Product and Reporting Analyst at Russell Investments

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

0.0

Posted On

23 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Management, Reporting, Regulatory Reporting, Financial Analysis, Data Analysis, Microsoft Excel, Teamwork, Communication, Attention to Detail, Problem Solving, Superannuation Knowledge, Insurance Industry Knowledge, Process Improvement, Stakeholder Engagement, Quantitative Skills, Qualitative Skills

Industry

Financial Services

Description

Business Unit: Australia & New Zealand Job Description: Key Responsibilities 1. Product Management & Reporting Support the Director, Business Strategy and Operations on product and operations related activities. Develop into the subject matter expert (SME) for fee-related processes, including Employer fee and premium payment requests, supporting RG97 disclosure processes, reviewing administrator fee configurations and deductions, and supporting fee analysis for new business opportunities Monitor key client and product requirements and resolve queries. Conduct analysis of key product rules such as buy/sell spread and switching analysis Provide support for industry surveys and competitor analysis Review product disclosure material. 2. Regulatory Reporting APRA Reporting – manage, co-ordinate and prepare the required APRA Reporting working with our administration and custody partners and the Office of Superannuation Trustee, including Analysing and comparing reporting across competitor Providing guidance on reporting and resolving queries Reviewing APRA guidance and implement any changes to reporting; Collating data, preparing and checking final reports to very high level of quality and accuracy Identify opportunities for process improvement, efficiencies in the preparation of these reports while retaining high levels of quality and accuracy Assist in the delivery of Annual Reports and Product Dashboards to meet regulatory requirements. Assist with the quarterly and member statement project 3. Financial & Accounting Support Support the production of the Annual Report and Financial Statements for the Master Trust. Oversee the employer sub-plan reporting, co-ordinate the investment instructions and payment requests for employer sub-plans Assist with unit pricing analysis, cashflow management and transaction activity. As part of the role, you will develop a deep understanding of the Fund's products and the associated data infrastructure supporting those products, and also develop into a subject matter expert across key product design (including regulatory reporting and fee structures). You will also participate in engagement with our external administrator in scoping, designing and documenting product specifications regarding product management and product development initiatives. Skills/Attributes Required Key skills and attributes required for the role. 3-5 years of related experience Relevant tertiary qualifications including degree in actuarial studies, commerce, finance or economics, with excellent grades; Strong qualitative and quantitative skills and excellent judgment; Proficient with Microsoft office, in particular Excel (including Visual Basic); Experience with regulatory reporting is favourable A good team worker, capable of building strong and trusted internal working relationships across businesses and functions in order to deliver required results; Hands-on approach; Drive and determination to succeed in a competitive market and dynamic environment; Experience within the superannuation or insurance industry strongly preferred; Membership of the Actuaries Institute of Australia would be considered favorably, but not essential. Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $355 billion in assets under management (as of 6/30/2025) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

Responsibilities

The Product and Reporting Analyst will support the Director of Business Strategy and Operations in product management and regulatory reporting activities. Key tasks include managing APRA reporting, conducting product analysis, and assisting in the production of financial statements.