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Product Analyst

IOOF Holdings Ltd - Sydney, NSW

Banking & Finance
Source: uWorkin


  • A leading Wealth Management, advice-led organisation
  • Diverse & Inclusive Culture
  • 6 month fixed term contract

IOOF is one of Australia's leading Wealth Management organisations, undertaking a rapid and exciting transformation. We are a strong and resilient business and despite the current difficult Covid related climate, are investing in supporting our people to onboard and connect them remotely. It is in this context that we are looking for an experienced Product Analystto join our Distribution Team.

The Role

Reporting to the Senior Manager, Product Management - Mastertrust you will primarily be responsible for managing the production and distribution of investment related information for a large suite of investment and superannuation products. You will also assist the OneAnswer product team in relation to various product management tasks.

Key Responsibilities:

  • Working cooperatively, effectively and efficiently with internal and external stakeholders to produce accurate and timely investment and or regulatory reports on a monthly, quarterly and yearly basis
  • Monitoring investment related customer enquiries and data requests via the Research Reporting inbox and respond in a timely manner on a daily basis
  • Assist in preparation of customer and adviser communications
  • Assist in preparation of Product Disclosure Statements
  • Playing a key part in the ongoing support to the Mastertrust product team as necessary.
  • Pro-actively managing and resolve 'roadblocks', escalate where appropriate to ensure deadlines are met
  • Ensure client and adviser data is accurate & fit for purpose for the respective client and adviser communication

To Be Successful in This Role You Will Possess:

  • Advanced level of excel skills and the ability to read and write complex formulas
  • A good understanding of investment concepts such as investment returns, asset allocations and market indices
  • Strong analytical skills and an interest in interpreting data
  • Great attention to detail and strong communication skills (verbal and written)
  • Can work autonomously on moderate complexity tasks
  • Strong interpersonal and problem-solving skills
  • Being able to work collaboratively as part of a team
  • Can clearly represent consolidated findings


  • In return, we offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and life style benefits

The Business

IOOF is one of Australia's leading Wealth Management organisations, undertaking a rapid and exciting transformation. The IOOF group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $143 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).

To Apply

Please submit your resume with a covering letter by clicking on "Apply Now".

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

IOOF is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.