Investment Analyst

4 weeks ago


Melbourne, Victoria, Australia Netwealth Full time
About Netwealth

Netwealth is a leading fintech company that delivers innovative wealth management solutions. Our mission is to empower individuals to achieve financial freedom and create a brighter future.

With a strong entrepreneurial spirit, we have grown into one of the fastest-growing wealth management businesses in Australia. Our NextGen superannuation and investment technology enable us to challenge the status quo and provide cutting-edge solutions to our clients.

We pride ourselves on our talented team of professionals who are dedicated to making a positive impact on people's lives. Our core values of Curiosity, Optimism, Courage, Collaboration, Agility, and Genuine-ness guide our decision-making and shape our company culture.

The Role

We are seeking an experienced Investment Analyst to join our Investment Management & Research (IMR) team. As an Investment Analyst, you will report to the Head of Investment Research and Governance and be responsible for implementing the investment governance framework for our financial product suites and superannuation services.

Your key responsibilities will include:

  • Managing the ongoing governance of our investment menu, including asset addition, monitoring, and surveillance, and removal
  • Managing IMR quantitative requirements, including maintaining systems and data quality
  • Conducting external investment manager reviews as required
  • Preparing written recommendations and analysis
  • Delivering Investment Committee-related reporting and fulfilling regular work plans
About You

We are looking for a highly skilled and experienced Investment Analyst who has a strong background in platform research, dealer group research, manager research, or superannuation trustees. You will have a tertiary qualification in a financial services-related discipline and relevant industry certification is highly regarded.

You will have a deep understanding of platform financial products and their use by clients and advisers. Your knowledge of Responsible Entity regulations and superannuation trustee regulations is also advantageous. Additionally, you will have a working knowledge of fund manager quantitative analysis and investment stress testing.

We are committed to providing a supportive and inclusive work environment that fosters growth and development. We offer a range of benefits, including flexible working arrangements, wellness programs, and opportunities for professional development.

If you are a motivated and experienced Investment Analyst looking for a new challenge, we encourage you to apply. We are an equal opportunities employer and welcome applications from diverse candidates.



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