Financial Navigator guiding patients through their financial journey during their stay and post discharge at healthcare facilities. Involves educating patients and addressing financial queries.
About the role
- Investment Risk & Governance Analyst collaborating with teams on portfolio management and risk oversight in Australia's investment consulting sector.
Responsibilities
- Supporting the Investment Risk and Governance function through quarterly reporting, managed account operations, and platform governance activities.
- Generating portfolio risk analysis reports and insights to support decision-making and medium-term asset allocation.
- Working closely with Legal & Compliance to ensure managed account operations remain compliant and minimise the potential for breaches.
- Leading rebalancing sessions and portfolio change execution, ensuring accuracy and adherence to risk parameters.
- Maintaining up-to-date investment documentation such as Product Disclosure Statements, Investment Manager Agreements, and portfolio construction guidelines.
- Contributing to client insights and assisting in the preparation of materials for risk meetings, governance reviews, and new portfolio launches.
Requirements
- You should have around 1-3 years of experience in investment risk, governance, or portfolio management, ideally within an asset consulting or funds management environment.
- You will hold a degree in Finance, Business, or a related field, with RG146 compliance considered an advantage.
- You should bring a strong understanding of investment structures, portfolio construction principles, and risk management frameworks.
- You must be highly proficient in quantitative analysis, with excellent attention to detail and a strong command of Microsoft Excel, PowerBI and risk analysis systems.
- You will have excellent communication and stakeholder management skills, with the ability to present insights clearly and professionally.
Benefits
- The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
- A pleasant, ambitious and professional working climate with good opportunities for further development
- A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
- Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
- Eligibility of discretionary bonus
- 4 days of study leave per annum
- $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
- A range of wellbeing offerings and discounts on everyday spending
- Flexible work options under our Versatile Work Practices
Job title
Job type
Experience level
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Not specified
Degree requirement
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