About La Trobe Financial

La Trobe Financial is Australia’s leading alternative asset manager, helping Australians build better futures for over 70 years. With $21 billion in assets under management and the trust of 120,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.

We don’t just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Opportunity

As a Data Analyst in our Finance division, you will be responsible for transforming data into actionable insights that drive strategic decision-making across the organization. Additionally, you will create, update and maintain comprehensive and high-quality reports leveraging La Trobe Financials’ data visualisation systems.

You will interact with stakeholders across the business to create hypotheses, translate data into meaningful / actionable insights, and occasionally create compelling presentations.

Key Responsibilities

• Partnering closely with stakeholders to understand and accurately capture their analytics and reporting requirements
• Perform data validation and quality assurance to ensure accuracy and consistency
• Create engaging dashboards, metrics, and reports in a variety of platforms and reporting products including but not limited to Excel, Tableau and PowerBI
• Run monthly, quarterly and yearly reports and analysis
• Undertake quantitative and qualitative analysis to identify underlying drivers of impacting strategy, supporting strategic projects, and trends to focus development of future initiatives
• Engage with the tech team to drive data requirements and improvements
• Tracking data trends and anomalies to identify potential issues, and recommend possible corrections

About you

This role requires the successful applicant to possess 3-4 years of experience in data analysis, business intelligence ideally within Financial Services. Additional qualification and experience required includes:

• Tertiary qualification in Business, Statistics, Data Science or a similar discipline
• Experience working with cross-functional teams or working with different stakeholders
• Proficiency in data analysis and visualisation tools like Excel, Tableau, or Power BI
• Intermediate experience in SQL, PowerQuery and PowerPoint
• Familiarity with data platforms like Snowflake
• Strong analytical, logical reasoning and problem-solving skills; ability to turn large data sets into usable insights for the business
• Ability to work both autonomously and in a team
• Ability to adapt, and work in a fast-paced environment with a flexible & agile mindset

Employee Benefits

We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working here even better:

• Celebrate your birthday – with a paid day off, just for you!
• Give back – with paid volunteer days to support causes you care about;
• More time for you – purchase additional annual leave when you need it;
• Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
• Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
• Wellbeing first – access to our Employee Assistance Program (EAP);
• Keep growing – with ongoing training and development opportunities;
• Unforgettable socials – from team events to celebrations you’ll actually want to attend! and
• Retail therapy – enjoy discounts through Reward Gateway.

Diversity & Inclusion

We’re committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.

Please note, only shortlisted applicants will be contacted.