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Marketing Data and Insights Specialist

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Job Description

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 a marketer at heart, who thrives in a data and insights led role? We're looking for a Marketing Data & Insights Analyst/Specialist to act as the owner of all reporting and analytics for all digital platforms and channels, playing 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 with a strong blend of marketing and data insights, who is passionate about analytics, platforms, and operational efficiency-bringing clarity to complexity and driving smarter business outcomes.

What You'll Be Doing

  • Managing the technical connection between Marketing Cloud and Salesforce to ensure data flows correctly in both directions including email engagement, campaign reporting, maintaining data integrity, unsubscribes, data monitoring and reporting
  • Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives
  • Regular reporting on platform data, social media channels performance, website analytics via Google Analytics and Mailchimp reporting
  • Delivering ongoing data analytics and insights across marketing channels-email, website, and social media
  • Annual front and back end website review and daily content refreshes and updates via Wordpress

What We're Looking For

  • A marketer at heart with a background across data and insights led roles, working closely within marketing
  • Financial services background is essential (funds or wealth management ideal)
  • Proven experience using Salesforce Marketing Cloud, Wordpress, Google Analytics and Mailchimp essential
  • 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


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.

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