_{06th July, 2026}

Are you passionate about turning data into meaningful insights that drive business decisions? We're looking for a Business Intelligence & Solutions Analyst to join our Trustee & Wealth Services team, where you'll play a key role in transforming data into strategic intelligence, supporting innovation, and helping shape business and product performance across the organisation. This is an exciting opportunity to combine your analytical expertise, technical capability, and commercial thinking to influence decision-making and deliver impactful business solutions.
 
This role offers the opportunity to work across a diverse range of data, systems, and stakeholders, developing reporting solutions, identifying improvement opportunities, and delivering insights that support both tactical and strategic business outcomes.
 
What you'll do:

• Analyse product, operational, and business performance data to identify trends, dependencies, opportunities, and areas for improvement
• Develop and automate data solutions through ETL processes, integrating, cleansing, and transforming data from multiple sources to improve reporting and business intelligence capabilities
• Design and deliver interactive dashboards and reporting solutions using tools such as Power BI and Salesforce Analytics, enabling data-driven decision making across the business
• Conduct quantitative analysis and modelling to support product performance, sales, operational effectiveness, and strategic business initiatives
• Partner with stakeholders to scope, design, and implement business and system improvements, ensuring solutions are sustainable, efficient, and aligned to business objectives
• Promote data governance, maintain information and knowledge repositories, and proactively identify data quality issues while recommending integrity controls and improvements
• Deliver analytical insights, reporting education, and knowledge-sharing initiatives that enhance data literacy and business understanding across the organisation
• Support continuous improvement, innovation, and compliance activities while contributing to a collaborative and high-performing team culture

What you'll need to succeed:

• Tertiary qualifications in Data Science, Actuarial Studies, Mathematics, Business, Commerce, Information Technology, or a related discipline
• Strong analytical and problem-solving skills, with the ability to translate complex data into actionable business insights and recommendations
• Experience working with reporting, visualisation, and analytics tools such as Power BI, Tableau, Salesforce Analytics, and advanced Excel
• Experience developing, testing, and deploying ETL solutions, with knowledge of SQL, Python, VBA, or similar programming and query languages
• Demonstrated ability to design technical solutions, analyse business requirements, and support system and process enhancements
• Strong communication and stakeholder engagement skills, with the ability to present data insights to both technical and non-technical audiences
• Experience with Salesforce or other CRM platforms and exposure to financial services, trustee services, or related industries will be highly regarded
• A growth mindset, attention to detail, and a passion for continuous improvement and innovation

What we offer:

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, modern office fit-out and end-of-trip facilities
• Flexible/Hybrid working environment

About us - Trusted since 1888
 
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
 
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
 
Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

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