Westpac Group Hiring for Investment Insights Associate Job at Sydney Full Time

• Opportunity to join the BT Strategy & Product Business
  
• 12-month Contract Role
  
• Sydney Based
  

How will I Help?

The Investment Insights Associate will work in the Investment Monitoring & Insights Team (IMI) which is a key part of the BT Strategy & Product business and has primary responsibility for monitoring and oversight of the investments available across BT’s Platforms & Investments’ products. BT is the wealth management arm of the Westpac Group.

IMI manages the operations and data capability to support the investment monitoring processes within the business. The team is responsible for delivering quantitative analytics, maintenance of various operating software and supporting stakeholders within Super, Office of the Super Trustee and the Platforms Investment Research Team (PIR).

The successful candidate will drive the enhancement of analytics and insight to support the research team and they must be proactive, show initiative, and be comfortable dealing with stakeholders at various levels across the organisation.

Other Responsibilities Include;

• Manage the implementation and prioritisation of proprietary system enhancements, along with supporting workflow queries in applications such as CRM Dynamics and Power BI
• Quantitatively monitor investments on BT menus and deliver key findings and actionable insights
• Support the research team in provision and presentation of analysis
• Interaction with third-party research supplier relationships
• Partner with business stakeholders to collect, analyse and present data to identify solutions to issues
• Coordinate reporting. This includes sourcing and validating data, maintaining proprietary databases, creating dashboards and report templates

What’s in it for me?

This is a great opportunity to join a blue-chip investment and wealth management business in their Strategy and Product line of business. You will take your foundational investment knowledge and data & analytics capabilities to further establish yourself in the investment management sector. You will further develop your business acumen through working closely with the Platforms Investment Research team, the Super and Platform product teams, the Trustee and Fund Boards, as well as external research and data suppliers.

What do I need?

To be successful you will have the following:

• Two years’ relevant experience in financial services or similar role.
• Tertiary qualifications (or working toward) in a business/ finance related discipline or equivalent industry experience
• Proven data analysis and report writing skills
• Solid understanding of the financial services industry
• Some exposure to investment research
• Ability to disseminate relevant and actionable insights from research and data

Technology

• Advanced MS Office. Working knowledge of CRM Dynamics and Power BI will be well regarded
• Must be highly skilled in the use of MS Excel and demonstrate experience in building/ maintaining complex databases; while not necessary, coding experience will be viewed favourably
• Working knowledge of Morningstar Direct

What is it like to work there?

At the Westpac Group, we’re building a simpler, stronger bank, A bank that is here to help Australians succeed – this means helping our people, customers and communities to prosper and grow. We’ve been helping for over 200 years and our values help build on everything that’s great about us – and change the bits that aren’t.

We aim to be leaders in diversity, flexibility and as an equal opportunity employer. As part of our commitment to creating a flexible, diverse and inclusive workplace, this role is open to experienced candidates seeking workplace flexibility. We invite candidates of all ages, people with a disability and Indigenous Australians to apply.