Funds SA is a South Australian Government corporation that invests and manages over AUD$37 billion on behalf of South Australian public-sector superannuation funds and approved public authorities.
Funds SA is a collaborative, innovative, and professional organisation with a universal strategy to build prosperity for Australians whilst achieving the highest return on investment possible.
Based in Adelaide and globally connected, Funds SA are well-known for their deep investment expertise. National and international partnerships and a “manager of managers” approach drive their pursuit of future financial prosperity through global market reach. They pride themselves in achieving high employee satisfaction scores by investing in their staff and creating a culture of diversity, innovation, collaboration, and trust.
ABOUT THE ROLE This role is an exceptional opportunity to join a newly developed team. Support the Manager Governance, Risk and Compliance (MGRC), and Investment business leaders to deliver, develop and support the investment risk and compliance framework. A diverse role that will assist in enhancing the compliance frameworks as they are modified and tailored to each business group, along with monitoring changes in legal and prudential regulations to ensure the business adapts to new compliance rules and guidelines.
Investigate, resolve, and report all Investment Mandate Agreement (IMA) compliance matters:
Collaborate with other stakeholders to develop and implement all IMA compliance guidelines with the custodian:
Develop, implement, and deliver effective risk management assessments across the investments and operational teams:
Review, and update risk and compliance policies, programs and procedures & provide advice to key stakeholders within the business in line with the relevant standards:
Undertake Operational Due Diligence assessments of investment managers and prepare written reports and recommendations:
Assist in the design, development, delivery and maintenance of the Compliance Program:
Coordinate risk reporting to the Audit and Risk Committee and the Operational Risk and Compliance Committee.
QUALIFICATIONS, SKILLS, KNOWLEDGE AND EXPERIENCE:
Proven experience in senior investment related roles, with at least 2 years' experience within Investment Compliance Management:
Institutional Investment knowledge and/or demonstrated application of investment knowledge in previous roles:
Tertiary qualifications in Commerce, Finance, Economics, Law, or a similar discipline:
Highly developed understanding of the Australian and international funds management industry and investment market:
Deep knowledge of Superannuation and Investments legal and regulatory requirements e.g. AIST and APRA:
A strong ability to multitask and work to a deadline, highly motivated with a strong work ethic:
Sound analytical and problem-solving skills.
This is a rare opportunity for a Senior Investment Compliance Analyst to grow their career within a reputable and globally connected fund manager. This critical role will have a direct impact on the investment outcomes of a purpose driven organisation. If you are interested in applying, please apply directly to the link or contact Amanda Chisholm at Kaizen Recruitment on 0481 706 575.