Product Analyst - Investments at AMP Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

07 Jul, 26

Salary

0.0

Posted On

08 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

SQL, PowerBI, Investment operations, Data reporting, Product administration, Wealth management, Stakeholder engagement, Relationship management, Regulatory compliance, Financial analysis, Process mapping, Investment menu management, Cost recovery, Rebate management, Analytical skills, Implementation

Industry

Financial Services

Description

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 - Investment Menus role is primarily focused on supporting all activities in the management of the North Investment Menu. It also includes data reporting responsibilities, supporting internal and external stakeholders with accurate and timely product-related insights and analytics. The role also supports relationship and commercial activities with external fund managers on the North platform. This role is ideal for a detail‑oriented Product or Investment Analyst with a passion for data, investment products and continuous improvement, who thrives in a fast‑paced wealth management environment, is motivated to develop and grow their capability, and is empowered to work autonomously while collaborating across product, technology and external fund manager relationships. In this role, you will: * Drive end-to-end North Investment Menu management (fund changes, rebates/cost recovery, stakeholder support) while delivering data driven insights and process/compliance improvements. * Own the administration and end-to-end implementation of fund manager rebates and cost recovery arrangements * Support investment product development initiatives and manage Investment menu options changes * Support implementation of regulatory compliance requirements and product changes * Process mapping & continually improving procedures and ways of working. * Own and manage SQL queries, PowerBI dashboards and reports to improve transparency, efficiency, and insight across investment menu * Collaborate with the Disclosure team to ensure accurate and compliant product documentation * Support relevant Platform services agreements, Rebate agreement management and operational implementation * Contribute to ongoing technology development initiatives for Investment menu * Maintain comprehensive support materials and product communications for internal and external stakeholders * Manage relationships with external fund managers and queries via the internal mailbox. * Produce regular and ad-hoc management reporting for senior management, Trustees, and internal stakeholder * Foster a collaborative, knowledge-sharing environment and maintaining a high-performance team culture What you will bring to the team Ideally, you will bring the following experiences to this role: * Previous 1-4 years experience working across a fast paced, collaborative, high performance culture within financial services * Experience in investment operations, data, reporting, or product administration within the Australian wealth management (preferred) * Experience supporting rebates, fee arrangements, cost recovery, or commercial data processes is highly desirable * A desire to work with large, complex datasets across multiple systems * 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 * Strong attention to detail * Strong in SQL & Power Bi * Effective cross-functional stakeholder engagement and relationship management * Sound understanding of regulatory environment * Solid understanding of the competitive market in which AMP operates with a customer first mindset * Strong 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 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. 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.

Responsibilities

The role involves managing the North Investment Menu, including fund changes, cost recovery, and stakeholder support. Additionally, it requires producing data-driven insights through SQL and PowerBI to improve transparency and efficiency across investment products.