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Operations reporting analyst

Melbourne
LGT Wealth Management Limited
Posted: 13 June
Offer description

About the Opportunity

We're looking for a Reporting Analyst to join our Business Improvement team and play a key role in delivering high‐quality client reporting and supporting continuous improvement across our Operations function. You'll play a key role in delivering insightful reporting and dashboards that help Operations leaders understand performance, trends and risks — and more importantly, take action. Working closely with stakeholders across the business, you'll help shape how data is used to inform operational effectiveness and continuous improvement. This is a 12‐month fixed‐term opportunity.

Responsibilities

* Deliver accurate, insightful management reporting to support operational decision‐making and performance monitoring
* Build, enhance and maintain dashboards and visualisations (ideally in Power BI) that highlight key trends, risks and opportunities
* Partner with stakeholders to define metrics, interpret data and communicate clear, actionable insights
* Manage data extraction, validation and reconciliation, including investigating anomalies and root causes
* Oversee regular reporting cadences and support self‐service reporting tools for the wider Operations team
* Maintain strong standards of data quality, governance, documentation and compliance

Qualifications

* At least 2 years' experience in a reporting or analytical role, ideally within Operations (financial services experience preferred)
* Strong Excel capability (including pivots, Power Query, reconciliation and ideally VBA or macro‐based tools)
* Experience building reports and dashboards, ideally using Power BI, and the ability to hit the ground running
* Confidence interpreting data, drawing insights and explaining findings to non‐technical stakeholders
* A pragmatic, solutions‐focused mindset with strong attention to detail
* Exposure to wealth management or private banking operations (desirable but not essential)

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

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