Investment Data Analyst

Koda Capital; Sydney; On-site; AUD 100,000 - 140,000; Full time

Benefits offered by this job

Sydney CBD

L&D plan

Generous leave

Koda day

Equity opportunity

Phone allowance

Volunteer days

Allies program

Job summary

Koda Capital seeks an Investment Data Analyst to transform complex market data into decision-ready insights for portfolio construction and client outcomes. You will work closely with the Chief Economist, handling large datasets and building quantitative models within a high-performing team in Sydney.

Ideal candidates have 2+ years in investment data analysis, advanced Bloomberg/Excel skills, and fluency in at least one programming language (Python/R/MATLAB/VBA) to support cross-asset research

Qualifications

• Tertiary qualification in Economics, Finance, Commerce, or a closely related quantitative discipline.
• Two or more years' experience in investment data analyst, quantitative analysis, or a similar role within financial services.
• Advanced Bloomberg and Excel skills, including Bloomberg API and complex financial modelling.
• Proficiency in Python, R, MATLAB, or VBA for quantitative finance.

Responsibilities

• Analyze and interpret investment data across asset classes to support decisions.
• Collaborate with Chief Economist and Investment Team on portfolio analytics and market insights.
• Develop quantitative models and data-driven dashboards for investment outcomes.

Skills

Quantitative analysis

Data visualization

Programming

Communication

Education

Tertiary qualification in Economics, Finance, Commerce, or a closely related quantitative discipline

Tools

Bloomberg

Bloomberg API

Excel

Python

R

MATLAB

VBA

Job description

Are you passionate about transforming complex investment and market data into meaningful insights that support investment decisions, portfolio construction, and client outcomes?

We are seeking a highly motivated and technically skilled Investment Data Analyst to join our Investment Team based in Sydney. Working closely with Koda's Chief Economist you will play a key role in managing, analysing, and interpreting investment data across a broad range of asset classes.

What you will bring...

A strong analytical mindset with a passion for data and financial markets.

Curiosity and enthusiasm for solving complex investment and data challenges.

Advanced quantitative and problem-solving capabilities.

Strong attention to detail and commitment to data quality and accuracy.

The ability to communicate complex findings in a clear and practical manner.

Experience working with large datasets and financial market information.

A collaborative approach and desire to contribute in a high-performing team environment.

A genuine interest in investment research, portfolio analytics, and market trends.

Tertiary qualification in Economics, Finance, Commerce, or a closely related quantitative discipline

Two or more years' experience in investment data analyst, quantitative analysis, or a similar role within financial services.

Advanced Bloomberg and Excel skills, including Bloomberg API and complex financial modelling.

Proficiency in at least one programming or statistical language commonly used in quantitative finance (Python, R, MATLAB, or VBA).

Exposure to macroeconomic, market, and cross-asset analysis, with a clear appetite to develop deeper capability.

Koda is a place for people who want to make a meaningful impact - on clients, on each other, and on the community. We bring together ambitious self-starters who thrive with autonomy, work collaboratively, and take pride in shared ownership.

At Koda, you are trusted, supported, and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.

Our collegiate workplace culture is founded on three simple but non-negotiable values: quality, courage, and integrity. They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.

At Koda we believe that Investors deserve genuinely independent advice - and the better outcomes that come with it. That's why we have pioneered a distinctively different approach to wealth management. We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for our clients' goals and access every potential opportunity for better outcomes.

And there's more...

• Sydney CBD location
• A learning and development plan tailored for your career ambitions and pathway
• Generous leave provisions
• Annual Koda day
• An opportunity to earn into equity, and participate in the future success of the firm as a business owner
• Monthly mobile phone and wi-fi allowance
• Two paid volunteer days to give back to your community
• Opportunities to participate in Koda's Allies Program and Koda's Endowment which enables Koda team members to connect with and support the communities around us

And lots of elephants.......we can explain at your interview