Netwealth

FinTech

InvestmentAnalyst

A$115–155k ~AI est. Melbourne, Victoria, Australia FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

FinTech
Problems you'll solve

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

Free ATS check

Applying for this Investment Analyst role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Ashby

  • Ashby is a fast modern ATS — most applications take under 3 minutes.
  • The resume parser is strong; verify parsed experience dates and job titles.
  • Custom screening questions are often scored algorithmically — answer completely.
  • Location field affects geo-based screening; use your actual metro area.

ANONYMOUS · UNFILTERED

What do employees actually say about Netwealth?

Real rants from real employees. Read before you apply.

Read Company Rants →