Senior Investment Consultant

1 month ago

Melbourne, Australia Netwealth Full time

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has 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.

At Netwealth, our team is 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. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

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 looking for 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.

What you will do:

Your main responsibilities will include but are not limited to:

  • 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.

Specific skills and experience include;

  • 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.

Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in.  When you're at your best, we're at our best

We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth.  We provide access to further education and diverse training opportunities, and we actively support internal mobility.  32% of our jobs filled in 2023 were from internal candidates.

We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office.  We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-being, support and growth.  Some of these include:

  • Family-friendly workplace, with parental leave and a kid's holiday programme
  • Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
  • We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
  • Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
  • Support for community involvement through volunteering and our Netwealth Impact Group

Apply now

Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce.  We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives.  We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway  If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au

#LI-Hybrid

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