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
Product Manager Intern for Financial Services at bsport, an all - in - one platform for boutique fitness. Collaborating with cross - functional teams to build payment and invoicing features.
Senior Analyst in Strategic Finance at Vantage Data Centers. Collaborating with leadership to drive financial strategy and support investment decision - making for growth.
Mid - level Banking & Finance Lawyer supporting global banking clients with lending documentation. Collaborating with stakeholders in a specialist team in a hybrid working environment.
Digital Platforms Senior Analyst supporting design strategy and execution for financial platforms at Protiviti. Collaborating with teams to enhance existing products and services and lead new product initiatives in a hybrid work environment.
Finance Operations Assistant managing supplier invoices and purchase orders for The Kite Factory. Collaborating with Finance & Agency teams to support financial processes and queries.
Financial Planning & Analysis Analyst supporting financial planning, performance management and decision - making for a complex international division. Producing reports and insights for senior leadership.
Outbound Financial Services Representative reaching out to clients at CIBC. Advising on financial services products and assisting with their financial needs through a fast - paced Contact Centre.
Finance Manager leading financial operations at Vintage Cash Cow, facilitating team development and overseeing financial processes. Ensuring compliance and driving process improvements in a growing environment.