Investment Expertise Manager

1 week ago

Melbourne, Victoria, Australia Netwealth Full time

About Netwealth

We're a pioneer in the wealth management industry, dedicated to delivering cutting-edge solutions that inspire a new perspective on wealth.

Our innovative platform, award-winning in its field, reflects our commitment to excellence and technology.

With over 20 years of experience, we've grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our agile approach allows us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest strength. We're 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

Our 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're seeking an experienced investment research professional to join our team and lead the investment reviews for new model managers and managed models distributed through the Netwealth Managed Account Service.

You'll evaluate investment managers, finalise investment mandates, and present recommendations to the Investment Committee for approval. This is a key, high-profile role that's pivotal in expanding the managed accounts segment.

Main Responsibilities:

  • Manage investment reviews for prospective new investment managers and managed models, providing recommendations to the Investment Committees.
  • Assist with implementation of new managed models and achievement of business targets for new managed models.
  • Own the research relationship with external managers and consultants.

About You

We're looking for an experienced Investment Research professional with a proven ability to manage and analyse complex financial products. You'll have a consultative approach, excellent communication skills, and the ability to influence stakeholders based on technical expertise.

Specific skills and experience include:

  • A tertiary qualification in financial services-related disciplines (commerce, financial markets, or financial advice). Relevant industry certification is highly regarded.
  • Minimum 5 years of investment analyst or manager research experience, with 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, with the 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.

Life at Netwealth

We invest in our employees' growth and well-being. When you're at your best, we're at our best. We offer flexible working arrangements, access to further education, and diverse training opportunities. We're a social bunch, with regular corporate sporting events, games, and trivia nights.

We're committed to diversity, equity, and inclusion. We're proud to be certified by Work180, Family Friendly Workplaces, and Great Place to Work.

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