Netwealth
FinTech
InvestmentAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Investment Analyst at Netwealth. Skills: Alternative strategies, Complex investment products. Support review, selection, and monitoring of alternative strategies. Support review, selection, and monitoring of complex investment”
Industry & Context.
Analytical skills
What You'll Do.
and monitoring of alternative strategies
and monitoring of complex investment
Conduct detailed due diligence on external fund managers
Ongoing governance of investment menu
Monitor investment options
Support Investment Committee reporting
Support IMR work plan initiatives
How You'll Work.
Team & Collaboration
Broader Product Department; Investment Committees
Communication Scope
Written communication; Verbal communication
Full Job Description
About Netwealth Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses. Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact. But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful. If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth. The Team The Investment Solutions and Governance team at Netwealth is responsible for overseeing the research and governance of investment options available on the Netwealth investment menu. Netwealth’s product suite includes Superannuation and IDPS platforms, Managed Accounts, and Global Specialist Series funds. Members of the Investment Management & Research (IMR) team work closely with the broader Product Department to manage the investments offered to clients on the Superannuation and IDPS investment menus and products issued by Netwealth as responsible entity. The Opportunity We are seeking an experienced Investment Analyst (or Manager-level researcher) with a specialisation in alternative strategies and complex investment products. The ideal candidate will have approximately five years of relevant experience (minimum three years). As an Investment Analyst within the IMR team, you will report to the Head of Investment Research and Governance and play a key role in supporting Netweal
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