Management Information Data Analyst 

May 6, 2026
Application ends: August 5, 2026
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Job Description

Responsibilities:

  • Maintain data to support process tracking, analysis, insights and oversight across  functions in Australia.
  • Liaise with stakeholders to enhance controls within commonly used Wealth Management Tools.
  • Provide support on Change Projects, presentations, data remediation and procedures.
  • Conduct ad-hoc data analysis and implement data remediation actions as required.  
  • Support Head of Account Management with enhancing regulatory reviews and processes that require Adviser engagement and client outreach.

Knowledge / Skills

  • Strong MS Excel skills. 
  • Strong knowledge of VBA  – experience building dashboards and tracking using VBA.- REQUIRED
  • High attention to detail and an analytical mindset.
  • Self-motivated and enthusiastic.
  • Ability to adapt and work efficiently in a fast-paced environment.
  • Ability to work both independently and as part of a broader team.
  • Strong communication skills, both written and oral.

 Education and Experience

  • Bachelor’s degree required or equivalent education or experience.
  • 1-3 years plus relevant working experience in the financial services industry preferred.
  • Ideally with previous experience in role that required data analysis

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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