_{23rd April, 2026}

• Fixed Term (until end of 2026)

Lead primary research and ongoing monitoring for managed fund approvals across third-party platform super funds. This is a high-impact role where you'll drive rigorous investment analysis, deliver clear risk insights, and make evidence-based recommendations that shape investment decisions for our members.

Reporting to the Head of Investment Governance, you'll take ownership of the entire investment lifecycle—from conducting deep-dive due diligence on new managed funds and ETFs to maintaining ongoing monitoring across our coverage universe. You'll prepare concise investment memos for the Investment Committee, run structured quarterly reviews, identify early warning signals, and lead remediation actions when needed. This is a specialist role ideal for someone who thrives on analytical rigour, loves simplifying complex findings, and wants to make a tangible contribution to investment governance excellence.
 
What you'll do:

• Lead bottom-up due diligence on managed funds, ETFs and TDPs, assessing people, process, philosophy, performance, risk, fees, ESG and liquidity
• Prepare clear investment memos for the Investment Committee with well-framed recommendations, risks, and mitigants
• Maintain coverage universe and run structured quarterly reviews on performance, risk metrics, factor exposures and style drift
• Identify early warning indicators such as team turnover, process drift, capacity stress or mandate breaches
• Build and interpret performance and risk dashboards using Morningstar Direct and internal data
• Lead remediation actions including fee negotiations, transition planning and watch/terminate recommendations
• Engage platform providers on approval requests, data quality, reporting timeliness and product actions

What you'll need to succeed:

• Solid experience in manager research, multi-asset/manager selection, or platform investments within superannuation or asset owner environments
• Strong capability with Morningstar Direct (research centre, performance/risk modules, custom universes) and Excel/Power Query for analysis
• Familiarity with APRA standards and guidance (SPS 530, SPS 515, SPGs) and super platform dynamics
• Tertiary degree in Finance or Economics; CFA/CAIA progress or completion desirable
• Superior investment judgment with crisp writing and executive-level communication skills
• Analytical rigour paired with curiosity and a bias-to-action on remediation
• Proven ability to influence stakeholders and simplify complex findings

 
What we offer:

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, modern office fit-out and end-of-trip facilities
• Flexible/Hybrid working environment

About us - Trusted since 1888
 
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
 
Equity Trustees is over 135 years strong - and growing.  Apply now to be part of a successful contemporary trustee company.

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