Ccedec6e

Senior Analyst, Investment Governance

Salary $150000 - $200000
Back to job search

Job Description

The Company

Our client is part of a renowned global life insurance group with a focus on the acquisition and management of life insurance policies. As a highly recognised industry leader in life insurance, super and investments in Australia and New Zealand, it manages over $30 billion of assets and attracts millions of customers.


The Opportunity


Due to company growth, our client is now seeking an experienced Senior Investment Analyst to 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. You will bring fresh perspective and contribute actively to help driving the company to be ahead of the game in the industry.

The role can be based in Sydney or Melbourne.


Key Accountabilities

As a member of the Investment Management Chapter the 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

To be successful in this role you will have

  • Demonstrated experience in investment governance/ investment operations/ investment compliance/ actuarial areas
  • 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.


Whether you are a sports fanatic, shark diver or part time antique collector, we celebrate your uniqueness.

Parity consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.

Other Roles Like This

Product Management & Development

Product Manager - Group Life Insurance

Sydney
Negotiable

The Company Our client is one of Australia's major players in the Group Insurance market, looking after the needs of ...

Read more
Product Management & Development

Product Manager

Sydney
Excellent growth potential

The Company We have partnered with a Saas based solutions organization that provides advanced compliance software whi...

Read more
Data Science & Engineering

Data Analyst Contract Position

Sydney CBD
Negotiable

The Company One of the leading financial services organisations in Australia, our client is well known for serving an...

Read more
Pricing & Actuarial

Actuary/Senior Actuary

Sydney CBD
Negotiable

Job Description - Actuary/Senior Actuary The Company Parity Consulting are a specialist recruitment consultancy worki...

Read more
Data Science & Engineering

Senior Data Scientist

Sydney CBD
Negotiable

SENIOR DATA SCIENTIST The Company We have partnered up with a rapidly growing Financial Services firm which is known ...

Read more
Marketing & Communications

Marketing Executive

Sydney CBD
Negotiable

The Company A Global Investment Management organisation who has a strong presence in Australia, this business is inve...

Read more
Product Management & Development

Offer Document Specialist - 12 months contract

Sydney
Attractive package and great culture

The Company Our client is a well-respected global investment management leader with a diversified asset class mix. Wi...

Read more
Product Management & Development

Product Owner - Core Platform/API

Wollongong
attractive package

The Company We have partnered with an innovative Payments company that is in growth phase. This scale up organisation...

Read more