Chief Investment Strategy Professional

1 week ago

Melbourne, Victoria, Australia Netwealth Full time
About Netwealth

We are a pioneering financial services company, dedicated to revolutionizing the way people manage their wealth. Our innovative and award-winning platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, we have 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.

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.

The Opportunity

The Investment Management and Research team is responsible for the super and IDPS investment menus as well as the managed funds and models provided by Netwealth.

We are seeking an experienced investment research professional to join our team to lead the investment reviews for new model managers and managed models that will be distributed through the Netwealth Managed Account Service.

You will evaluate investment managers and finalise investment mandates for these proposed models, both of which require a consultative approach with external investment managers. You will write and present your recommendations to the Investment Committee to secure approval for the appointment of the investment manager and the issuance of new managed models.

This is a key, high-profile role that is pivotal in expanding the managed accounts segment and is ideal for a manager research professional looking to advance their career. Collaboration with the Product team and other stakeholders will be essential to prioritise opportunities, execute plans, and ensure thorough investment due diligence.

Key Responsibilities:
  • Management of investment review for prospective new investment managers and managed models including the provision of recommendations to the Investment Committees
  • Assist with implementation on new managed models and the achievement of business targets for new managed models
  • Ownership of the research relationship with external managers and consultants

About You;

We are seeking an experienced investment research professional who understands the investment process and philosophy really well and has a proven ability to manage and analyse complex financial products, taking a consultative, and people-first approach.

Requirements:
  • 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 5 years investment analyst or manager research experience and preferred exposure to managed accounts.
  • Knowledge and understanding of platform financial products and their use by clients and advisers, including an understanding of managed accounts.
  • Sound organisational and time management skills and ability to work autonomously.
  • Excellent communication skills (both written and verbal) to enable effective communication of complex concepts and preparation of reports.
  • Ability to influence stakeholders, based on technical expertise.
  • Attention to detail, to ensure complete and accurate information on managed models and written documents.
  • Sound numeracy and Microsoft Excel skills, with the ability to assist modelling.
About This Role

This role offers a competitive salary of $120,000 - $150,000 per annum, depending on experience, plus benefits. You will have the opportunity to work in a dynamic and supportive environment, with access to ongoing training and development. Our office is located in Melbourne's CBD, and you will be required to spend 4 days a fortnight working from our office.

We value diversity and inclusion at Netwealth and are committed to creating a workplace where everyone feels valued, respected, and supported. We offer flexible working arrangements, parental leave, and a range of wellness programs to support your physical and mental health.

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