Product Integrity Analyst, Calculations

Overview

This role supports the delivery of accurate off-system investment calculations for internal teams, external clients and regulatory bodies.
You’ll work closely with Operations and IT, complete off-system calculations, help maintain and improve calculators, and build your knowledge as a subject matter expert in investment-related processes and systems.

• Hybrid working conditions, Melbourne preferred location 
• Help deliver accurate investment calculations and grow your Excel, SQL, and finance skills in a supportive team

Key Accountabilities and Main Responsibilities

Strategic Focus

• Support quality and improvement initiatives across Investments and Product Integrity
• Collaborate with team members to solve problems and share knowledge
• Identify opportunities to improve processes and ways of working

Operational Management

• Complete off-system investment calculations to support member enquiries and complaint resolutions
• Work with Product Integrity Analysts to manage calculation requests within agreed SLAs and fund rules
• Write and run SQL queries to extract data for analysis and calculations
• Assist with investigating calculation enquiries and reviewing peer calculations
• Support projects involving investment changes, system updates and new fund transitions
• Assist with reporting and analysis as required

Governance & Risk

• Follow Off-System Calculations policy and support oversight of calculators
• Deliver accurate calculations to ensure positive outcomes for members, clients and Trustees
• Comply with risk, legislative, policy and quality requirements, including OH&S

Experience & Personal Attributes

• Strong numerical skills with confidence using Excel
• Working knowledge of Excel (advanced skills an advantage)
• Basic to intermediate SQL knowledge, or willingness to learn
• Background or interest in Finance, Accounting, IT or Data
• Interest in improving processes through practical technical solutions
• Degree in IT, Accounting, Finance or a related field (or near completion)
• 1–3 years’ experience in Financial Services or a related industry
• Exposure to Superannuation or Pension environments desirable but not essential
• Strong attention to detail and customer-focused mindset
• Clear written and verbal communication skills
• ASFA qualification or equivalent well regarded, but not required

 Some of our Employment Benefits:

• Flexible working– enabling our employees to work in the office and at home
• Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
• Employee Recognition Program - to recognise people who are demonstrating our values and
• Talent Referral Program
• Salary Sacrificing via Superannuation
• Employee Assistance Program
• Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
• Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
• Novated Car Leasing

 Culture @ MUFG Pension & Market Services:

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

How to apply

Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background/police screening check prior to commencement of employment.