Actuarial AnalystInvestStream | Melbourne or Sydney About InvestStreamInvestStream is revolutionising access to advice for all Australians with our AI-powered financial modelling engagement platform. We're building sophisticated tools that help superannuation funds retain and engage members throughout their financial journey, from accumulation through to retirement. Our platform leverages cutting-edge technology including AWS infrastructure, AI, and React Native mobile applications to deliver personalised, accessible financial planning solutions. The OpportunityWe're seeking an experienced finance domain expert to join our team as an Actuarial Analyst. This unique role bridges the gap between complex financial planning requirements and technical product development. You'll be instrumental in designing, coding, testing, and validating sophisticated financial modelling tools that will transform how Australians engage with their financial future. Collaborating closely with software engineers and domain experts in financial planning and wealth management, ensuring our products deliver accurate, compliant, and user-friendly capabilities. Key ResponsibilitiesFinancial Modelling & Design (40%)Design and document sophisticated cashflow modelling tools for retirement planning, contribution strategies, and investment scenariosDevelop comprehensive test cases for financial calculations including tax implications, government benefits, and regulatory requirementsCreate detailed specifications for complex financial scenarios including transition to retirement, downsizer contributions, and pension phase calculationsValidate modelling outputs against industry benchmarks and regulatory standardsBusiness Analysis & Coding (30%)Translate complex financial planning requirements into clear, actionable user storiesWrite code alongside software engineers Create detailed acceptance criteria that ensure technical implementations meet financial planning standardsDocument business rules for calculations, tax treatments, and regulatory complianceQuality Assurance & Audit Support (20%)Support external audit processes for financial modelling tools and calculationsDevelop and maintain comprehensive testing documentation for regulatory complianceConduct thorough testing of financial calculations across multiple scenarios and edge casesEnsure all modelling tools meet ASIC regulatory guidelines and professional standardsStakeholder Collaboration (10%)Partner with the Chief Product Officer to prioritise feature development based on client needs and regulatory requirementsCollaborate with software engineers to ensure accurate implementation of financial logicWork with compliance teams to ensure all tools meet regulatory requirementsProvide subject matter expertise to UX designers creating financial planning interfaces Essential Qualifications & ExperienceEducation & CertificationsBachelor degree accredited by the Actuaries Institute of AustraliaTechnical CompetenciesA passion for technology with exposure to codingStrong understanding of cashflow modelling with stochastic modelsApplication of optimisation techniquesAbility to engage with details of tax and social securityAbility to engage with legislation and regulatory frameworks, such as those relating to the provision of adviceAbility to communicate technical details clearly in written formStrong collaboration skills Desirable Skills & AttributesTechnical SkillsExperience with data analysis tools and financial modelling softwareUnderstanding of API integrations and data flowsExperience with Python or RustExposure to software development practices such as Kanban or ScrumFamiliarity with AWS, Jira, Confluence, or similar toolsSoft SkillsExceptional analytical and problem-solving abilitiesOutstanding written and verbal communication skillsAbility to translate complex financial concepts into simple languageDetail-oriented with strong quality focusComfortable working in a fast-paced technology environmentSelf-motivated with ability to manage multiple priorities What We OfferCompetitive salary package commensurate with experienceOpportunity to shape the future of financial planning technologyWork with cutting-edge AI and technology platformsProfessional development opportunities including fintech conferences and trainingFlexible working arrangements with hybrid office/remote optionsCollaborative, innovative team environment without the corporate overheadsDirect impact on improving financial outcomes for millions of Australians How to ApplyPlease submit your resume and a cover letter addressing:Your experience with Australian superannuation advice and modellingExamples of complex financial scenarios you've modelled or documentedYour approach to translating technical financial requirements for non-financial audiencesWhy you're excited about the intersection of financial planning and technology Equal Opportunity EmployerInvestStream is committed to building a diverse and inclusive team. We encourage applications from candidates of all backgrounds and experiences. We provide reasonable accommodations for candidates with disabilities throughout our recruitment process. Location: Melbourne or Sydney, (Hybrid Remote)Employment Type: Full-time, PermanentRight to Work: Candidates must have the right to work in AustraliaTravel Requirements: Minimal (occasional interstate for training/conferences)
