Superannuation Data Analyst

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

**About the role**:
The key purpose of role is to review, analyse and interpret data in relation to superannuation funds. A strong focus will be on ensuring accuracy of APRA data submissions and managing data. Another key area will be preparing high-quality reports in timely manner with relevant insights and trends in order to assist the Superannuation Trustee Office (STO) with business-critical decision making which are in best interest of members.

The role will assist the General Manager, Finance Oversight & Data with, but not limited to, the following:

- Review and analyse APRA SDT data such as fund member profiles, investment performance and benchmarks, scale of the fund, financial metrics, fees and claims experience to identify and communicate key insights and flag any concern.
- Post review provide final approvals for APRA SDT forms submission.
- Manage APRA SDT activities by liaising with various internal & external stakeholders to comply with APRA SDT reporting requirement within statutory timeframe.
- Review the quarterly and annual APRA data, perform quality checks to the source documents and provide feedback ensuring all regulatory APRA returns are lodged accurately and on time.
- Populate data for annual Trustee Level APRA reports and ensure lodgement by due dates
- Perform financial modelling as require
- Prepare Board/Management reports and presentations and briefings for senior management and external stakeholders

**What you'll need to succeed**:

- Demonstrated experience of at least 5 years in data analytics and reporting (Experience within Superannuation Industry in APRA Data will be viewed favourably);
- Strong analytical and problem-solving skills;
- Skill in interpreting data and communicating insights;
- Highly organised & strong attention to detail to achieve deadlines with competing priorities;
- Proven ability to work in a team environment, adapt and react to change;
- Strong technical skills, with advanced skills in using Software Applications (Excel) and other analytical tools, - SQL, Power BI;
- Flexibility and willingness to participate in projects or related activities;
- Takes responsibility for areas of responsibility, provides high quality and timely results while offering flexibility and proactive approach;
- Highly developed communication (both written and verbal) and interpersonal skills to ensure positive professional relationships with Clients, Senior Executives and Employees;
- Self-motivated with the ability to work to deadlines (resilient), manage priorities and makes decisions at the appropriate level; and
- Continuous performance improvement mindset.

**Education**:

- Actuarial Science, Commerce, Investments/Finance, Mathematics/Statistics, Programming or equivalent
- Actuarial Qualifications well regarded.

**What we can offer you**:

- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- Paid parental leave and flexibility to help you achieve balance in your life
- An individual learning and development budget to help you grow
- A workplace volunteering and giving program to enable you to help others in the community
- Group Salary Continuance insurance to protect you when you need it most
- An employee wellness program, including discounted health insurance and an employee assistance program
- Discounted tax and estate planning services
- Great central Melbourne CBD location, modern office fit out and end of trip facilities.

Agencies please note that this vacancy is being managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.