Investment Analyst

The role

You will support the implementation of Netwealth's investment governance framework across financial product suites and superannuation services. The role focuses on the selection, monitoring, and governance of fixed income, credit, and property strategies.

What you will do

• Support the review, selection and ongoing monitoring of fixed income, credit and property investment strategies
• Conduct detailed due diligence on external fund managers
• Analyse fixed income and credit portfolios
• Prepare research papers, investment recommendations and manager reviews for Investment Committees
• Support ongoing governance of the investment menu
• Monitor market developments, interest rate environments and emerging trends
• Support Investment Committee reporting and broader IMR work plan 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 or a related investment role
• At least 2 years' experience covering or researching fixed income, credit and/or property investment strategies
• Understanding of a Responsible Entity for a registered Managed Investment Schemes and Super Trustee regulations (SPS530)
• Strong understanding of investment structures, liquidity profiles, and risk-return characteristics
• Experience conducting fund manager due diligence and preparing investment recommendations
• Familiarity with research tools and data platforms (e.g. Morningstar, FactSet)
• Strong organisational skills and attention to detail
• Clear and confident written and verbal communication skills

Nice to have

• CFA or equivalent is highly regarded
• Understanding of platform products and how advisers and clients use them is beneficial

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.