Product and Reporting Analyst

The Product and Reporting Analyst will support product management, regulatory reporting, and financial/accounting functions. Key responsibilities include becoming a subject matter expert for fee-related processes, monitoring client requirements, conducting product rule analysis, and preparing APRA and other regulatory reports. The role also involves supporting annual report production and financial statements for the Master Trust, overseeing employer sub-plan reporting, and assisting with unit pricing and cashflow management. This position requires a deep understanding of the Fund's products and data infrastructure.

Must Have

• Support Director, Business Strategy and Operations on product and operations activities
• Develop into SME for fee-related processes (Employer fee, premium payments, RG97 disclosure, administrator fee configurations, fee analysis)
• Monitor key client and product requirements and resolve queries
• Conduct analysis of key product rules such as buy/sell spread and switching analysis
• Manage, coordinate, and prepare required APRA Reporting
• Assist in the delivery of Annual Reports and Product Dashboards to meet regulatory requirements
• Assist with the quarterly and member statement project
• Support the production of the Annual Report and Financial Statements for the Master Trust
• Oversee employer sub-plan reporting, coordinate investment instructions and payment requests
• Assist with unit pricing analysis, cashflow management and transaction activity
• 3-5 years of related experience
• Relevant tertiary qualifications including degree in actuarial studies, commerce, finance or economics, with excellent grades
• Strong qualitative and quantitative skills and excellent judgment
• Proficient with Microsoft Office, in particular Excel (including Visual Basic)

Good to Have

• Experience with regulatory reporting
• Experience within the superannuation or insurance industry
• Membership of the Actuaries Institute of Australia

Key Responsibilities

1. Product Management & Reporting

• Support the Director, Business Strategy and Operations on product and operations related activities.
• Develop into the subject matter expert (SME) for fee-related processes, including Employer fee and premium payment requests, supporting RG97 disclosure processes, reviewing administrator fee configurations and deductions, and supporting fee analysis for new business opportunities
• Monitor key client and product requirements and resolve queries.
• Conduct analysis of key product rules such as buy/sell spread and switching analysis
• Provide support for industry surveys and competitor analysis
• Review product disclosure material.

2. Regulatory Reporting

• APRA Reporting – manage, co-ordinate and prepare the required APRA Reporting working with our administration and custody partners and the Office of Superannuation Trustee, including

• Analysing and comparing reporting across competitor
• Providing guidance on reporting and resolving queries
• Reviewing APRA guidance and implement any changes to reporting;
• Collating data, preparing and checking final reports to very high level of quality and accuracy
• Identify opportunities for process improvement, efficiencies in the preparation of these reports while retaining high levels of quality and accuracy

• Assist in the delivery of Annual Reports and Product Dashboards to meet regulatory requirements.
• Assist with the quarterly and member statement project

3. Financial & Accounting Support

• Support the production of the Annual Report and Financial Statements for the Master Trust.
• Oversee the employer sub-plan reporting, co-ordinate the investment instructions and payment requests for employer sub-plans
• Assist with unit pricing analysis, cashflow management and transaction activity.

As part of the role, you will develop a deep understanding of the Fund's products and the associated data infrastructure supporting those products, and also develop into a subject matter expert across key product design (including regulatory reporting and fee structures). You will also participate in engagement with our external administrator in scoping, designing and documenting product specifications regarding product management and product development initiatives.

Skills/Attributes Required

_Key skills and attributes required for the role._

• 3-5 years of related experience
• Relevant tertiary qualifications including degree in actuarial studies, commerce, finance or economics, with excellent grades;
• Strong qualitative and quantitative skills and excellent judgment;
• Proficient with Microsoft office, in particular Excel (including Visual Basic);
• Experience with regulatory reporting is favourable
• A good team worker, capable of building strong and trusted internal working relationships across businesses and functions in order to deliver required results;
• Hands-on approach;
• Drive and determination to succeed in a competitive market and dynamic environment;
• Experience within the superannuation or insurance industry strongly preferred;
• Membership of the Actuaries Institute of Australia would be considered favorably, but not essential.