Data & Systems Analyst - Investments

Overview

Join a boutique family office in Sydney as a Data & Systems Analyst focusing on investment data reporting and automation. This role is ideal for professionals early in their careers eager to deepen their expertise in systems, automation, and business technology under close mentorship from the CTO. While investment data knowledge is beneficial, the primary emphasis is on technical problem solving, process enhancements, data management, and rapid learning of business systems.

Role Highlights

This position offers hands-on experience with business systems, workflow automation, reporting platforms, low-code tools, scripting, and AI-enabled process improvements within a trusted private environment. You will collaborate closely with the CTO, gaining exposure to platform operations, automation design, data workflows, systems thinking, and technology-led business improvement initiatives.

Key Responsibilities

• Oversee the complete monthly client investment reporting process, including data preparation and workflow management.
• Manage recurring data workflows such as extraction, transformation, loading, validation, and reconciliation across internal reporting and operational platforms.
• Ensure data integrity by investigating discrepancies, data breaks, incomplete entries, and reporting irregularities.
• Support, maintain, and enhance internal processes using Microsoft 365 suite, Power Automate, Power Apps, Salesforce, SharePoint, and related systems.
• Document workflows, business rules, system integrations, and standard operating procedures accurately.
• Assist internal users with system questions, regular tasks, and process refinements.
• Facilitate onboarding, data migration, cleanup, and technology transition projects.
• Utilize or assist with light scripting and code-based automations to boost operational efficiency.
• Under CTO guidance, explore and apply AI tools to improve document management, data review, exception handling, summarization, and overall team productivity.

Success Indicators within 12 Months

• Achieve comprehensive understanding of client investment data.
• Execute recurring workflows consistently with high quality and minimal oversight.
• Gain confidence in core business systems and sharpen judgment regarding data quality and exceptions.
• Contribute measurable improvements through workflow enhancements or automation involving reporting, filing, data validation, or exception processing.
• Develop practical skills in Microsoft 365, Power Platform, Salesforce/reporting workflows, and fundamental scripting.

Candidate Profile

This position is suitable for detail-oriented, technology-focused individuals who combine commercial awareness with a strong desire to evolve into broader systems and automation roles. Suitable backgrounds include business systems support, operations analysis, data operations, reporting, technology operations, CRM administration, and low-code automation. Direct experience in investment management is advantageous but not mandatory.

Required Skills and Experience

• 1 to 4 years of relevant experience in data operations, reporting support, business systems, operational analysis, reconciliations, or automation support.
• Exceptional attention to detail with numerical data, repeatable processes, and system accuracy.
• Intermediate to advanced proficiency in Microsoft Excel and familiarity with Microsoft 365 tools.
• Basic understanding of coding, scripting, or development concepts with ability to read, troubleshoot, or write simple logic scripts.
• Effective problem-solving aptitude and rapid adaptability to new systems.
• Strong communication skills, both written and verbal.
• High level of discretion and professionalism when handling confidential client information.

Qualifications

• Bachelor's degree preferred in Information Systems, IT, Computer Science, Business, Finance, Commerce, or related fields.
• Applicants without a degree may be considered if they demonstrate substantial relevant practical experience.
• Additional certifications in Microsoft 365, Power Platform, Salesforce, data analytics, programming, or AI tools are advantageous.

Compensation and Location

Position is based in Sydney, New South Wales, with a salary range between 90000 and 110000 AUD plus superannuation. There are opportunities for salary growth based on individual capability and progression.