Generate KiwiSaver Scheme

Data & Reporting Analyst

Generate KiwiSaver Scheme  •  New Zealand (Hybrid)  •  20 hours ago
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Job Description

About Us

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager. Our mission is to educate and empower our customers to make informed financial decisions and achieve strong long-term performance. With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in retirement.

At our core, we are a purpose-driven business, caring deeply about making a difference. Our passionate team plays a crucial role in bringing our mission to life. We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members.

About The Role

As a Data & Reporting Analyst, you will analyse complex datasets to extract actionable insights that drive strategic business decisions. You will design, develop, and optimize interactive dashboards and reports using tools like Tableau, and collaborate closely with business stakeholders to understand their data needs and provide analytical support.

Additionally, you will ensure data accuracy, maintain clear documentation, stay updated on industry trends, and present insights to stakeholders with clarity and precision, fostering a data-driven culture.

Your day-to-day will look something like this:

  • Analyse complex datasets to identify trends, opportunities, and actionable insights that support strategic business decisions.
  • Build and optimise engaging dashboards, reports, and visualisations, with a strong preference for Tableau.
  • Work with Snowflake or similar cloud data platforms to support data retrieval, transformation, integration, and reporting.
  • Partner with stakeholders to understand business needs and translate them into meaningful analysis and reporting solutions.
  • Conduct exploratory analysis to uncover patterns, performance drivers, and opportunities for growth or efficiency.
  • Collaborate with the wider data team to maintain high standards of data quality, accuracy, consistency, governance, and security.
  • Clearly communicate insights and recommendations to stakeholders, turning complex data into accessible business stories.
  • Maintain documentation and continuously improve analytical methods, reporting processes, and BI practices.
  • Help build a data-driven culture by sharing knowledge, delivering training, and improving data literacy across the organisation.

Why This is The Place for You

Our culture is what sets us apart. We set ourselves high standards, ensuring our work environment is one where people thrive and also have fun. We invest significantly in the well-being of our people and are intentional about celebrating wins.

  • We offer a hybrid model that empowers you to balance work and home life seamlessly.
  • Competitive base salary + bonus package paid twice a year, additional KiwiSaver contribution, corporate benefits, and more!
  • Wellbeing benefits including health insurance, Employee Assistance Program (EAP), and discounted gym membership.
  • Thorough induction, study assistance, and ongoing training & support.
  • Proactive Health & Wellbeing Committee that organises a full calendar of events and initiatives that support Social Connection, Community, and Mental Health.
  • Comfortable and central Auckland CBD office location.

Next Steps

Are you a curious, data-driven thinker with a passion for turning complex data into clear, actionable insights that drive better business decisions? If yes, this role is for you.

We look forward to meeting you!

Applicants for this position should hold a valid visa to work full-time in NZ.

Generate KiwiSaver Scheme

About Generate KiwiSaver Scheme

Generate Wealth is a New Zealand-owned and operated wealth manager, helping more than 200,000 Kiwis invest with confidence and build long-term wealth.

We offer three investment solutions: KiwiSaver, Managed Funds and personalised Private Wealth services, providing wealth management solutions that support New Zealanders at every stage of their financial journey.

Our experienced investment team actively manages diversified portfolios across New Zealand and global markets, combining disciplined investment expertise with transparent communication to help clients make informed financial decisions.

Generate Wealth has been recognised with Consumer NZ People's Choice Awards (2020, 2022–2026) and Reader's Digest Trusted Brand Awards for KiwiSaver providers, reflecting our commitment to exceptional service, transparency and earning the trust of New Zealanders.

We integrate environmental, social and governance (ESG) factors into our responsible investment approach to help deliver positive long-term outcomes for our clients and the wider community. Our commitment to responsible investing is recognised by Mindful Money.

Whether you're saving for your first home, planning for retirement, growing your wealth or seeking personalised investment advice, Generate Wealth is here to support you throughout every stage of your financial journey.

A copy of the Product Disclosure Statements, FAP Disclosure Statements and advertising disclosures are available at www.generatewealth.co.nz/disclosures. For more information about our approach to responsible investing, go to generatewealth.co.nz/responsible-investing. The issuer is Generate Investment Management Ltd.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Auckland Central, NZ
Year Founded
2012
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