Platform Investment Analyst

3 weeks ago

Sydney, Australia AMP Limited Full time

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking.

For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

**Help people create their tomorrow, while you create yours**

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we’ve been doing it for over 170 years.

If we do our job well, we genuinely add to the prosperity of our country and its people.

**How you’ll make an impact**

The primary focus of the role is to own and deliver reporting, dashboards and data analytics as it relates to managed portfolios. This role requires the applicant to be able to manage time and deliver to tight deadlines while collating content and data via various sources, managing internal and external stakeholders including senior management.

This role will specifically focus on areas to ensure a contemporary, competitive platform and managed portfolio menu including;
- Own and deliver weekly, monthly and quarterly reporting on managed portfolios for investment managers, advisers and other key stakeholders
- Provide project management support as it relates to managed portfolios
- Support in the development of disclosure documents as it relates to managed portfolios
- Support managed portfolio investment operations with questions regarding appropriate management of managed portfolios
- Support changes and setup of managed portfolios (manage questionnaires, fund fee analysis, portfolio setup in systems and downstream tools etc.)
- Support in responding to queries from advice practices on partnered managed portfolios
- Support performance calculations and data analytics for managed portfolios
- Troubleshooting of queries related to managed portfolio performance calculation and the North system

**What you will bring to the team**

Ideally, you will bring the following experiences to this role:

- Demonstrated experience in the Australian Wealth Management market (2+ years) across Platforms, Investments, managed portfolios and/or advice
- Experience in stakeholder management including Fund Managers and internal; project teams
- Strong understanding of data, analytics and reporting requirements
- Ability to work with complex spreadsheets and SQL to deliver enhanced dashboards and reports
- Experience with managed portfolios or extensive reporting is favourable
- Sound understanding/ knowledge of financial instruments and products
- Advanced excel skills including Power BI
- Strong database (SQL), data mining and data analysis experience
- Good understanding of the competitive market for investments offered by other Platforms

**You’ll thrive here if **

If you can adapt from BAU to the ambiguous with ease, you’ll do well here. Change is never easy, so bring your commitment, grit and growth mindset.

Because we run lean, you’ll be expected to jump in and deliver across a variety of areas. Meaning, you’ll be closer to the action and executive decisions that influence where we go next.

If you’re someone that can hold their own, you’ll find AMP quite liberating.

**Why we think you’ll love working at AMP**

Doing what we’ve always done is not an option, so your clever ideas will get airtime here. You’ll be encouraged to speak up and try new things. If they don’t work, we move on - better for it.

We know there’s no one way of doing things. So, you won’t have to sacrifice who you are or how you work to fit in here. We’re inclusive and flexible in many of the ways you’d expect. And in some of the ways you wouldn’t. As long as your health and wellbeing come first - at home and at work.

In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you’ll find moments to connect, feel valued and do meaningful work.

Whether it’s through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have.

**We believe in the power of inclusion and diversity**

We’re dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers.

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