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
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