Data Analyst

7 days ago

Sydney, Australia Keegan Adams Full time

Support with a data migration project and investment analysis for a high-end boutique advice firm | XPlan experience ideal | 4-6 week Temporary Role

**The Business**
- Our Client is a boutique wealth management firm providing bespoke financial advice and a diverse range of investment opportunities to ultra-high net worth and wholesale clients.**The Role**

An opportunity has arisen for a
- ** Data Analyst** to join this small team of
- **wealth management** professionals, to support on a
- **platform migration project** that is currently being undertaken.-
**Duties will include**:

- Drive the migration of investment data from Xplan to ADDEPAR
- Analysis/Preparation of financial investment information for client reporting purposes such as unit pricing
- Data reconciliations
- Data management within technology platforms
- Respond to Investment data queries

**To be successful in this role you will**:

- Tertiary qualifications, preferably in actuarial studies, economics, finance or related industry
- Experience working in financial data is desirable
- Experience with Xplan (IRESS) or similar software desirable
- Microsoft Excel and good working experience with other Microsoft tools
- Technology minded and able to quickly learn
- Be a great communicator
- Have a strong attention to detail

If you are interested in this fantastic opportunity to join an
- **exclusive, high performing boutique firm**, then please do reach out and
- **APPLY NOW**.
- This is a Temporary,
- **4-6 week contract** and we are looking for this person to
- **start as soon as possible**.
- For an
- **immediate interview**, please send your CV to
- **0482070036**.
- All visa's welcome *

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