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Product Disclosure Analyst

Date:  09-Oct-2021


Employment Type: 


  • Join a diverse and high performing team with flexible work culture
  • Join an ASX listed Wealth Management Organisation
  • 6 month fixed-term contract


IOOF is one of Australia’s leading Wealth Management organisations, undertaking a rapid and exciting transformation. We are a strong and resilient business and despite the current climate, are investing in supporting our people to onboard and connect them remotely. It is in this context that we are looking for a Disclosure Product Analyst for a 6 month fixed-term, full-time contract.


The Role

The purpose of this role is to provide comprehensive support by driving the delivery of Product’s disclosures and communications responsibilities and to co-ordinate and manage the due diligence process for Product Disclosure statements and other Product communications.


Key Responsibilities:

  • Responsible for co-ordinating the due diligence process, including managing stakeholders to achieve sign-off on documents.
  • Responsible for effective functioning of the due diligence committee.
  • Manage and maintain files for compliance, due diligence and audit purposes.
  • Undertake the call-checking of documents where required.
  • Responsible for ensuring relevant staff understand the due diligence process.
  • Manage layout of documents with studio department.
  • Ensure website updates for revised documents.
  • Assist in the drafting of product communications.
  • Prepare and co-ordinate regular fund profiles and fact sheets for IOOF investment funds.


To Be Successful in This Role You Will Possess:

  • Proven experience in the financial services industry.
  • Detailed knowledge of platform products is important.
  • General knowledge of financial services including investment markets, securities and superannuation legislation.
  • Proficiency in Excel & Word is critical.
  • Ability to influence other members of the business to obtain desired outcomes is also important.



  • In return, we offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits


The Business

IOOF is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The IOOF group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).


To Apply

Please submit your resume with a covering letter by clicking on "Apply Now".


Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.


Please note that applications from agencies will not be considered at this time.


IOOF is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.


Given IOOF is currently undergoing an Organisational Design process, please be aware that it is anticipated that organisational change will occur.


Apply now »