Marketing Data and Insights Analyst / Specialist

The Company

Our client is a boutique investment firm with a clear vision: to deliver high-quality strategies that drive exceptional outcomes for investors.

Focused on forming strong alliances with high-calibre managers both locally and globally, they bring unique investment opportunities—spanning global and Asian equities, fixed income, private credit, and alternatives—to the Australian market.

Their success is defined by the strength of their partnerships, the quality of their offerings, and the trusted relationships they build with advisers and institutional clients.

The Opportunity

Are you someone who thrives at the intersection of marketing, data, and technology? We're excited to be partnering with a fast-evolving organisation looking for a Marketing Data & Insights Analyst/Specialist to play a pivotal role in scaling marketing impact and supporting business development, sales, and product functions through data-driven insights.

This is a permanent Sydney-based opportunity for someone passionate about analytics, platforms, and operational efficiency—bringing clarity to complexity and driving smarter business outcomes.

What You'll Be Doing

• Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives


• Managing the integrity and integration of marketing data between Salesforce and Mailchimp, including unsubscribe workflows and audience hygiene


• Delivering ongoing data analytics and insights across marketing channels—email, website, and social media


• Driving daily updates and content refreshes across digital platforms including the corporate website and news/insights portals


• Collaborating with external data providers and internal ops teams to ensure completeness and accuracy of adviser and client data


• Supporting platform analytics and maintaining rebate databases to support product decision-making


• Leading regular performance reporting across digital, media, and email channels to identify trends and opportunities

What We're Looking For

• A data and marketing-savvy analyst with a working knowledge of Salesforce and Google Analytics


• Experience in the financial services industry (fund or wealth management) would be advantageous


• Experience using Wordpress and Mailchimp is an advantage


• A natural problem-solver who can think creatively and apply structured approaches to resolving data challenges


• Someone comfortable with both autonomy and teamwork—able to take initiative while following direction when needed


• Strong Excel skills and familiarity with connectors like XL-Connector and platforms like YouTube, LinkedIn, and Podbean

Why Apply?

• Join a dynamic team at the heart of data, marketing, and product


• Help shape operational efficiency and drive smarter commercial outcomes through insight


• Work across a diverse set of tools and platforms in a role that offers variety and ownership


• Be part of an organisation that values proactive thinkers and data-led decision-making


• Enjoy flexible working options and a culture that celebrates curiosity and creativity

Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.

Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.

We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.