Data Analyst – Performance Reporting

About the role

We are looking for a Data Analyst to lead performance and asset data reporting. In this newly created position you will build a single source of truth, ensure data quality and support business decisions across finance, investments and client teams.

Key responsibilities

• Own end‑to‑end collection, stewardship and auditability of performance and asset management data.
• Maintain a single source of truth with clear definitions, lineage and supporting evidence.
• Perform data quality checks, reconciliations and resolve issues with data providers.
• Prepare validated datasets for internal Power BI dashboards, reporting and external client requests (RFPs, DDQs, due diligence).
• Partner with Finance, Investments, Asset Management and Client teams to translate reporting needs into measurable data requirements.
• Support performance analysis, calculations, validation and interpretation as needed.
• Standardise, automate and document data processes to improve scalability.
• Onboard new data sources, platforms and tools, including testing and transition to business‑as‑usual.
• Maintain process documentation, controls and runbooks to meet governance, risk and compliance expectations.

Required profile

• Relevant degree in Finance, Accounting, Economics, Information Systems, Data/Analytics or equivalent experience.
• 2–3 years of experience in data, analytics, finance or performance reporting, preferably in financial services or asset management.
• Strong controls and process mindset, experience in regulated or evidence‑based environments.
• Proven ability to own data from definition through validation and sign‑off.
• High attention to detail, strong numerical reasoning and ability to explain data outcomes clearly.
• Collaborative, purpose‑led and improvement‑focused with sound judgement and confidentiality.

Required skills

• Power BI
• Microsoft Excel (intermediate)
• SQL or similar data query language
• Databricks (or strong interest in learning)
• SharePoint or comparable collaboration platform

What we offer

• A values‑driven, whānau culture that supports each other.
• Opportunity to work on AI‑enabled transformation and sustainable investment initiatives.