Performance and Data Analyst - FactSet
- Test and validate FactSet functionality, portfolio set-ups, data feeds, analytics, risk metrics and performance calculations.
- Integrate performance outputs with internal databases and client reporting, track issues and coordinate UAT sign-off.
- Bring investment performance reporting experience, strong analytical skills and ideally hands-on FactSet, QA testing, SQL or scripting experience.
Our client is a leading Australian Investment Management firm seeking an experienced Performance and Data Analyst to join the Operations team on a contract basis for approximately 3 months.
The business manages a range of retail funds alongside portfolios for institutional clients. This is a newly created role due to the company investing heavily in its technology stack to strengthen the accuracy and consistency of investment performance and client reporting. In this role, you will take responsibility for validating the functionality, accuracy and performance of FactSet.
Key Responsibilities:
- Design, document and execute test plans and test cases for the FactSet, including set-up of portfolios within the platform.
- Validate data feeds, portfolio analytics, risk metrics and performance calculations against expected outputs.
- Integrate performance outputs into the firm’s proprietary database and downstream client reporting suite.
- Identify, log and track issues through to resolution using Jira (or equivalent).
- Collaborate with Investment Operations and Performance Reporting teams.
- Coordinate and conduct UAT sign-off.
- Document test results and produce clear reports for stakeholders.
Skills & Experience:
- Experience in performance reporting for managed investment schemes, including portfolio analytics, benchmarks and risk/return metrics.
- Prior hands-on experience with FactSet
- Software or systems quality assurance testing experience.
- Experience with client reporting and an understanding of the wider investment management business.
- Exposure to SQL or scripting for data validation and test automation.
- Background in asset management or funds management
- Strong analytical and problem-solving skills, with high attention to detail.
- Clear written communication skills and comfortable working with large datasets.
Benefits:
- Exposure to performance reporting, data and the wider investment management business.
- Work with a close-knit, small team.
- Competitive remuneration package.
Please apply now or reach out directly to Francesca Mackenzie at **************************** for a confidential discussion.
Consultant
Francesca Mackenzie
Principal Consultant
************
****************************
Reference number: 13073
Profession:Investment Management
Company: Keegan Adams
Date posted: 3rd Nov, 2026
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