Data Officer - Investments

Keegan Adams Recruitment; Sydney; On-site; AUD 54,000 - 78,000; Full time

Benefits offered by this job

Exposure to investment reporting

Work across Investments, Finance, Risk

Develop reporting and data skills in a

Collaborative team

Job summary

Our client, an Australian investment organisation, seeks a junior Data Officer to support Investments and Investment Services teams. You’ll help prepare investment pipeline and portfolio reporting, check data from multiple sources and ensure information is accurate before sharing with senior stakeholders.

This role emphasizes strong Excel skills and broad exposure to investments. This is a 6-month fixed-term contract, based in Sydney, with potential to work across Sydney, Melbourne or Canberra,

Qualifications

• Experience in a data, reporting, operations or analyst support role.
• Advanced Excel skills and confidence working with large datasets.
• Clear communication and ability to meet deadlines.

Responsibilities

• Prepare regular and ad hoc reports on investment opportunities and pipeline activity.
• Extract, collate and validate data from multiple sources.
• Maintain reporting templates, data repositories and dashboards.
• Reconcile reporting outputs and investigate discrepancies.
• Support the preparation of Executive, Committee and Board reporting.
• Help improve data quality and reporting processes.

Skills

Advanced Excel

Data analysis

Stakeholder communication

Tools

Power BI

CRM systems

Investment reporting

Job description

Our client is an Australian investment organisation seeking a junior Data Officer to support its Investments and Investment Services teams.

You’ll help prepare investment pipeline and portfolio reporting, check data from multiple sources and ensure information is accurate before it is shared with senior stakeholders. This is a great opportunity for someone with strong Excel skills who enjoys working with data and wants broader exposure to investments.

Data Officer | 6-month fixed-term contract

Key Responsibilities

Prepare regular and ad hoc reports on investment opportunities and pipeline activity.

Extract, collate and validate data from multiple sources.

Maintain reporting templates, data repositories and dashboards.

Reconcile reporting outputs and investigate discrepancies.

Support the preparation of Executive, Committee and Board reporting.

Help improve data quality and reporting processes.

Skills & Experience

Experience in a data, reporting, operations or analyst support role.

Advanced Excel skills and confidence working with large datasets.

Strong attention to detail and a focus on data accuracy.

Good organisation skills and the ability to meet deadlines.

Clear communication skills and confidence working with stakeholders.

Power BI, CRM systems or investment reporting experience would be advantageous.

Benefits

• Gain exposure to investment reporting and senior stakeholders.
• Work across Investments, Finance, Risk and Operations.
• Develop your reporting and data skills in a collaborative team.

This role can be based in Sydney, Melbourne or Canberra.