Analyst, AM Distribution Data and Analytics

Date: 9 Jul 2026

Location:

SYDNEY, NSW, AU, 2000

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Employment Type: Permanent Full Time

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Make your move. Make your mark.

Deliver reporting and insights across Retail and Institutional Asset Management

Permanent full-time position, based in Sydney

The opportunity to join our team

We are looking for a proactive and detail-oriented Analyst to join our Asset Management Distribution Data & Analytics team. In this role you will work with large datasets to produce high-quality reporting, dashboards, and insights that inform decision-making across distribution and management teams. You will play a key role in maintaining data integrity sourced from various proprietary systems and databases, ensuring accuracy and consistency of outputs. You will also partner with key stakeholders across the business to respond to requests, deliver timely insights, and support ongoing reporting and client servicing needs. This role provides exposure to a broad range of Asset Management functions and is well suited to someone who enjoys working at the intersection of data, analytics, and stakeholder engagement.

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

What you will bring:

Tertiary qualifications in finance, economics, mathematics, data, or related field

Experience in data, reporting, analytics, or financial services support role

Strong Excel skills with large datasets and data manipulation experience

Exposure to Power BI or similar reporting/dashboard tools

Strong numerical and analytical ability with high attention to detail

Ability to manage multiple priorities and meet deadlines

Strong communication skills with internal stakeholder engagement experience

Proactive, organised and improvement-focused mindset

To Apply about why you should join our team https://www.insigniafinancial.com.au/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.