Data Analyst
2 weeks ago
Job Title: Data Analyst - Wealth Management
We are seeking a highly skilled Data Analyst to join our team at Anton Murray Consulting. As a Data Analyst, you will be responsible for tracking core tasks, generating metrics and reporting, and maintaining process governance.
Key Responsibilities:
- Prepare Management Information (MI) to support functions in Australia.
- 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.
Requirements:
- Strong MS Excel skills.
- Strong knowledge of VBA – experience building dashboards and tracking using VBA.
- 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 a role that required data analysis.
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