Senior Investment Analyst

The role

You will conduct operational due diligence assessments on investment structures, governance arrangements, and risk management frameworks. You will monitor responsible entities, custodians, and investment managers to support investment oversight for the Netwealth platform.

What you will do

• Conduct operational due diligence assessments across investment structures including traditional, alternative and unlisted strategies
• Evaluate governance arrangements, operational capabilities and risk management frameworks
• Provide independent insights and recommendations for investment oversight
• Maintain ongoing monitoring of responsible entities, custodians and investment managers
• Identify material operational changes, emerging risks and areas requiring review
• Prepare due diligence reports and governance papers for senior stakeholders, investment committees and Boards
• Support compliance with relevant ASIC and APRA requirements
• Participate in manager meetings, operational reviews and onsite assessments

Required qualifications

• Tertiary qualifications in Finance, Commerce, Law or a related discipline
• A minimum of 7 years' experience in investment due diligence, investment research, operational risk or investment governance
• A strong understanding of responsible entities, custodians, investment managers, governance frameworks and operational risk management practices
• Sound knowledge of the ASIC and APRA regulatory environment relevant to investment managers, responsible entities and platform operators
• Experience preparing reports, recommendations and governance papers for senior stakeholders, investment committees and Boards
• Excellent written, verbal and stakeholder engagement skills

Nice to have

• CFA or CAIA qualifications

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 providing an investment platform for advisers and investors. The company focuses on innovation, agility, and strong governance.