Chief Investment Data Specialist

4 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $80,000 - $120,000
Job Overview

We specialise in providing high-quality investment management solutions. Our mission is to empower investment managers with the tools and expertise they need to make informed decisions and build a competitive advantage.

Our team has extensive experience in strategic management consulting, having worked with numerous organisations across various regions since 2013. We've partnered with large clients from APAC, North America, Europe, and the Middle East, many of whom have chosen to work with us again.

Key Responsibilities
  • Leverage Aladdin platform expertise to support portfolio management, risk analytics, Securities set up and investment decision-making.
  • Manage complex financial datasets; ensure accuracy, integrity, and compliance with reporting standards.
  • Provide detailed financial and risk analysis to support investment strategies and business decisions.
  • Collaborate with investment teams, operations, and technology teams to optimise workflows and resolve data issues.
  • Develop and deliver financial models, dashboards, and performance reports using Aladdin tools and data.
  • Monitor investment performance, market trends, and risk exposures, presenting actionable insights to senior management.
  • Support automation and process improvements in financial analysis and reporting.
  • Ensure compliance with regulatory and internal risk frameworks.
Required Skills and Qualifications
  • Mandatory hands-on experience with Aladdin (minimum 3+ years).
  • 5–10 years of experience in Securities set up, financial analysis, portfolio/risk management, or investment data management.
  • Strong background in financial data management, modeling, and reporting.
  • Proficiency in Excel and SQL; experience with BI/analytics tools (e.g., Tableau, Power BI) is a plus.
  • Strong understanding of investment products (equities, fixed income, derivatives, etc.) and financial markets.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Strong communication skills with ability to present insights to stakeholders.
  • Bachelor's/Master's degree in Finance, Economics, Accounting, or a related field. Professional certifications (CFA/FRM) preferred.
Benefits

This role offers a unique opportunity to work with cutting-edge technology and develop expertise in investment management.

Others

Please note that this job description may be subject to change based on organisational needs.

  • Investment Data Specialist

    4 days ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000

    About the Role:We are seeking a skilled Investment Data Specialist to join our team. This individual will play a vital role in advancing IDM capabilities and ensuring high-quality, trustworthy investment data.Key Responsibilities:Process daily investment data from various sourcesManage data warehouse, user permissions, and system integrationCreate records...

  • Chief Investment Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $190,000 - $250,000

    Job Title: Chief Investment StrategistAbout the Role:We are seeking a seasoned investment professional to lead our strategic planning efforts and optimize our portfolio for maximum returns. The ideal candidate will have expertise in capital allocation, financial modeling, and process improvement.Key Responsibilities:Strategic Planning: Develop and execute a...

  • Chief Investment Data Specialist

    6 days ago

    Melbourne, Victoria, Australia beBeeInvestor Full time $90,000 - $120,000

    Unit Pricing Analyst RoleWe are seeking an experienced professional to deliver high-quality unit pricing and cash flow reporting services to our clients.This is an exciting opportunity to work with a global organization that values its people and offers a range of benefits and programs to support career development. Our team is passionate about delivering...

  • Investment Data Specialist

    6 days ago

    Melbourne, Victoria, Australia beBeeData Full time $95,187 - $108,734

    We are seeking a skilled professional to fill the role of Senior Analyst, Investment Data.Key ResponsibilitiesEstablish high standards for data quality and governanceAdvise on developing and enforcing good management practices throughout data lifecyclesUnderstand business user profiles on the investment and enterprise platforms/IBOR hubGuide business users...

  • Investment Consultant

    4 days ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Investment ConsultantThe Investment Consultant role sits within the Portfolio Solutions Division, where you will be contributing to the business through a wide range of client-focused activities. You will play an important role as a conduit between our portfolio, sales/distribution teams and our clients drawing on your strong investment / product specialist...

  • Investment Analyst

    6 days ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    The **I**nvestment Analyst** role involves reviewing all aspects of fund managers' investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds.A finance related degree and/or...

  • Chief Investment Data Assurance Specialist

    1 week ago

    Melbourne, Victoria, Australia beBeeDataQuality Full time $100,000 - $140,000

    Job DescriptionWe are seeking a highly experienced professional with a strong background in testing large volumes of investment market data. The ideal candidate will have deep expertise in ETL testing, SQL, and Excel, along with a solid understanding of risk-based testing techniques and defect management workflows.">\

  • Strategic Investment Data Specialist

    6 days ago

    Melbourne, Victoria, Australia beBeeInvestmentData Full time $150,000 - $180,000

    Job DescriptionWe are seeking a highly skilled investment data professional to join our team. The ideal candidate will be responsible for managing daily control tasks, monitoring database updates, and providing business requirements for new data requests and implementation projects.The role involves working collaboratively with a team of high-performing...

  • Associate Investment Analyst

    2 days ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology.The Associate...

  • Associate Investment Analyst

    5 days ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology.The Associate...