Our client is an Australian investment organisation seeking a junior Data Officer to support its Investments and Investment Services teams.
You’ll help prepare investment pipeline and portfolio reporting, check data from multiple sources and ensure information is accurate before it is shared with senior stakeholders. This is a great opportunity for someone with strong Excel skills who enjoys working with data and wants broader exposure to investments.
Data Officer | 6-month fixed-term contract
Key Responsibilities
Prepare regular and ad hoc reports on investment opportunities and pipeline activity.
Extract, collate and validate data from multiple sources.
Maintain reporting templates, data repositories and dashboards.
Reconcile reporting outputs and investigate discrepancies.
Support the preparation of Executive, Committee and Board reporting.
Help improve data quality and reporting processes.
Skills & Experience
Experience in a data, reporting, operations or analyst support role.
Advanced Excel skills and confidence working with large datasets.
Strong attention to detail and a focus on data accuracy.
Good organisation skills and the ability to meet deadlines.
Clear communication skills and confidence working with stakeholders.
Power BI, CRM systems or investment reporting experience would be advantageous.
Benefits
- Gain exposure to investment reporting and senior stakeholders.
- Work across Investments, Finance, Risk and Operations.
- Develop your reporting and data skills in a collaborative team.
This role can be based in Sydney, Melbourne or Canberra.
#J-18808-Ljbffr
Data Officer - Investments in Sydney employer: Keegan Adams Recruitment
Join a dynamic and forward-thinking Private Wealth firm that prioritises employee growth and development, offering a unique opportunity to shape the FP&A function while working closely with the executive team. With a strong emphasis on collaboration and innovation, this role not only provides significant exposure to senior leadership but also encourages a culture of continuous improvement and strategic influence. Enjoy a supportive work environment that values your insights and contributions, making it an excellent place for professionals seeking meaningful and rewarding employment.
