Data & Reporting Analyst — Investment Governance (Hybrid)

Netwealth; Melbourne; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible hybrid model

Wellness perks

Career development

Diversity & inclusion

Job summary

Netwealth is seeking a Data & Reporting Analyst, Investment Governance, to support data governance across our investment offering. You’ll validate data, develop dashboards, and provide timely reporting to senior management and governance forums.

You will work with cross‑functional teams, leveraging Excel, Power BI and SQL to turn complex data into actionable insights. A 2–5 year track record in data analytics within financial services is preferred.

Qualifications

• 2–5 years’ experience in data analysis, investment operations, or governance
• Strong Excel, data quality checks, and reconciliations
• Experience with Power BI and SQL is highly regarded; Python is a plus

Responsibilities

• Collect, reconcile and validate investment governance data from multiple sources
• Prepare dashboards and reporting for management, Investment Committees and Board forums
• Monitor liquidity, valuation, performance and stress testing initiatives
• Track triggers, deadlines and control exceptions to ensure issues are resolved
• Collaborate with Investment Operations, Client Operations, Legal, Risk & Compliance and Technology to deliver fit‑for‑purpose reports

Skills

Analytical mindset

Attention to detail

Communication skills

Data-driven

Problem solving

Education

Tertiary qualification in finance, commerce, economics, data analytics or related discipline

Tools

Power BI

SQL

Excel

Job description

Netwealth is seeking a Data & Reporting Analyst, Investment Governance, to support data governance across our investment offering. You’ll validate data, develop dashboards, and provide timely reporting to senior management and governance forums.

You will work with cross‑functional teams, leveraging Excel, Power BI and SQL to turn complex data into actionable insights. A 2–5 year track record in data analytics within financial services is preferred.