Netwealth

Reporting Analyst - Legal, Risk and Compliance

Melbourne Office. Posted 10 days ago

The role

You will own the end-to-end production of recurring reporting for the Risk, Legal & Governance function. This involves bringing together data and commentary to create reports, dashboards, and insights for senior leaders, committees, and Boards.

What you will do

  • Prepare quarterly Risk, Legal & Governance reporting and supporting papers for Executives, committees and Boards.
  • Produce monthly and ad hoc reports covering incidents, breaches, risk assessments, and regulatory matters.
  • Manage reporting calendars, deadlines, contributions, review cycles, version control and final sign-off.
  • Extract, reconcile and validate information from Protecht and other data sources.
  • Analyse trends, themes and exceptions and translate them into clear commentary, charts and dashboards.
  • Check the consistency of figures across reports and work with data owners to resolve errors.
  • Standardise reporting templates, definitions and metrics.
  • Identify opportunities to streamline and automate reporting using Protecht, Excel, Power BI and Microsoft 365 tools.
  • Document processes so reporting remains repeatable and resilient.
  • Provide reporting requirements and data-quality feedback to the Risk Systems and Analytics Manager.

Required qualifications

  • Expertise in reporting, data analysis or management information within risk, compliance, audit or governance.
  • Experience producing recurring management, committee or Board reporting.
  • Advanced Excel skills and confidence working with complex datasets.
  • Strong analytical capability, including data validation, reconciliation and trend analysis.
  • The ability to produce clear, concise written commentary for senior audiences.
  • Strong attention to detail and the ability to manage several reporting cycles and deadlines.
  • Confidence engaging and following up stakeholders at different levels.
  • Integrity and discretion when handling confidential information.

Nice to have

  • Protecht or another governance, risk and compliance platform.
  • Power BI or a similar data-visualisation tool.
  • Wealth management, superannuation or investment platform experience.
  • Exposure to APRA or ASIC regulatory frameworks.
  • A qualification in commerce, finance, business analytics, data, risk or a related discipline, or equivalent practical experience.

Benefits

  • Paid parental leave
  • Fully funded school holiday program
  • CU Health (virtual healthcare)
  • Income protection
  • Flu shots
  • Wellness weeks
  • Retail discounts
  • Financial wellbeing services
  • Social events, trivia nights, and corporate sports
  • Employee Resource Groups
  • Paid volunteering
  • End-of-trip amenities and daily breakfast in Melbourne

About the company

Netwealth is an innovative FinTech business shaping the future of wealth in Australia. The company provides an award-winning platform and NextGen technology to empower advisers and investors.

Reporting Analyst - Legal, Risk and Compliance at Netwealth | JobZoey