About Mason Stevens

Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment universe, and backed by exceptional client service.

Established in 2010, Mason Stevens is privately owned with over $10 billion of funds under administration and management. Led by some of Australia’s most experienced finance, technology, and investment professionals, with over 80 staff nationally.

About the Role The Investment Analyst is involved in the end-to-end investment governance across both the Super and Wealth platforms. The role delivers full lifecycle due diligence and onboarding, ongoing investment monitoring, operational due diligence and issue management, regulatory and trustee reporting, and governance uplift activities. The position is involved in ensuring compliance with SPS 530, trustee requirements, and internal governance standards, consolidating responsibilities typically performed by multiple specialised teams (investment due diligence, product/menu governance, and trustee reporting) into a single point of accountability.

Key Responsibilities:

1. Investment Due Diligence & Onboarding (Super & Wealth)

- Support the due diligence process for new investment options (Managed Funds, ETPs, Model Portfolios) across all asset classes.
- Prepare onboarding documentation and approval materials; liaise with fund managers, model managers, and internal teams to resolve gaps or outstanding requirements.




- Prepare and maintain investment mandate documents for approved model portfolios and ensure these are kept current following material changes.
- Maintenance of document library recording due diligence and ongoing monitoring completed.

2. Ongoing Investment Monitoring (Super & Wealth)

- Monitor investment performance, risk metrics, liquidity, fees, operational events, watchlists, and compliance exceptions across the APL.
- Conduct and document daily reviews of research‑house updates.
- Assist in monitoring changes in regulatory landscape and updating frameworks to ensure compliance.

3. Regulatory & Trustee Reporting

- Assist preparation of APRA submissions (e.g., SRS 605, 705, 705.1) and Portfolio Holdings Disclosure.
- Assist preparation of quarterly trustee reporting and investment governance disclosures.
- Preparation of monthly Trustee submission for new investments.

Required Qualifications:

- Degree in commerce/finance and strong understanding of financial / investment concepts.

Required Skills/Experience/Knowledge:

- Experience in investment governance, regulatory reporting, product/menu governance, and trustee/reporting obligations.
- Ability to prepare, analyse, and interpret investment data, risk metrics, and performance results.
- Knowledge of how investment platforms operate and the types of products that are offered,



in particular Model Portfolios/SMAs.
- Experience preparing committee papers and presenting to governance forums
- Strong analytical skills; advanced Excel and data validation/reconciliation capability.
- Proven ability to manage competing deadlines across multiple governance workstreams independently.

Required General Skills / Attributes:

- Strong interest in investment analysis, investment governance and client outcomes
- Problem‑solving and critical thinking with a solutions mindset.
- High attention to detail and data accuracy; quality and control focus.
- Effective communication and stakeholder engagement across internal and external parties.
- Ownership, accountability, and professional judgement in a high‑stakes governance context.

Life at Mason Stevens

At Mason Stevens, relationships matter to us, and by fostering a culture of humility and collaboration, we achieve remarkable outcomes while supporting each individual to realise their potential.

We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.

We believe in keeping our ‘minds wide open’ and empowering people with the resources and trust needed to make a meaningful difference. We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see chance in challenge.

Above all, we know you will be a great fit for us if you value people, show kindness and play fair.

Kindly note that Australian full work rights are required for this application.

📌 Investment Analyst (Sydney)
🏢 Mason Stevens
📍 Sydney