Company

Lawson DelaneySee more

addressAddressMelbourne, VIC
type Form of workFull time
CategoryAccounting & Finance

Job description

The purpose of this role is to ensure the delivery of high-quality investment governance and strategic advice.
  
Frontier – business overview
  
Frontier is Australia’s leading independent asset consultant. Frontier has been at the forefront of delivering investment advice and technology to institutional investors for more than 25 years. We work to help our client’s advance prosperity for their beneficiaries.
  
The purpose of this newly created role is to work with clients on a broad range of investment governance-related issues. These clients include Superannuation funds, Insurers, Charitable Foundations, and other institutional investors.
  
Core Duties

  • Actively participate in thought leadership and the research process, including the preparation of due diligence documents, report writing and marketing materials relating to Investment Governance.
  • Lead matters relating to Investment Governance with client teams at both large complex superannuation clients and boutique clients such as Family Offices, Charities and Foundations etc
  • Providing high quality and timely consulting advice to clients for Investment Governance related matters including regulatory and market-related updates.
  • Review (or establish) valuation governance frameworks and providing recommendations, value-adding feedback and assessment relative to regulatory expectations.  
Knowledge/Skills/Experience
  
  • Experience working with policy of APRA and ASIC
  • Relevant experience within compliance and or governance.
  • A sound, working knowledge of current, relevant investment governance legislation and compliance requirements.
  • Exemplary interpersonal skills and an ability to work in, and contribute to, a team environment by working co-operatively and effectively in an environment of mutual respect.
  • Excellent verbal and written communication skills and an ability to communicate at all levels.  
If you are interested in this role, please apply via this advert. If you are interested in a career with Frontier Advisors but not this role, please contact me directly – ****@frontieradvisors.com.au
Refer code: 1569721. Lawson Delaney - The previous day - 2024-02-27 11:16

Lawson Delaney

Melbourne, VIC
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