Permanent Role Sydney or Melbourne based – WFH two days per week Incredible opportunity to join BT Financial Group's Platforms and Investments business BT is the wealth management arm of Westpac Group; we aim to provide solutions for our customers in the creation and management of wealth. We do this by finding the most intelligent ways to manage, preserve, administer and advise on wealth, through our house of brands. BT provides a full spectrum of wealth products and services across investment, superannuation and retirement income products, investment administration, financial advice, private banking and insurance solutions.
How will I help? The Platforms Investment Research Team (PIR) is part of the BT Platforms and Investments business and has primary responsibility for monitoring and oversight of the investments available across BT's Platforms & Investments' products.
PIR carries out investment research across a broad range of investments and asset classes as part of the monitoring processes of the BT Investment Governance Policy. The team is responsible for recommending the approval and removal of investments on BT's platforms' menus.
The role of the Research Associate supports the team in carrying out their investment due diligence and reporting responsibilities. The successful candidate will also assist in responding to stakeholder and client queries. Working in a tight knit team, this role is varied and will interact with many groups within the business.
Key responsibilities include:
Assist in management of stakeholder queries. Assist with investment additions, closures, and investment option reviews. Assist with preparation of PIR papers/reports. What's in it for me? Inspiring locations. Flexible workspaces. And unexpected opportunities. Plus, the backing and great benefits from one of the most refreshing employers in Australia. For example, you'll be able to have access to some of the best banking, wealth and insurance benefits in the market, be paid well, as well as an entire suite of online learning and career planning tools so you can grow.
What do I need? To be successful in this position you will come from a role within BT or the wider Westpac Group, ideally with exposure to analysis, governance or report writing.
You will be curious and have passion for investment markets, and be comfortable dealing with stakeholders at various levels.
Additionally, you may have the following attributes:
Tertiary qualifications (or working toward) in a business/ finance related discipline Some exposure and/ or keen interest in investment research Knowledge of Platform and/or Advice businesses High attention to detail Demonstrable ability to streamline processes Advanced problem-solving skills and critical thinking Solid organisational and time management skills, ability to meet deadlines What's it like to work there? For the past 200 years, we've been backing people, businesses, communities, and ideas. As Australia's first bank, we've adapted and evolved, inspired by our customers and a genuine desire to create better futures.
Together, we're creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.
We make change happen in the community. It's our shared vision of a safer, greener and more inclusive world that sees us back new ideas, innovations and individuals who are creating better futures.
How do I Apply? Start here. Select the APPLY or APPLY NOW button.
At Westpac we are committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products and services for our customers, employees, and community.? This role is open to experienced candidates seeking a discussion around workplace flexibility. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds,?people with disability, neurodiverse individuals, and Indigenous Australians to apply. If you have questions about the recruitment process, please email
Do you need reasonable adjustments during the recruitment process? We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please call 1800 655 592 Option 2.3 or email
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