Data Officer - Investments
- Support Investments and Investment Services teams as a Data Officer.
- Prepare investment pipeline and portfolio reporting while ensuring data accuracy.
- Collaborate with stakeholders to improve data quality and reporting processes.
Data Officer | 6-month fixed-term contract
Our client is an Australian investment organisation seeking a junior Data Officer to support its Investments and Investment Services teams.
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 opportunity for someone with strong Excel skills who enjoys working with data and wants broader exposure to investments.
Key Responsibilities:
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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:
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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:
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Gain exposure to investment reporting and senior stakeholders.
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Work across Investments, Finance, Risk and Operations.
- Develop your reporting and data skills in a collaborative team.
This role can be based in Sydney, Melbourne or Canberra.
This is a 6-month fixed-term contract and those on a Working Holiday Visa are welcome to apply. Please apply now or contact Francesca Mackenzie at **************************** for a confidential discussion.
Consultant
Francesca Mackenzie
Principal Consultant
************
****************************
Reference number: 13031
Profession:Operations
Company: Keegan Adams
Date posted: 27th Sep, 2026
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