CAREERS

Private Wealth Business Data Analyst

Applications Closed

Auckland - Auckland

Craigs Investment Partners (CIP) is a multi-award winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 160 Investment Advisers, Craigs Investment Partners offers solutions and advice to both private investors, corporate and institutional clients.

Based in our central Auckland office, we have a great opportunity for a savvy data analyst to work within the Private Wealth area of our business for approximately 20 hours per week, providing parental leave cover on a five month contract.

The role

Working closely with the Head of Advisory and CIP’s Area Managers, the Private Wealth Business Data Analyst will develop live Management Information Systems by mapping out existing internal data streams and building queries that align with the current business reporting frameworks. You will contribute to large inter-departmental projects as an analytical expert looking through a Private Wealth advisory lens, proactively identifying better ways to report management information. 

The Private Wealth Business Data Analyst will work on the management and ongoing enhancements of our various scorecards, performing mapping, analysis and providing data for various internal stakeholders. You will work with internal departments to create data queries and produce insights and work collaboratively with IT and Private Wealth Advisory to build better reporting solutions.

This role is perfect for someone who has great data analysis skills and who can also communicate effectively at all levels of the business.

Key skills and experience

  • Experience building Power BI dashboards 2+ years 
  • Strong SQL and Excel skills
  • Minimum 2 years’ experience in data analytics and reporting 
  • Financial analysis and planning experience 
  • Financial services industry experience 1+ years 
  • Project experience from a business perspective
  • Excellent communication skills (both written and verbal), Able to work well under pressure and delivers on tight deadlines and cost targets
  • Commercial / business acumen
  • Problem solving skills
  • Degree qualified in a relevant field such as Finance or Commerce

If all of the above sounds like you, apply today!