Investment Performance Analyst

Title: Investment Performance Analyst

Location: Sydney Australia

Job Description:

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.

Investment Performance Analyst

Investment Analytics | Sydney | Full-Time

The Opportunity

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 - built in-house, continuously refined, and 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. Stepping into this role, you will take ownership of a trusted, well-regarded capability, extend its analytical depth and ensure senior stakeholders continue to receive the timely, accurate insights they rely on.

What You Will Do

• 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

What We Are Looking For

We need someone who combines genuine fixed income performance expertise with the data skills to work confidently with a SQL-based reporting environment.

Essential

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

Advantageous

• Experience with Power BI or similar visualisation tools - a nice-to-have, not a prerequisite
• Background in front-office performance reporting (rather than finance/back-office)
• Familiarity with performance attribution across multiple asset classes
• Willingness to grow data skills further in a supportive, technically strong environment

The Team and Environment

The Investment Analytics team is a small group of high-calibre professionals embedded within Group Investments. You will sit at the intersection of front-office investment teams, product control, risk, and leadership - giving you broad exposure and genuine influence.

Why Challenger?

Working at Challenger means being part of a connected team that enjoys what they do. We're small enough to move quickly, and big enough to make meaningful change.

We support your growth and development, offer flexibility, and value the unique contributions people bring. We provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment including:

• 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 in recognition of the effort our people make.
• Subsidised on-site café and 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

Challenger's employee value proposition guides how we work: Grow and realise your potential, supporting each other, stronger together and making things happen. Our culture encourages curiosity, considered thinking and meaningful contribution, with opportunities to build a broad and rewarding career.

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.

Job type:

Permanent