Senior Investment Analyst

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, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We're committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We're proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We're big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, wellbeing, and personal development, including:

- Family-friendly support: Paid parental leave and a fully funded school holiday program

- Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services

- A vibrant culture: Social events, trivia nights, and corporate sports

- Employee Resource Groups: LGBTQIA+, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group

- Community impact: Paid volunteering and our Netwealth Impact Group

Apply now

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We're also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you're excited about this opportunity but don't meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process, please contact us at people@netwealth.com.au.

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