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Data Analyst Specialist

1 month ago

Sydney, New South Wales, Australia Perpetual Full time

About the role:

  • The Data Analyst Specialist will play a pivotal role in producing high-quality investment information for internal and external stakeholders of Perpetual Funds.

About you:

  • Hold a degree in Commerce, Finance, Accounting or a related field.
  • Have a minimum of 1 year of experience in Funds Management or Custody Industries.
  • Be proficient in Microsoft Office.
  • Demonstrate strong communication and organisational skills.
  • Have attention to detail.

Job Description:

Perpetual Group Overview

As an ASX-listed company, Perpetual Group is headquartered in Sydney, Australia, comprising 11 leading brands across three distinct businesses: asset management, wealth management, and corporate trust. We aim to protect and grow our clients' wealth while making a positive impact on their lives.

Salary Package

We offer a competitive salary package, estimated at $80,000 per annum, based on industry standards and the location of the role. This includes opportunities for career growth and professional development.

Key Responsibilities

The Data Analyst Specialist will be responsible for:

  • Preparing, collating, and delivering regular reporting schedules for internal and external stakeholders.
  • Analysing data to ensure accuracy, consistency, and compliance with internal and market standards.
  • Producing Perpetual Investments reporting requirements with a focus on efficiency, accuracy, and control.
  • Assisting Client Services, Research Relationship, and ISO teams with ad-hoc reporting tasks.
  • Collaborating with senior team members to review, improve, and document reporting processes.
Benefits

We offer a range of benefits, including:

  • Flexible work arrangements, allowing you to work from anywhere in Australia for up to one month each year.
  • An annual allowance to support your personal wellbeing.
  • Access to LinkedIn learning, study support, and commitment to supporting professional development.
  • A six-week secondment with Jawun to lend your expertise and support Indigenous organisations.

Diversity and Inclusion:

  • WGEA Employer of Choice for gender equality since 2018.
  • A strong commitment to all aspects of Diversity and Inclusion through a robust 7-pillar strategy.
  • A growing number of employee-led networks working to raise awareness and drive continued change.
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure their future.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities.