Automation & Data Tools Analyst - Investment Operations

Kaizen Recruitment; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Job summary

Kaizen Recruitment is seeking a junior Investment Operations / Process Improvement Analyst in Melbourne. You will design and implement automation tools to streamline middle office processes, while handling daily operations, reconciliations and client reporting.

The role emphasizes data extraction, transformation, and building an in-house database, with opportunities to work across systems and reporting tools such as Power BI.

Qualifications

• Ability to build and integrate automation tools using mainstream toolsets.
• Experience in database design, data loading, SQL queries and reporting with Power BI.
• 1+ years’ experience in investment operations or middle office.
• Exceptional attention to detail and strong organisational capabilities.
• Analytical and problem-solving mindset.

Responsibilities

• Design, build and integrate automation tools to streamline middle office processes.
• Extract, transform and connect data across internal systems to support automation and analysis.
• Contribute to in-house database design, loading, extraction and reporting.
• Assist with daily operational tasks including reconciliations, actions and trade monitoring.
• Prepare client reports and support internal reporting requirements.

Skills

Automation tooling

Data analysis

Attention to detail

Organisational skills

Problem solving

Tools

SQL

Python

Java

JavaScript

VBA

Power Automate

Power BI

Job description

Kaizen Recruitment is seeking a junior Investment Operations / Process Improvement Analyst in Melbourne. You will design and implement automation tools to streamline middle office processes, while handling daily operations, reconciliations and client reporting.

The role emphasizes data extraction, transformation, and building an in-house database, with opportunities to work across systems and reporting tools such as Power BI.