We are looking for a proactive and detail‑oriented Analyst to join our Asset Management Distribution Data & Analytics team. This permanent full‑time role is based in Sydney.

Key Responsibilities
Produce distribution and product reporting, including sales insights and dashboards for internal stakeholders
Extract, clean, and reconcile large datasets to ensure accurate and consistent reporting outputs
Maintain and update proprietary databases and reporting tools
Support preparation of Requests for Information (RFIs) from internal teams
Deliver regular client and product reporting packs (monthly and quarterly)
Assist with rebate calculations and payment processing support for managed funds and SMAs
Respond to ad hoc data and reporting requests from stakeholders
Support dashboard development, reporting automation, and continuous process improvements

Qualifications
Tertiary qualifications in finance, economics, mathematics, data, or related field
Experience in data, reporting, analytics, or financial services support role




Solid Excel skills with large datasets and data manipulation experience
Exposure to Power BI or similar reporting/dashboard tools
Solid numerical and analytical ability with high attention to detail
Ability to manage multiple priorities and meet deadlines
Solid communication skills with internal stakeholder engagement experience
Proactive, organised and improvement‑focused mindset

To Apply

Read more about why you should join our team careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
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📌 Analyst, Am Distribution Data And Analytics City Of Sydney (Australia)
🏢 Insignia Financial
📍 Australia