HESTA Super Fund2 followers35 jobs

Senior Analyst - Portfolio Monitoring and Reporting (Regulatory Reporting)

SeniorContractHybridMelbourne VIC, AustraliaPosted 5 days agoVerified 2 days ago
Pending fitX of Y criteria met

About the job

As a Senior Analyst in Portfolio Monitoring and Reporting, you will play a crucial role in managing APRA submission workflows and ensuring compliance with regulatory standards. Your work will directly impact the financial well-being of our members, making a real difference in their lives. The team thrives on collaboration, inclusion, and a proactive approach to risk management, creating an environment where everyone can contribute their authentic selves.

You'll be responsible for

📅

Managing APRA submission workflows

Coordinating data from custodian and internal teams to meet lodgement deadlines for quarterly and annual submissions.
💰

Leading fees and costs disclosures

Calculating and disclosing fees and costs for Periodical Member Statements under RG97 and PHD requirements.
📈

Conducting variance analysis

Performing quarter-on-quarter variance analysis and presenting findings to senior stakeholders.

Key criteria

📊

APRA reporting experience

Demonstrated experience with APRA reporting in superannuation.

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🔍

Data quality expertise

Proven ability to identify and remediate data quality issues.

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📈

Variance analysis skills

Experience performing quarter-on-quarter variance analysis for reporting.

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Meet the team

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5 criteria for this job
APRA reporting experience
Demonstrated experience with APRA reporting in superannuation.

View

Data quality expertise
Proven ability to identify and remediate data quality issues.

View

Variance analysis skills
Experience performing quarter-on-quarter variance analysis for reporting.

View

Technical proficiency
Competency in Excel, SQL, and Power BI for data management.

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Regulatory knowledge
Familiarity with ASIC RG97 and PHD disclosure requirements.

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