Automation-Focused Data & Systems Analyst (Investments)

Profusion; Sydney; On-site; AUD 90,000 - 110,000; Full time

Job summary

Profusion in Sydney, Australia, seeks a Data & Systems Analyst to manage investment data reporting and drive automation. You will support technology initiatives and collaborate with the investment team, growing into broader systems and automation capabilities under mentorship from the CTO.

Ideal candidates are early-to-mid career with strong analytical foundations, curiosity, and a desire to learn business systems quickly while improving data discipline and workflow efficiency.

Qualifications

• 1–4 years of relevant experience in data operations, reporting support, business systems, operations analysis, reconciliations, automation support, or similar.
• Strong attention to detail, especially with numerical data, repeatable processes, and system accuracy.
• Intermediate to advanced Microsoft Excel skills and confidence across Microsoft 365 tools.
• Basic familiarity with code, scripting, or development concepts, with the ability to read, troubleshoot, or write light logic.
• Good problem-solving ability and comfort learning new systems quickly.
• Strong written and verbal communication skills.
• High discretion and professionalism handling confidential client information.

Responsibilities

• End-to-end management of monthly client investment reporting, including data preparation and workflow execution.
• Management of recurring data workflows: extraction, transformation, loading, validation, and reconciliation across internal reporting and operational systems.
• Maintain high-quality data across business platforms; investigate exceptions, breaks, incomplete records, and reporting anomalies.
• Help build, maintain, and improve internal processes using Microsoft 365, Power Automate, Power Apps, Salesforce, SharePoint, and adjacent platforms.
• Contribute to documentation of workflows, business rules, integrations, and operating procedures.
• Support internal users with system queries, recurring tasks, and process improvements.
• Assist with onboarding, data migration, cleanup, and technology change initiatives.
• Use or support light scripting and code-based solutions to automate repetitive tasks and strengthen workflow efficiency.
• Explore practical uses of AI tools to improve document handling, data review, exception management, summarisation, and team productivity, under CTO guidance.

Skills

Attention to detail

Excel skills

Coding basics

Written and verbal communication

Analytical thinking

Education

Bachelor's degree in Information Systems or related

Tools

Microsoft 365

Power Automate

Power Apps

Salesforce

SharePoint

Job description

Profusion in Sydney, Australia, seeks a Data & Systems Analyst to manage investment data reporting and drive automation. You will support technology initiatives and collaborate with the investment team, growing into broader systems and automation capabilities under mentorship from the CTO.

Ideal candidates are early-to-mid career with strong analytical foundations, curiosity, and a desire to learn business systems quickly while improving data discipline and workflow efficiency.