Investment Analyst

The role

You will support the implementation of Netwealth's investment governance framework across financial product suites and superannuation services. You will conduct research, selection, and monitoring of investment options using quantitative and qualitative analysis.

What you will do

• Support the research, selection and ongoing monitoring of investment strategies
• Conduct detailed due diligence on external fund managers
• Analyse investment strategies and portfolios regarding performance, risk, and liquidity
• Develop an understanding of investment philosophies and processes
• Prepare research papers, investment recommendations and manager reviews for Investment Committees
• Support the ongoing governance of the investment menu
• Monitor market developments and investment trends
• Support Investment Committee reporting and broader IMR initiatives

Required qualifications

• Tertiary qualification in finance, commerce or a related discipline
• Minimum 5 years’ experience in investment research, fund research, investment consulting, wealth management, asset management, superannuation or a related investment role
• Experience researching investment managers, managed funds or investment strategies across one or more asset classes
• Sound understanding of investment structures, portfolio construction, liquidity and risk and return characteristics
• Experience conducting fund manager due diligence and preparing investment research or recommendations
• Ability to analyse investment performance and understand the underlying drivers of portfolio outcomes
• Familiarity with investment research and data platforms such as Morningstar and FactSet
• Strong organisational skills and attention to detail
• Clear and confident written and verbal communication skills

Nice to have

• CFA or an equivalent qualification
• Understanding of Responsible Entity obligations for registered Managed Investment Schemes and Super Trustee requirements, including SPS 530
• Understanding of investment platforms and how advisers and clients use them

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 innovative FinTech business that provides an award-winning platform to empower advisers and investors in Australia. The company values authenticity, agility, and collaboration.