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 Opportunity

As an Investment Analyst within the Investment Management Research team, you will report to the Head of Investment Research and Governance and support the implementation of Netwealth’s investment governance framework across its financial product suites and superannuation services.

This is a broad investment research role where you’ll have exposure to a range of asset classes, investment strategies and fund managers. You’ll contribute to the research, selection and ongoing monitoring of investment options, bringing together quantitative analysis, qualitative research and manager engagement to form well considered investment views.

You’ll also play an important role in supporting the ongoing governance of Netwealth’s investment menu, working across a diverse range of investment products and strategies.

Key Responsibilities

Support the research, selection and ongoing monitoring of investment strategies across a range of asset classes and investment styles

Conduct detailed due diligence on external fund managers, including manager meetings, qualitative assessments and portfolio reviews, in accordance with Netwealth’s Investment Governance Framework

Analyse investment strategies and portfolios, considering performance drivers, risk characteristics, liquidity, portfolio construction and investment outcomes

Develop an understanding of investment philosophies, processes, portfolio positioning and the key drivers of risk and return

Prepare high quality research papers, investment recommendations and manager reviews for Investment Committees

Support the ongoing governance of the investment menu, including investment option additions, monitoring, surveillance and removals

Monitor market developments, investment trends and changes that could impact investment strategies or portfolio outcomes

Support Investment Committee reporting and contribute to broader IMR initiatives and governance activities

About You

You’re a naturally curious investment professional who enjoys getting underneath an investment strategy and understanding what makes it work.

You may come from a research house, investment consulting firm, wealth manager, asset manager, superannuation fund, dealer group or platform environment. Your experience could span multi asset portfolios, managed funds, equities, fixed income, alternatives, property or a combination of asset classes.

More important than specialising in one particular asset class is your ability to critically assess investment strategies, understand portfolio construction and risk, engage confidently with fund managers and form well reasoned investment views.

You enjoy asking questions, challenging assumptions and understanding how an investment strategy may perform across different market environments. You’re equally comfortable diving into the detail and translating complex investment concepts into clear and practical insights for stakeholders.

Your Experience

Tertiary qualification in finance, commerce or a related discipline, with CFA or an equivalent qualification highly regarded