Platform Investment Analyst

2 days ago

Sydney, Australia AMP Full time

Platform Investment Analyst

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 Product Analyst role is responsible for supporting the management of AMP's Managed Portfolio products set. This involves maintaining competitive and compliant products and solutions and creating strong product value propositions for customers and advisers to drive increased cashflow and revenues and retain existing value.

In addition, the role supports relationships and commercials with External fund managers on the North Investment menu as well as the Managed Portfolio Asset Consultants/Investment managers.
- Support product development initiatives and continuous improvement of investment products
- Support Senior Managers and Head of Investments & Managed Portfolios on product strategy
- Support strategic projects related to Managed Portfolios and investment menu growth
- Contribute to ongoing competitor analysis to make informed investment menu decisions
- Contribute to ongoing technology development initiatives for Managed Portfolio and Investment solutions
- Support implementation of regulatory compliance requirements and product changes
- Support relevant Platform Agreement management and operational implementation
- Collaborate with the Disclosure Team to ensure accurate and compliant product documentation

**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 Product, including Wrap Platforms, superannuation, retirement, and advice
- Demonstrated experience in funds or asset management, investment operations and distribution (2+ years).
- Product management and/or development experience and skills
- Proven experience in Platforms, managed portfolios and investment products
- Experience working within a Managed Portfolio Product is advantageous.
- Understanding of compliance requirements, relevant legislation, and the role of regulators
- Business related tertiary qualifications and/or relevant post graduate qualifications e.g. law/finance/commerce degree
- SQL or Python proficiency is advantageous
- Strong attention to detail and Self-motivated problem solver
- Effective cross-functional stakeholder engagement and relationship management
- Sound understanding of regulatory environment
- Sound PowerPoint presentation and go to market strategy focus
- Sound understanding of the competitive market in which AMP operates with a customer first mindset
- Effective analytical and implementation skills
- Ability to work effectively in a dynamic environment and comfortably deal with change (marketplace and business)
- Ability to make sound and justifiable recommendations and the confidence to present those recommendations to Boards and investment committees if required.

**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

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