Senior Commercial Analyst

The role

You will support commercial relationships with fund managers and investment partners. You will prepare reporting and insights regarding investment menu revenue, performance, and rebates to support business decisions.

What you will do

• Support commercial relationships with fund managers, model managers and strategic investment partners.
• Act as a key point of contact for commercial and operational matters.
• Prepare reporting and insights across investment menu revenue, commercial performance, rebates, partner activity and onboarding pipelines.
• Oversee the administration of fees, rebates and commercial arrangements.
• Coordinate the review and maintenance of fund manager agreements and commercial schedules.
• Support strategic initiatives, competitor analysis and broader commercial projects.
• Identify opportunities to improve reporting, controls, processes and partner servicing models.

Required qualifications

• At least 4 years experience in financial services, investment operations, commercial analysis, product management, funds management or wealth management.
• Solid understanding of investment products and markets.
• Understanding of how commercial arrangements work.
• Comfortable managing reporting, fees, rebates and contractual obligations.
• Strong organisational skills.
• Ability to communicate confidently with a range of stakeholders.
• Ability to manage competing priorities and deadlines.

Nice to have

• A qualification in Finance, Commerce, Business, Economics or a related discipline

Benefits

• Paid parental leave
• Fully funded school holiday program
• CU Health (virtual healthcare)
• Income protection
• Flu shots
• Wellness weeks
• Retail discounts
• Financial wellbeing services
• Social events, trivia nights, and corporate sports
• Employee Resource Groups
• Paid volunteering
• End-of-trip amenities and daily breakfast in Melbourne

About the company

Netwealth is an Australian FinTech business that provides an award-winning platform and NextGen technology for advisers and investors. The company focuses on innovation and agility to shape the future of wealth in Australia.