About Netwealth

Netwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform.  We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but also for our people.

Founded in 1999, with an entrepreneurial spirit, we are one of the fastest growing wealth management businesses in Australia.  With NextGen superannuation and investment technology, we are challenging the status quo.  We are agile and nimble, not stifled by bureaucracy.

We are proud of our team of talented people working hard to make life better for more Australian's.  Our values are who we are, how we tackle decisions, and how we want the world to see us - Curious, Optimistic, Courageous, Collaborative, Agile and Genuine.

The Team

The product team at Netwealth oversees our financial products, from strategy and development to management (including compliance and disclosure), compliance and research.  Netwealth's financial product suite includes the Netwealth Superannuation and IDPS platforms, the Netwealth Managed Account and Netwealth’s Global Specialist Series managed funds.

Our Investment Management & Research (IMR) team work closely with the broader Product team to manage the investments offered to clients on the investment menus and products issued. 

The opportunity

As an Investment Analyst in the IMR team, you will report into the Head of Investment Research and Governance and implement the investment governance framework for Netwealth's financial product suites and superannuation service.

Some of the responsibilities of the Investment Analyst role include

• Managing ongoing governance of the investment menu (assets addition, monitoring and surveillance, and removal)
• Managing IMR quantitative requirements including maintaining systems and data quality i.e. FactSet, Morningstar Direct, etc.
• Conducting external investment manager reviews (fund manager and model manager) as required
• Preparing written recommendation and analysis
• Delivering Investment Committees related reporting and fulfilling the regular work plan

About you

As an Investment Analyst specialist, ideally you will have Platform experience, or you bring expertise from either an investment consulting group, financial advice licensee, or a research house.  You will have worked with rating teams, met with fund managers, and evaluated and rated various financial products.  You will have some familiarity with platforms and tools that support investment research and decision making.  You will be able to communicate your findings and recommendations clearly and effectively, both verbally and in writing.  You will have a strong curiosity and inquisitiveness about financial markets and products.  You ask questions, seek to understand and challenge the data and assumptions.

Specific skills and experience include.

• Minimum 5 years’ experience in platform research, dealer group research, manager research, superannuation trustees etc
• A tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice). Relevant industry certification (CFA, CIMA, FRM, etc) is highly regarded.
• Knowledge and understanding of platform financial products and their use by clients and advisers.
• Understanding of a Responsible Entity for a registered Managed Investment Schemes and Superannuation Trustee regulations are advantageous.
• Working knowledge on fund manager quantitative analysis and investment stress testing are preferred.
• Exceptional management of time and activities – ability to keep everything in order and up to date.
• Excellent communication skills (both written and verbal) to enable effective communication of complex concepts and preparation of reports.
• Attention to detail, to ensure complete and accurate information in report and written documents.
• A passion for providing outstanding service to stakeholders (internal and external).

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

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