Investment Analyst
Netwealth - See Wealth Differently (ASX:NWL)
Date: 7 hours ago
City: Melbourne, Victoria
Contract type: Full time
About Netwealth
Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.
Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.
At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.
The Team
The product team at Netwealth oversees our financial products, from strategy and development to management (including compliance and disclosure), and research. Netwealth's financial product suite includes the Netwealth Superannuation and IDPS platforms, the Netwealth Managed Account and Netwealth’s Global Specialist Series managed funds.
Our Investment Management & Research (IMR) team work closely with the broader Product team to manage the investments offered to clients on the investment menus and products issued.
The opportunity
As an Investment Analyst in the IMR team, you will report into the Head of Investment Research and Governance and implement the investment governance framework for Netwealth's financial product suites and superannuation service.
Some of the responsibilities of the Investment Analyst role include
As an Investment Analyst specialist, ideally you will have Platform experience, or you bring expertise from either an investment consulting group, financial advice licensee, or a research house. You will have worked with rating teams, met with fund managers, and evaluated and rated various financial products. You will have some familiarity with platforms and tools that support investment research and decision making. You will be able to communicate your findings and recommendations clearly and effectively, both verbally and in writing. You will have a strong curiosity and inquisitiveness about financial markets and products. You ask questions, seek to understand and challenge the data and assumptions.
Specific Skills And Experience Include.
At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you're at your best, we're at our best!
We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.
We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office. We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.
We have a number of benefits that have been designed with a focus on health and well-being, support and growth. Some of these include:
Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce. We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.
Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway! If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing [email protected]
Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.
Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.
At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.
The Team
The product team at Netwealth oversees our financial products, from strategy and development to management (including compliance and disclosure), and research. Netwealth's financial product suite includes the Netwealth Superannuation and IDPS platforms, the Netwealth Managed Account and Netwealth’s Global Specialist Series managed funds.
Our Investment Management & Research (IMR) team work closely with the broader Product team to manage the investments offered to clients on the investment menus and products issued.
The opportunity
As an Investment Analyst in the IMR team, you will report into the Head of Investment Research and Governance and implement the investment governance framework for Netwealth's financial product suites and superannuation service.
Some of the responsibilities of the Investment Analyst role include
- Managing ongoing governance of the investment menu (assets addition, monitoring and surveillance, and removal)
- Managing IMR quantitative requirements including maintaining systems and data quality i.e. FactSet, Morningstar Direct, etc.
- Conducting external investment manager reviews (fund manager and model manager) as required
- Preparing written recommendation and analysis
- Delivering Investment Committees related reporting and fulfilling the regular work plan
As an Investment Analyst specialist, ideally you will have Platform experience, or you bring expertise from either an investment consulting group, financial advice licensee, or a research house. You will have worked with rating teams, met with fund managers, and evaluated and rated various financial products. You will have some familiarity with platforms and tools that support investment research and decision making. You will be able to communicate your findings and recommendations clearly and effectively, both verbally and in writing. You will have a strong curiosity and inquisitiveness about financial markets and products. You ask questions, seek to understand and challenge the data and assumptions.
Specific Skills And Experience Include.
- A tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice). Relevant industry certification (CFA, CIMA, FRM, etc) is highly regarded.
- Knowledge and understanding of platform financial products and their use by clients and advisers.
- Understanding of a Responsible Entity for a registered Managed Investment Schemes and Superannuation Trustee regulations are advantageous.
- Working knowledge on fund manager quantitative analysis and investment stress testing are preferred.
- Exceptional management of time and activities – ability to keep everything in order and up to date.
- Excellent communication skills (both written and verbal) to enable effective communication of complex concepts and preparation of reports.
- Attention to detail, to ensure complete and accurate information in report and written documents.
- A passion for providing outstanding service to stakeholders (internal and external).
At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you're at your best, we're at our best!
We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.
We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office. We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.
We have a number of benefits that have been designed with a focus on health and well-being, support and growth. Some of these include:
- Family-friendly workplace, with parental leave and a kid's holiday programme
- Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
- We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
- Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
- Support for community involvement through volunteering and our Netwealth Impact Group
Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce. We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.
Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway! If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing [email protected]
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