Senior Investment Consultant Lead

4 days ago

Melbourne, Victoria, Australia Netwealth Full time
About Netwealth

We are a leading provider of wealth management solutions, dedicated to delivering innovative and award-winning platforms that empower our clients to achieve their financial goals.

Our commitment to excellence and cutting-edge technology has driven rapid growth since our founding in 1999. Our NextGen superannuation and investment technology exemplify our agile approach, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, we value our team members as 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.

The Opportunity

We are seeking an experienced investment research professional to lead the investment reviews for new model managers and managed models 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 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 key role is pivotal in expanding the managed accounts segment and 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.

Main 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:

As an experienced Investment Research professional, you understand the investment process and philosophy really well and have 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.
Salary and Benefits:

We offer a competitive salary of $120,000 - $180,000 per annum, depending on experience, plus benefits including flexible working arrangements, access to training and development opportunities, and a comprehensive remuneration package.

Why Choose Netwealth?

We are committed to creating a positive and inclusive work environment that supports the growth and well-being of our employees. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are at the heart of everything we do.

We provide a range of benefits and perks to support our employees' health, wellbeing, and lifestyle, including family-friendly policies, wellness programs, and social events.

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