Netwealth
Investment Analyst, Managed Accounts
Melbourne Office. Posted 9 days ago
The role
This person will support investment governance and due diligence of model managers and managed models for the Netwealth Managed Account Service. They will work with senior investment and product stakeholders to assess, onboard, and review managed account solutions.
What you will do
- Support investment due diligence reviews of prospective model managers and managed models across multiple asset classes.
- Assist with the preparation of investment analysis, due diligence documentation and papers for Investment Committees and trustee approval.
- Contribute to the onboarding of new managed models.
- Support ongoing monitoring and periodic reviews of approved managed models.
- Assist with reviews of models issued by external Responsible Entities for inclusion on the Netwealth platform.
- Maintain accurate records and documentation in line with investment governance and regulatory requirements.
- Build knowledge of managed account structures, platform requirements and investment governance frameworks.
Required qualifications
- +3 years’ experience in an investment analyst, investment research, or managed accounts analysis.
- Exposure to managed accounts, investment platforms, funds management or investment governance is essential.
- Tertiary qualifications in finance, commerce, economics or a related discipline.
- Strong written and verbal communication skills.
- High attention to detail and strong organisational skills.
- Solid numeracy skills and confidence using Microsoft Excel.
- A collaborative approach and willingness to learn from senior stakeholders.
Nice to have
- Progress toward, or interest in, professional qualifications such as CFA or CAIA
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: LGBTQIA+, DAWN, Culture Group and Carers Group
- Paid volunteering and Netwealth Impact Group
- End-of-trip amenities and daily breakfast in Melbourne
About the company
Netwealth is a FinTech business that provides an award-winning platform and NextGen technology for advisers and investors in Australia. The company focuses on innovation, agility, and helping Australians achieve more through wealth management.