Senior Manager Investment Governance - OTT - Office of Trustee

The role

You will support oversight of investment governance arrangements and investment options for the Netwealth Superannuation Master Fund. You will provide independent review and challenge across investment governance, due diligence, investment risk, member outcomes and service-provider performance.

What you will do

• Oversee the ongoing review and operation of investment governance frameworks, policies, procedures and delegations.
• Review investment proposals and investment-manager due diligence.
• Assess whether investment decisions appropriately consider and evidence members' best financial interests.
• Support oversight of investment performance, risk, liquidity, costs, valuation and other material governance matters.
• Prepare clear, decision-ready papers, dashboards and recommendations for governance forums.
• Provide constructive challenge over the investment menu, Member Outcomes Assessment and related business-planning activities.
• Monitor investment service providers and related parties against governing agreements, policies and regulatory requirements.
• Identify emerging risks, control weaknesses, incidents and conflicts.
• Partner with Investment, Legal, Risk, Compliance and Product teams to strengthen governance, reporting, controls and documentation.

Required qualifications

• Significant experience in investment governance, investment risk, superannuation, institutional investment oversight or an Office of the Trustee environment.
• Strong knowledge of Australian superannuation legislation, APRA prudential standards and trustee obligations.
• Practical understanding of investment performance, risk, portfolio construction, liquidity, costs and valuation.
• Experience preparing papers and presenting recommendations to boards, investment committees, senior executives or comparable governance forums.
• Experience overseeing outsourced or related-party service providers.
• Strong analytical judgement, written communication and stakeholder-management skills.
• A relevant tertiary qualification in finance, investments, commerce, economics, law, business or a related discipline.

Nice to have

• Postgraduate or relevant professional qualifications

Benefits

• Further education and diverse training opportunities
• Support for internal mobility
• 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
• Paid volunteering

About the company

Netwealth is a FinTech business that provides an award-winning platform and NextGen technology for advisers and investors in Australia. The company focuses on innovation, agility, and challenging the status quo.