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Senior Investment Consultant

1 month ago

Melbourne, Victoria, Australia Netwealth - See Wealth Differently (ASX:NWL) Full time

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Direct message the job poster from Netwealth - See Wealth Differently (ASX:NWL)

Head of Talent Acquisition | Candidate Experience | Talent Attraction, Acquisition and Retention

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The Opportunity

We are seeking a highly skilled Senior Investment Analyst to join our Investment Management and Research, part of the broader Product team at Netwealth. This is a pivotal role focused on the governance and oversight of investment products offered through Netwealth's Superannuation platform.

As regulatory obligations increase and investment governance becomes more complex, this role will be instrumental in ensuring that all investment options meet our high standards of suitability, compliance, and performance.

Key responsibilities include;

  • Ensuring the Investment Governance Framework ('IGF') is adhered to in the management of the investment menus
  • Manage the investment menu analysts including responsibility for adherence to the IGFs and analysts work
  • Ongoing governance of the investment menu including assets addition, monitoring and surveillance, removal, corporate action voting and investment performance monitoring
  • Managing IMR quantitative requirements including maintaining systems and data quality i.e. FactSet, Morningstar Direct, etc.
  • Conducting external investment manager reviews (fund manager and model manager) as required
  • Preparation of written recommendation and analysis
  • Delivering Investment Committees reporting and fulfilling the regular work plans

About You

You are a seasoned investment professional with a strong analytical mindset and a deep understanding of superannuation and investment governance. You thrive in a collaborative environment and are passionate about delivering high-quality outcomes for clients.

Your background includes;
  • A tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice). Relevant industry certification (CFA, CIMA, FRM, etc) is highly regarded.
  • Minimum 10 years' experience in funds management research, asset consulting and/ or fund ratings
  • Knowledge and understanding of platform financial products and their use by clients and advisers.
  • Sound understanding of trustee / responsible entities regulations of Managed Investment Schemes and Superannuation Trustee regulations are advantageous.
  • Working knowledge on fund manager quantitative analysis and investment stress testing are preferred.

Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you're at your best, we're at our best

We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.

We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office. We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-being, support and growth. Some of these include:
  • Family-friendly workplace, with parental leave and a kid's holiday programme
  • Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
  • We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
  • Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
  • Support for community involvement through volunteering and our Netwealth Impact Group

Apply now

Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it's one of our core values), and we're proud of our inclusive and diverse workforce. We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.auSeniority level
  • Seniority levelMid-Senior level
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales

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