Our client is one of Australia's trusted names in the financial services market. With a vision to one of the nation's favourite financial services company, their aspirations are driven by their personal and relationship-based approach. They believe that their success is driven by the quality and experience of talented people working together to deliver optimum client investment outcomes to the Australian, New-Zealand and international markets.
The Opportunity
An opportunity has arisen for Analyst/Senior Analyst professionals within the Investment Governance and Supplier Management team to provide fit for purpose investment & commercial governance of the investment management and support functions. The company has recently adopted an agile way of working.
The role can be based in Sydney or Melbourne.
Key Accountabilities
As a member of the Investment Management Chapter the Analyst/Senior Analyst will be expected to jointly deliver in the following focus areas:
High Quality Decisions
Manage the agenda of the Asset Liability & Investment Committee, prepare decision and action registers and communicate actions/decisions
Review papers for the Board including against policies and delegation framework and provide challenge to contribute to the quality of recommendations
Manage and evolving the Investment Management Team delegation framework & assist with conflicts management
Providing management assurance for decisions and diligence processes within the IMT
Investment Policies & Risk Governance
Be the subject matter experts on investment policies, maintain policies and enable application of polices across the IMT (Derivative Risk Management, SPS 530 liquidity & stress testing, investment options monitoring in the interest of policyholders/superannuation members)
Developing and overseeing the implementation of the ESG investment policy
Design governance requirements for risk monitoring in IMT from time to time (eg. applying Risk Appetite Statement across the Investment Management Team)
Obligations & Compliance
Guiding the IMT's management of obligations (policies, contractual and regulatory)
Develop & maintain framework for operational due diligence of investment managers
Running the incident monitoring process for the IMT on a timely basis & driving resolution of issues, with a particular focus on investment management agreement exceptions
Supplier Management
On boarding & monitoring supplier Compliance & Service Levels
Manage the key investment supplier contracts (investment managers & external data providers) including coordinating and executing changes and assisting negotiation
Coordinating the relationship agenda for the major investment manager, the superannuation trustee and other emerging suppliers
Contract invoice validation for and allocating investment expenses between the shareholder & policyholder
Analysts/Senior Analysts will be allocated work based on business needs, current skills and personal development plans.
Awareness or understanding of relevant APRA standards such as CPS 226, SPS 530, CPS 231
Commercial ability to read and understand/interpret legal agreements, and help with negotiations
An understanding of the broader aspects and operation of the full investment team functions and exposure to various investment decision
Understanding of Incident management process discipline and compliance
Experience writing Committee and Board papers and managing approval processes
Strong interpersonal, stakeholder management and influencing skills
CFA, Actuarial or other relevant investment related qualifications or studying toward
Why Apply?
Being part in setting up a new function of the business
Agile way of working which is quite unique in the investment management space
Work within an organization aimed at empowering employees
Being mentored and coached by industry leaders
Your next steps
Please note - this is a senior role and it is essential to have implementation experience in operational exposure management and rebalancing. If you would like to take the challenge and take that next step, then please Apply. Alternatively please ring Agnes Villanyi at Parity Consulting on 0405 395 021 for a confidential discussion.
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