Job Description

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

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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 chance for someone with strong Excel skills who enjoys working with data and wants broader exposure to investments.

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Data Officer | 6-month fixed-term contract

Key Responsibilities n

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

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Extract, collate and validate data from multiple sources.

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Maintain reporting templates, data repositories and dashboards.

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Reconcile reporting outputs and investigate discrepancies.

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Support the preparation of Executive, Committee and Board reporting.

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Help improve data quality and reporting processes.





Skills & Experience n

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

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Advanced Excel skills and confidence working with large datasets.

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Strong attention to detail and a focus on data accuracy.

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Good organisation skills and the ability to meet deadlines.

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Clear communication skills and confidence working with stakeholders.

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

Benefits n

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- Gain exposure to investment reporting and senior stakeholders.
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- Work across Investments, Finance, Risk and Operations.
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- Develop your reporting and data skills in a collaborative team.
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This role can be based in Sydney, Melbourne or Canberra.

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📌 Data Officer - Investments (Sydney)
🏢 Keegan Adams Recruitment
📍 Sydney