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.