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Information and Reporting Officer

2 weeks ago

Melbourne, Australia LGT Crestone Wealth Management Full time

Min Experience- 4 yearsYour team

The Risk, Legal & Compliance Team consists of 22 people based in Sydney and Melbourne
The team covers operational and credit risk, compliance, legal, information security, company secretarial and assurance functions
The RL&C team interact extensively with employees across the business
The RL&C team actively assist business, focusing on pragmatic solutions to deliver good risk and compliance insights and outcomes while driving business ownership as the first line of defence
This role is within the Risk & Compliance sub-team and its key stakeholders are the RL&C Leadership team

Your Role

The role’s overall responsibility is to be a trusted adviser to Risk LT. It will deliver accurate and reliable data; develop and manage team, local and group reporting; partner with stakeholders in identifying appropriate information sources; and analysing data to support understanding, oversight and remediation is of emerging risk and compliance issues.
Key responsibilities include:

- Providing data analysis and project coordination support for day-to-day activities and our business process
- Identifying and executing on continuous improvement aspirations of the Risk and Compliance Team
- Performing targeted ‘deep dive’ data analysis, including data mining and/or data validation as required for special investigations, thematic reviews and periodic / ad hoc tasks using information from data sets for customers, accounts, transactions, and trade histories
- The construction / refinement of robust analytic solutions such as reporting / business intelligence dashboards, including documenting processes and procedures, training users and solution maintenance
- The construction and management of data entry interfaces including Microsoft Forms and their related underlying data sets
- Supporting team and group aligned project objectives, partnering with the Delivery Team as required
- Supporting the team to meet Group Reporting responsibilities, including coordinating and collating data submissions for meetings and forums on Risk, Compliance and ESG activities, liaising with Group counterparts, and attending meetings as required
- Supporting the team and wider business to fulfill local reporting responsibilities, including coordinating and collating data submissions and papers for the local Executive Risk & Compliance Committee, and attending meetings and taking minutes as required
- Supporting the RL&C team and key stakeholders across the business to manage data integration into LGT Group risk tools, and support the subsequent ongoing data management as required
- Adopt and centralise key data centric controls including staff trading and conflicts reporting

Your skills & experience
- 4+ years of relevant work experience in the financial services industry, data management roles or with a regulator, preferably with Wealth Management exposure
- Advanced Excel skills are essential
- Experience / proficiency with MS Access, MS Forms, Alteryx Server, Tableau, SharePoint, and SQL is highly desirable
- Exposure to / practical experience with risk and compliance management frameworks and processes is desirable
- Knowledge and practical experience of local financial services laws and regulations would be highly regarded
- Experience with Avaloq is beneficial

Your role competencies
- Strong written and verbal communication skills are essential
- Resilient, resourceful, and motivated self-starter who is flexible and adaptable, and has a pragmatic approach to issues
- Has good judgment with high integrity and ethical standards
- Strong collaborative approach to relationship management, who is able to work with and influence varied stakeholders
- High levels of accuracy and attention to detail with the ability to produce a high standard of work in a fast-paced evolving environment that can require multi-tasking and the management of diverse activities
- Strong analytical and problem-solving skills, including the ability to analyse complex systems and business processes, and identify efficiencies
- Possesses the ability to synthesize data from multiple sources, derive meaningful insights, and formulate actionable recommendations
- Excellent Excel / data skills with an ability to educate on both processes and outputs
- Ability to manage mini projects and deliver quality output to deadlines

Your qualifications
- Bachelor’s degree in Commerce, IT, Data Science, Management, Finance or Law is desirable
- Relevant industry qualifications / certifications in analytics, Financial Services or project management are desirable