Financial Investment Specialist
4 days ago
Netwealth is a pioneering wealth management company that is revolutionizing the way Australians manage their finances. Our innovative platform and commitment to excellence have earned us numerous awards and recognition in the industry.
Founded in 1999, Netwealth has 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 changing needs of our clients and partners.
The OpportunityWe are seeking an experienced investment research professional to join our team as a Financial Investment Specialist. This key role will be responsible for leading 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, requiring a consultative approach with external investment managers. You will 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 high-profile role that is pivotal in expanding the managed accounts segment. Collaboration with the Product team and other stakeholders will be essential to prioritise opportunities, execute plans, and ensure thorough investment due diligence.
Main Responsibilities:- Management of investment review for prospective new investment managers and managed models including provision of recommendations to the Investment Committees
- Assistance with implementation on new managed models and achievement of business targets for new managed models
- Ownership of the research relationship with external managers and consultants
As an experienced Investment Research professional, you have a strong understanding of the investment process and philosophy, and a proven ability to manage and analyse complex financial products. You possess excellent communication skills, both written and verbal, to enable effective communication of complex concepts and preparation of reports.
You will also have 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, along with the ability to work autonomously, are essential for this role.
Salary and BenefitsWe offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience, plus benefits including a comprehensive superannuation package, life insurance, and access to flexible working arrangements.
At Netwealth, we value diversity and inclusion, and we are committed to creating a workplace culture that is respectful, inclusive, and supportive. We provide opportunities for growth and development, and we actively support internal mobility.
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