Job Description

The Performance Reporting Coordinator has primary responsibility to provide efficient and effective co-ordination and collation of performance management data, Client Key Performance Indicator information and reporting of business-as-usual metrics. This will support a high performing organisation.

The successful candidate will work closely with the Service Delivery Managers, Operations teams, Production Support teams and Application support teams to collate and review operational & performance data to establish performance metrics and look for opportunities to benchmark the services, learn and identify areas for improvement.

Role Responsibilities

• Preparation of Client Key performance indicators including monthly reports, performance dashboards and performance reports.

• Supporting the development of targets and performance indicators

• Performance analysis for teams and/or projects including sourcing, formatting and presenting data securely in a range of relevant formats.

• To provide performance analysis (where appropriate) to support continuous improvement of services.

• To use information technology software to provide accurate, timely and informative reports that support of decision making.

Primary requirements

• Solid communication skills, both internally and with clients

• Experienced with data collation & reporting

• Strong Excel, PowerPoint and ideally Power BI skills

• Prioritization and delegation skills – sense of urgency

• Demonstrates an ability to cope with tight deadlines

• Demonstrates high professional standards and a feeling of personal accountability for FNZs performance

• Is comfortable acting on own initiative

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.