Platform Investment Analyst

4 days ago


Sydney, Australia AMP 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

To assist in the management of the platform investments offer. The role will have a specific focus on our regulatory reporting obligations (e.g. APRA and DDO reporting), but will also include wider business support as it relates to investment change activities, competitive analysis, the provision of reports to various internal and external stakeholders, and providing support for various projects where necessary.

Main Focus Areas:

  1. Support the delivery of strategic objectives of the Platform Investments team in relation to effective governance of the investment menu and our managed portfolio offers through:
    • Data analytics to support business and regulatory reporting requirements (e.g. APRA reporting, DDO etc) 
    • Assistance with various investment related activities covering the platform investments range
    • Managing stakeholder queries as it relates to platform investments
    • Coordinating change management activities, including investment option approvals and implementation.
    • Liaising with stakeholders such as IT and Ops on investment option changes.
  2. Support data analytics and navigate the investment frameworks of NM Super (superannuation trustee) and NMMT (platform operator and responsible entity) to support regulatory obligations and business decisions. 
  3. Support risk management and compliance by contributing to the resolution of incidents and breaches relating to the Platform Investments team, the documentation and maintenance of key process maps and obligations, and maintaining all relevant controls in risk and compliance strategic systems.

What you will bring to the team

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

  • Relevant qualifications within economics or finance are essential with advanced or post graduate study advantageous. 
  • Experience with superannuation and investment products.
  • Ability to work effectively in a dynamic environment and comfortably deal with change (marketplace and business).
  • Demonstrates a sound understanding of risk frameworks, systems, and controls.
  • Proven experience in making presentations to internal stakeholders to an investment.
  • Strong understanding of investments, fund managers and investment operations and ability to critically evaluate and analyse the impacts from investment reports and change activities.
  • Ability to make sound and justifiable recommendations and the confidence to present those recommendations to investment committees if required.
  • Effective cross functional stakeholder engagement and relationship management.
  • Strong investment analytics, modelling, and implementation skills.
  • Strong Excel & PowerBI skills and the ability to manipulate large data sets is critical.
  • SQL knowledge would be advantageous.
  • Demonstrate a strong understanding of risk frameworks, systems, and controls.
  • High attention to detail.

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. 

We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process. 

We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website> (insert link)

Ready to create your tomorrow?

If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.

Don’t procrastinate We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.

Looking forward to meeting you.


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