourages our employees to share their ideas and feel empowered to tackle new opportunities.

Equal Opportunity

We are committed to fostering a safe, inclusive and respectful workplace where people of all backgrounds, identities and ways of thinking can thrive, and promoting flexible working to support work-life balance.
Challenger is proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality, a Family Friendly Workplace and recognised as a Bronze Employer in the Australian Workplace Equality Index (AWEI), the national benchmark for LGBTQ+ workplace inclusion.