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Research Analyst - Superannuation/Insurance

Job Title: Research Analyst - Superannuation/Insurance
Contract Type: Permanent
Location: Sydney, New South Wales
Industry:
Salary: Negotiable
Reference: 183542_1540187794
Contact Name: Anson Lam
Contact Email: anson.lam@porterallen.com.au
Job Published: October 22, 2018 16:56

Job Description

Our client is seeking an experienced paraplanner looking to progress into an analyst level role within the research/product space. They are seeking an ambitious and driven individual looking to grow their career within the superannuation/insurance/investments space.

The ideal candidate come from a paraplanning background with experience in financial modelling and forecasting when performing product comparisons.

The role:

  • Utilise paraplanning research experience to perform product comparison
  • Conduct financial modelling and forecasting on products and their performance
  • Review and compare PDS and premiums to update database
  • Work to understand complex functional situations by paying attention to the details of the tasks at hand and by breaking them down into smaller pieces
  • Research products, pricing, strategies and technical issues
  • Conduct comparisons/calculations on superannuation/insurance/investment products
  • Ensure all products reviewed are kept up to date with the constant regulatory changes.

The ideal candidate:

  • 3+ years proven experience within the paraplanning industry
  • MUST have modelling and forecasting experience
  • Attention to detail and analytical mind
  • Strong numerical and spreadsheet skills

The Benefits:

  • Great opportunity for career development and career change
  • Continuous learning and development opportunities
  • Located conveniently in Sydney CBD.

For a confidential discussion please call Anson Lam on 02 8247 5712, email ansonl@porterallen.com.au or click on the apply button below.

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