Impact Investing Portfolio & Data Analyst

• Location: Sydney, NSW (hybrid working arrangements available)
• Position: Full-time

Sefa (Social Enterprise Finance Australia) is one of Australia's leading impact finance and advisory organisations. We work alongside social enterprises, not-for-profits, community organisations and purpose-driven businesses to help them access the capital, advice and strategic support they need to create lasting social impact.

We're seeking a highly organised and analytical Portfolio & Data Analyst to join our Impact Investing team.

This is an exciting opportunity for someone who combines strong analytical and data management skills with a passion for social impact. You'll play a central role in managing Sefa's investment portfolio, supporting client relationships, improving operational systems, and helping the organisation measure and communicate its social impact through meaningful data and insights.

About the role

Reporting to the Head of Impact Investing, you'll work across both portfolio management and organisational data analysis, supporting investment activities while helping Sefa make better decisions through high-quality data and reporting.

Working with a high degree of autonomy, you will:

• Support the management of Sefa's investment portfolio through borrower engagement, covenant monitoring, reporting, and investment administration.
• Build strong relationships with borrowers, co-investors and partners, providing responsive support and delivering an excellent client experience.
• Manage and improve investment operations and systems, helping to increase efficiency, streamline workflows and strengthen portfolio processes.
• Support Sefa's data management and reporting activities, ensuring the organisation can effectively measure, monitor and communicate its impact.
• Develop dashboards, reports and insights that support decision-making across the organisation, from management reporting through to board and stakeholder communications.
• Identify opportunities to improve data systems and processes, including the practical application of emerging technologies and AI tools where appropriate.

Please read the full position description attached.

About you

We're looking for someone who is detail-oriented, proactive, and comfortable working across both investment operations and data analysis in a dynamic, purpose-driven environment.

You'll bring:

• Strong analytical and problem-solving skills, with the ability to translate data into practical insights.
• Experience managing data, reporting and business systems, with a focus on accuracy and continuous improvement.
• Excellent organisational skills and the ability to manage multiple priorities simultaneously.
• Strong stakeholder engagement and communication skills.
• Experience with CRM, workflow management and reporting systems such as Salesforce, Zoho, Power BI, Tableau or similar platforms.
• A growth mindset and genuine interest in impact investing, social finance and the social enterprise sector.

Experience in investment analysis, lending, consulting, financial performance analysis, or supporting impact led organisations will be highly regarded.

Why join Sefa?

At Sefa, you'll have the opportunity to contribute directly to investments and initiatives that create positive social outcomes across Australia.

You'll work alongside a passionate and experienced team, gain exposure to impact investing and social finance, and help shape how Sefa measures, understands and amplifies its impact through data-driven decision making.

Diversity and inclusion

Sefa is committed to building a diverse and inclusive workplace. We encourage applications from people of all ages and genders, Aboriginal and Torres Strait Islander peoples, people with disability, LGBTQIA+ people, and people from diverse cultural and linguistic backgrounds.

How to apply

Applications will be reviewed on a rolling basis, so we encourage interested candidates to apply via the 'Apply Now' button as soon as possible.

For further information, please contact:

Kyle Westgarth

kyle.westgarth@sefa.com.au using the subject line: Impact Investing Portfolio & Data Analyst enquiry via EthicalJobs

A position description is attached.