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Investment Oversight Analyst

Future Group
$80,000 - $90,000 a year
Australia
Full time
3 weeks ago

Description


About Future Group

Future Group is not your traditional financial services company – we're a collective of super funds and services committed to changing our planet now for a better tomorrow. When you join us, you’ll become part of a team united by a clear and important mission: to lead the investment movement by advocating and campaigning for a future worth retiring into.

As an Investment Oversight Analyst in our purpose-led investment team, which oversees more than $12.5bn across listed and unlisted assets, you’ll play a key part in executing our investment manager oversight processes. You’ll coordinate our quarterly oversight cycle, contribute to operational due diligence, and support valuation monitoring. It’s a role for someone who enjoys structure, takes pride in getting the details right, and finds satisfaction in working with processes and improving them. And the best bit? You’ll get to work with some fantastic colleagues!

Future Group values diverse lived experience and identities, and we strongly encourage applications from people of Aboriginal and/or Torres Strait Islander backgrounds, those with caring responsibilities, from culturally and racially marginalised groups, with disabilities, who experience ageism, LGBTQIA+ individuals, and those who face social exclusion due to their social class.

We recognise that the recruitment journey may present unique challenges for trans and gender diverse folk, and we are committed to ensuring an inclusive and accessible recruitment process for all. We will happily make any reasonable adjustments to accommodate diverse needs, so if there is anything we can do to support you at any stage of your application, please let us know. For more information about DEIB at Future Group, please contact us at [email protected].

About The Role
  • Implementing the oversight program for FGIM’s external investment managers, including quarterly monitoring, operational due diligence, and valuation reviews.
  • Contributing to manager selection activities and broader investment research initiatives as part of the Investment Research and Oversight Team.
  • Maintaining structured, audit-ready documentation of oversight activities, issues and outcomes.
  • Helping to improve tools, templates and systems that support efficient, high-quality information management and investment oversight.

You'll love this job if


  • Enjoy bringing structure and clarity to complex environments, and take satisfaction in keeping workflows running smoothly.
  • Take pride in accuracy, consistency and quality of your work.
  • Are comfortable working across teams and communicating with clarity and respect.
  • Want to be part of a team that feels personally responsible for making a difference in the climate change debate by delivering high quality investment strategies.
  • Want to be part of a growing business that’s serious about shaping a future worth retiring into.

We're looking for someone who


  • Believes in Future Group’s mission and has a passion for moving Australia’s money out of fossil-fuels and into renewable energy
  • Believes in using the power of money to build a sustainable and equitable world
  • Holds (or is nearing completion of) a CPA or CA qualification, or can demonstrate competence in reading a balance sheet or valuation model.
  • Brings experience in institutional investment environments, including exposure to alternative assets
  • Has evaluated investment managers across business operations, governance, and valuation practices
  • Is highly organised and dependable, with confidence managing recurring reporting cycles
  • Works with precision and structure, maintaining clear and accurate documentation
  • Communicates with clarity and analytical rigour, translating complexity into actionable insights
Don’t tick all the boxes? that’s okay, we like thinking outside the box anyway. We value skills, passion and who you are over what you’ve done or where you’ve studied. So if this job strikes a chord, we want to hear from you!


Why would you enjoy working at Future Group?


  • A purpose-driven organisation - spend your days working on making this world a better place! The more we grow, the bigger the impact we are making on climate change and inequality
  • A B Corp organisation that cares about how it behaves inside and out
  • AFR’s Best Place to Work 2022 for the banking, superannuation and financial services sector
  • Flexibility to fit work into your life (not your life around our work). School drop-offs/pick-ups and lunch-time gym sessions are a thing here
  • The choice to work from home, from one of our co-working spaces, from anywhere within Australia or even from overseas (for a short period of time)
  • The potential to own a piece of the Future Group pie with our unique Employee Share Ownership Program (with some fineprint)
  • Fun company-wide events
  • Progressive, people-focused policies and benefits including Menstrual and Menopausal Leave, Public holidays swaps, Cultural Leave, Mental Health Leave and Gender Affirmation Guidelines and Leave
  • We offer employee network groups for people from diverse backgrounds: SuperGenders for cisgender women, trans men and women and non-binary folks; SuperGlobal for culturally diverse folks; and SuperPride for LGBTQIA+ folks. The groups are a safe, supportive space for people to share experiences and ideas
  • An inclusive parental leave package, with 20 weeks’ paid parental leave for birthing and non-birthing parents of all genders
  • A laptop you can use to work remotely plus an allowance to make your working from home setup comfortable
  • Other perks such as access to our Employee Assistance Program (EAP), the ability to purchase leave, novated leasing arrangements for electric vehicles, and a few more to find out!

About Future Group

Future Group is on a mission to change our planet today to secure a better tomorrow. We’re a superannuation-focused company that’s leading the ethical investment movement to advocate for a future worth retiring into.
Our vision is for a future where all of Australia’s retirement savings contribute to positive social and environmental impacts. Together we can use the power of money to build a sustainable and equitable world.
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