Investment Risk Analyst

3 weeks ago

Sydney, Australia Class Super Full time

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.

At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

As HUB24 continues to grow, we’re investing in the ambitions of our talented team - we understand that these can be both inside and outside work. That’s why we’re as focused on your career development and learning opportunities as we are in developing a flexible workplace where everybody can thrive. We know that when our people are engaged and happy, our customers feel the difference. We operate a hybrid workplace model across our offices with plenty of work from home flexibility: Tell us what you need to be successful.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

**Reporting to the Senior Investment Risk Manager, the Investment Risk Analyst will be responsible for**:

- Providing operationally independent oversight and challenge of risk-taking activities across the HUB24 Group business operations.
- Performing daily pre and post trade mandate compliance monitoring for the Managed Portfolios on the HUB24 platform.
- Performing monthly mandate compliance monitoring activities for the Managed Portfolios on the HUB24 platform.
- Undertaking regular reviews of investment option data including classification and pricing data.
- Regularly verifying Managed Portfolio data across Agreements, PDS and internal/external data systems.
- Portfolio Mandate Compliance data analytics and reporting (including participating in the enhancement of HUB24 capabilities in this regard).

**Requirements**:

- Tertiary qualification in Finance, Economics, or other relevant discipline.
- Minimum 3-5 years of working experience in a Portfolio Mandate Compliance function within the financial services sector.
- Knowledge of Portfolio Mandate Compliance, Operations, Investment Risk and Legal & Regulatory requirements within the wealth management industry.
- Strong knowledge and experience in at least two of the following will be key to your success: Portfolio Management Operations, Portfolio Mandate Compliance, and Portfolio Risk and Performance Analysis.
- Demonstrable experience in IDPS and/or Managed Funds, Superannuation products or platforms.
- Experience in Financial Product Advice preferable but not essential.
- Strong communication and interpersonal skills and ability to engage with management, business, and other support partners where warranted.
- Ability to manage time effectively and prioritise competing demands and achieve outcomes and objectives.
- Enjoys working in an unstructured, fast paced, dynamic environment.
- Intermediate/Advanced MS office (primarily MS outlook, MS Excel, MS PowerPoint, & MS Word Skills)

**THE HUB24 STORY**

We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

**_ HUB24 Employee Benefits _**

**_ _**

**Employee Share Scheme**: Receive tax free shares on an annual basis (permanent employees only).

**Unlimited Access to LinkedIn Learning**: Learn, grow, and develop with us.

**Special Leave**: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

**Volunteer Day**: 1 day Volunteer Day to use on your charity of choice.

**Enhanced Parental Leave**: We offer 12 weeks of paid parental leave in addition to statutory government leave.

**Flexible Working**: We offer hybrid working arrangements.

**HUBlife**: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.

**Employee Assistance Program**:Well-being Service provided to you plus your family members.
- We pride ourselves on being an inclusive employer of choice where our people c

  • Analyst, Investment Risk

    3 weeks ago

    Sydney, Australia United Super Pty Ltd Full time

    Risk, Compliance & Operational Due Diligence - Develop & hone your career within a growing investments area - Very supportive team culture with experienced managers **About Cbus** Created by workers, for workers, Cbus Super is one of Australia’s most successful Superannuation funds. For almost four decades we’ve proudly represented those who help shape...

  • Investment Risk and Compliance Analyst

    7 days ago

    Sydney, Australia Kaizen Recruitment Full time

    A leading investment fund manager - High performing and collaborative team - 12 month fixed-term contract | Sydney CBD **About the Company** Our client is a leading investment management firm with nearly four decades of experience. Established by industry pioneers, they specialise in active management of listed equity strategies, including Asia Pacific...

  • Investment Risk and Compliance Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Kaizen Recruitment Full time

    A leading investment fund manager High performing and collaborative team 12 month fixedterm contract | Sydney CBDAbout the CompanyOur client is a leading investment management firm with nearly four decades of experience. Established by industry pioneers, they specialise in active management of listed equity strategies, including Asia Pacific equity and...

  • Investment Analyst

    2 months ago

    Sydney, Australia Profusion Group Full time

    ASX listed firm backed by a US investmentbank - CBD state of the art office - Competetive compensation Investment Analyst/Senior Investment Analyst - Private Debt and Real Estate Credit Company Overview: We are a leading investment firm specializing in private debt and real estate credit investments. With a solid track record and a strong commitment to...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Profusion Group Full time

    ASX listed firm backed by a US investmentbank CBD state of the art office Competetive compensationInvestment Analyst/Senior Investment Analyst - Private Debt and Real Estate CreditCompany Overview: We are a leading investment firm specializing in private debt and real estate credit investments. With a solid track record and a strong commitment to delivering...

  • Investment Analyst

    2 weeks ago

    Sydney, Australia Schroder Investment Management Australia Limited Full time

    **What you’ll do** - Responsible for developing and maintaining data and analytics supporting the Australian Multi-Asset teams investment process. This includes, but is not limited to, valuation models, cyclical analysis, liquidity indicators as well as maintaining and running the portfolio optimiser. - Primary responsibility for the production and...

  • Investment Analyst

    1 month ago

    Sydney, Australia Schroder Investment Management Australia Limited Full time

    What you’ll doResponsible for developing and maintaining data and analytics supporting the Australian Multi-Asset teams investment process. This includes, but is not limited to, valuation models, cyclical analysis, liquidity indicators as well as maintaining and running the portfolio optimiser.Primary responsibility for the production and maintenance of...

  • Investment Analyst

    4 weeks ago

    Sydney, Australia Schroder Investment Management Australia Limited Full time

    What you’ll doResponsible for developing and maintaining data and analytics supporting the Australian Multi-Asset teams investment process. This includes, but is not limited to, valuation models, cyclical analysis, liquidity indicators as well as maintaining and running the portfolio optimiser.Primary responsibility for the production and maintenance of...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Schroder Investment Management Australia Limited Full time

    What you'll doResponsible for developing and maintaining data and analytics supporting the Australian Multi-Asset teams investment process. This includes, but is not limited to, valuation models, cyclical analysis, liquidity indicators as well as maintaining and running the portfolio optimiser.Primary responsibility for the production and maintenance of the...

  • Investment Analyst

    2 months ago

    Sydney, Australia Technology People Australia Full time

    We are seeking a highly motivated and skilled Investment Analyst to join a well known Financial Services company. This role will provide the opportunity to work across a variety of areas within the Investment Strategy and Asset Allocation team, which is responsible for developing and implementing the portfolio to meet long-term objectives including returns,...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia New South Wales Treasury Corporation (TCorp) Full time

    TCorp is a top 10 Australian investment manager with a deep sense of purpose Be valued to your contribution within a team that is centric to TCorp's investment model Hybrid and flexible employer helping our people thrive personally and professionallyTCorp provides best-in-class investment management, financial management, solutions and advice to the New...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Technology People Australia Full time

    We are seeking a highly motivated and skilled Investment Analyst to join a well known Financial Services company. This role will provide the opportunity to work across a variety of areas within the Investment Strategy and Asset Allocation team, which is responsible for developing and implementing the portfolio to meet long-term objectives including returns,...

  • Investment Risk Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Limited Full time

    Join the team that is responsible for the Investment Risk Management of all funds across the Macquarie Asset Management Public Investments business.At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group operating in 34 markets and with 54 years of unbroken profitability....

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Mane Consulting Full time

    Permanent Sydney, New South Wales Posted 4 mins ago- + Bonus USD / Year Salary: + BonusAn Award Winning Fund Manager requires a Investment Analyst to join they Asset Management team where they will work closely with a highly skilled team of Portfolio Managers.**Duties Include: - * Active trading activity in line with Investment Strategy with responsibility...

  • Investment Analyst

    3 weeks ago

    Sydney, Australia Aurex Group Limited Full time

    Global PERE firm - Real Estate Debt specialists - Strong personal development and career growth A well-respected global PERE firm are seeking an Investment Analyst to join their collaborative and high performing team. With a successful track record and undergoing a rapid growth phase, our client is expanding their global presence and product offering, now...

  • Investment Analyst

    3 weeks ago

    Sydney, Australia Aurex Group Limited Full time

    Global PERE firm - Real Estate Debt specialists - Strong personal development and career growth A well-respected global PERE firm are seeking an Investment Analyst to join their collaborative and high performing team. With a successful track record and undergoing a rapid growth phase, our client is expanding their global presence and product offering, now...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Lonsec Full time

    We are currently seeking an Investment Analyst to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis.The role of the Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers.The Investment Analyst will work across a range of asset classes including fixed...

  • Risk and Compliance Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Compliance and Risk Management Recruitment Full time

    Banking & Finance Analyst Sydney Contract18th August, 2023:Our client is a well-known organisation in the financial markets space. They are looking for a Risk and Compliance Analyst to support the execution of the enterprise compliance framework in relation to a key project.Reporting to the Senior Manager of Enterprise Compliance, responsibilities will...

  • Investment Analyst

    4 weeks ago

    Sydney, Australia Aurex Group Limited Full time

    Leading Real Estate Investment Manager - Deliver innovative debt strategies - Exceptional career progression **The Company**: Aurex Group have partnered with a leading Real Estate Investment Manager with a key focus on the highest quality real estate debt and equity opportunities. **The Position**: Our client is currently seeking an **Investment Analyst**...

  • Investment Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Aurex Group Limited Full time

    Global PERE firm Real Estate Debt specialists Strong personal development and career growthA well-respected global PERE firm are seeking an Investment Analyst to join their collaborative and high performing team. With a successful track record and undergoing a rapid growth phase, our client is expanding their global presence and product offering, now...