Trainee Analyst

The role

The Trainee Analyst will support end-to-end loan settlement processes. You will manage loan documentation, perform reconciliations, and ensure adherence to compliance standards.

What you will do

• Manage the disbursal and collection of loan documentation
• Review and verify documents in line with banking and compliance standards
• Perform reconciliations and maintain accurate settlement records
• Ensure timely updates across trackers and internal systems
• Adhere to AML, CTF, and internal risk and compliance frameworks
• Deliver within defined SLAs and reporting timelines
• Collaborate with internal stakeholders to resolve queries effectively

Required qualifications

• Bachelor’s or Master’s degree in Commerce, Finance, Business, or a related discipline
• Strong attention to detail with a high standard of accuracy
• Working knowledge of MS Excel and data handling
• Clear communication skills with fluent English
• Ability to manage multiple tasks within structured processes
• A proactive mindset with a strong willingness to learn and grow
• Australian shift timings (3:00–4:00 AM start, Mon–Fri)

Benefits

• Hybrid working
• Parental leave: up to 26 weeks paid
• Strategy Week: twice a year the whole team comes together to hear the business strategy and product and technology roadmap first-hand
• Fortnightly all-company business updates
• Flat structure
• Benefits supporting physical, psychological and financial wellbeing
• A day off on your birthday
• End of trip facilities

About the company

Shift provides business finance to small, established and corporate sized businesses in Australia. Founded in 2014, Shift has funded more than 30,000 Australian businesses.