SVP, Direct Investments
BarkleySalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Wealth Management, Financial ServicesIndustries
Requirements
- Significant experience in investment risk management, ideally within a Line 2 risk function
- Strong understanding of investment risk frameworks, investment classes, and regulatory requirements
- Experience working with investment products, platforms, or wealth management businesses
- Proven ability to partner effectively with business units while maintaining independence
- Tertiary qualifications in finance, risk management, or related discipline
- Professional certifications (CFS, FRM or Risk Mgmt quals)
- Knowledge of APRA, ASIC and relevant regulatory requirements, for investment platforms
- Prior experience working with managed accounts, investment menus, private markets, alternative assets
- Strategic thinker who can balance robust risk oversight with pragmatic business partnership
- Passionate about effective risk management that enables better business outcomes within appropriate risk appetite
Responsibilities
- Provide subject matter expertise in relation to investments and investment risk
- Provide independent check and challenge to support Netwealth maintaining the highest standards
- Deliver independent oversight and challenge to investment-related activities as a second line risk professional
- Ensure investment governance frameworks remain robust, fit-for-purpose, and aligned with regulatory expectations
- Monitor and assess the investment risk environment
- Provide advice on relevant controls, risk mitigation strategies, and emerging risks in investment risk
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the work location or arrangement for this role?
The position is hybrid.
What salary or compensation is offered for this position?
This information is not specified in the job description.
What key experiences and skills are required for this role?
Candidates need significant experience in investment risk management, ideally in a Line 2 risk function, strong understanding of investment risk frameworks, investment classes, and regulatory requirements.
What are the company's core values?
The company's values are Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine.
What makes a strong candidate for this Investment Risk Business Partner role?
A strong candidate is a strategic thinker with deep investment risk experience who balances robust risk oversight with pragmatic business partnership and thrives on driving change.
NexHealth
Healthcare technology platform for patient engagement
About NexHealth
NexHealth enhances the patient experience in healthcare by providing a digital platform for healthcare providers, including dental and medical practices. Their software integrates patient communication, scheduling, and billing into one comprehensive system. The platform includes features like online scheduling, automated reminders, digital forms, and online bill payment, which help practices operate more efficiently and improve patient satisfaction. Unlike many competitors, NexHealth offers its services on a subscription basis, allowing practices to access their tools without large upfront costs. The company's goal is to support healthcare providers in modernizing their operations and improving patient engagement, especially in response to challenges like the COVID-19 pandemic.
San Francisco, CaliforniaHeadquarters
2017Year Founded
$172.3MTotal Funding
SERIES_CCompany Stage
Enterprise Software, HealthcareIndustries
201-500Employees