Quantitative Analyst

The role

You will support the Investment Governance & Research team by analysing investment performance and maintaining investment data. You will produce insights to inform investment research and governance decisions using various investment analytics platforms.

What you will do

• Support the maintenance and improvement of investment data, analytics and reporting processes
• Use investment analytics platforms such as FactSet and Morningstar Direct to support portfolio analysis, benchmarking and investment research
• Assist with quantitative fund manager reviews, including performance analysis, risk metrics and portfolio characteristics
• Produce analysis and reporting to support Investment Committee discussions and investment decision making
• Contribute to reporting across managed accounts, investment menus and platform benchmarks
• Work with the broader Investment Governance & Research team to identify opportunities to improve data quality, reporting and analytical processes

Required qualifications

• 2 or more years experience in quantitative analysis, investment research, performance analysis, data analytics or a related financial services role
• Tertiary qualification in finance, economics, mathematics, statistics, data science or a related discipline
• Experience working with investment data and an understanding of investment performance, risk and portfolio concepts
• Strong Excel skills
• Some experience with analytical or coding tools such as Python, R or SQL
• Ability to work with datasets, identify trends and translate quantitative analysis into meaningful insights
• Strong attention to detail and an understanding of the importance of data quality
• Clear written and verbal communication skills

Nice to have

• Exposure to investment analytics or research platforms such as FactSet or Morningstar Direct
• Exposure to investment governance, managed funds, managed accounts, superannuation or investment platforms

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 a collaborative environment.