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About the Role

As part of our Managed Portfolios & Investments team, you'll join the Investment Research & Governance function, helping oversee North's investment menus and managed portfolio offerings through robust governance, investment oversight and data-driven decision making.

Responsibilities

• Support the governance and oversight of platform investment menus and managed portfolio offerings, ensuring strong governance frameworks, quality reporting and effective implementation of investment changes
• Monitor investment performance, risks and watchlist activities, while contributing to investment governance reviews and regulatory obligations
• Prepare committee and board reporting packs, dashboards, recommendation papers and governance documentation
• Analyze investment performance, portfolio data and market trends to generate meaningful insights that support governance decisions and investment recommendations
• Coordinate and support investment menu changes, fund manager transitions, portfolio enhancements and other strategic initiatives across a broad stakeholder group
• Assist with regulatory reporting requirements, including data governance, reporting controls and the management of relationships with external data providers and fund managers
• Build strong partnerships across Product, Risk, Legal, Operations, Technology and Investments teams to deliver positive client and business outcomes

Requirements

• Tertiary qualifications in Finance, Economics, Investments, Business or a related discipline
• Experience or a strong interest in investments, investment governance, superannuation, wealth management, managed portfolios or platform investments
• Strong analytical and problem-solving skills, with the ability to interpret data, identify trends and generate actionable insights
• Experience preparing management, committee or board reporting
• Understanding of investment governance, risk management, regulatory obligations or compliance frameworks
• Advanced Excel skills and experience working with reporting tools and large datasets
• Exposure to SQL, Python or data analytics tools will be advantageous
• Excellent communication and stakeholder management skills, with the ability to work collaboratively across diverse teams
• Adaptability to transition between BAU and ambiguous situations
• Commitment, grit, and a growth mindset
• Willingness to take initiative and deliver across various areas
• Ability to hold your own and contribute independently

Skills

• Investment governance
• Investment oversight
• Data-driven decision making
• Platform investment menus
• Managed portfolio offerings
• Governance frameworks
• Quality reporting
• Investment performance monitoring
• Risk monitoring
• Watchlist activities
• Regulatory obligations
• Committee reporting
• Board reporting
• Dashboard preparation
• Recommendation paper preparation
• Governance documentation
• Portfolio data analysis
• Market trend analysis
• Actionable insights generation
• Investment menu changes coordination
• Fund manager transitions coordination
• Portfolio enhancements coordination
• Strategic initiatives coordination
• Regulatory reporting assistance
• Data governance
• Reporting controls
• External data provider relationship management
• Fund manager relationship management
• Stakeholder management
• Advanced Excel
• Reporting tools
• Large dataset analysis
• Power BI
• SQL
• Python
• Data analytics tools
• Communication skills
• Collaboration

Location

• Australia
• New Zealand

Work Type

• Full-time

Experience Level

• Mid-level

Education Level

• Tertiary qualifications in Finance, Economics, Investments, Business or a related discipline

Benefits

• Opportunities to volunteer
• Fundraising opportunities
• Giving back to the community

About the Company

• AMP is a financial services company that helps people with their banking, super, retirement, and finances.
• The company has been operating for over 170 years.
• AMP is undergoing a transformation with new leadership and thinking, aiming to redefine financial services.
• The company fosters inclusion, diversity, and a sense of belonging, believing it sparks creativity and innovation.

Equal Opportunity

• AMP is dedicated to fostering inclusion, diversity, and a warm feeling of belonging.
• The company is committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people.
• Candidates are encouraged to apply and explore the Reconciliation Plan on the website.
• AMP provides support to candidates to ensure they can present their best selves during the selection process.