Reporting Analyst - Operations

LGT Crestone Wealth Management Limited

Melbourne, Australia
Management reporting
Dashboard and visualization building
Data extraction and validation
LGT Crestone Wealth Management Limited is seeking a Reporting Analyst to join their Business Improvement team, playing a key role in delivering high-quality client reporting and supporting continuous improvement

Job Summary

  • LGT Crestone Wealth Management Limited is seeking a Reporting Analyst to join their Business Improvement team, playing a key role in delivering high-quality client reporting and supporting continuous improvement.
  • The role involves building, enhancing, and maintaining dashboards, partnering with stakeholders to define metrics, interpret data, and communicate actionable insights.
  • The company is committed to employee development and fostering a diverse and inclusive work environment.

Matching Summary

LGT Crestone Wealth Management Limited is seeking a Reporting Analyst to join their Business Improvement team, playing a key role in delivering high-quality client reporting and supporting continuous improvement.

Skills & Requirements

Must-have

  • Management reporting
  • Dashboard and visualization building
  • Data extraction and validation
  • Power BI experience
  • Excel capability

Nice-to-have

  • Solutions-focused mindset
  • Client-first commitment
  • Entrepreneurial spirit
  • Wealth management operations exposure

Key Requirements

  • At least 2 years' experience
  • Reporting or analytical role experience
  • Financial services experience preferred
  • Power BI experience
  • Strong Excel capability

Work Rights

Not specified

Tailored Resume

Cover Letter